First Manhattan’s MSC Industrial Direct MSM Stock Holding History

First Manhattan’s Portfolio MSM Stock Details MSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-19,771	Closed	-$1.66M	–	776
2025 Q4	$1.66M	Buy	+19,771	New	+$1.71M	﹤0.01%	365
2020 Q3	–	Sell	-43	Closed	-$3K	–	1409
2020 Q2	$3K	Hold	43	–	–	﹤0.01%	1295
2020 Q1	$2K	Buy	+43	New	+$2.83K	﹤0.01%	1302
2019 Q3	–	Sell	-1,400	Closed	-$103K	–	1375
2019 Q2	$103K	Hold	1,400	–	–	﹤0.01%	808
2019 Q1	$115K	Hold	1,400	–	–	﹤0.01%	804
2018 Q4	$107K	Hold	1,400	–	–	﹤0.01%	790
2018 Q3	$123K	Hold	1,400	–	–	﹤0.01%	808
2018 Q2	$118K	Hold	1,400	–	–	﹤0.01%	789
2018 Q1	$128K	Hold	1,400	–	–	﹤0.01%	760
2017 Q4	$135K	Hold	1,400	–	–	﹤0.01%	799
2017 Q3	$105K	Hold	1,400	–	–	﹤0.01%	796
2017 Q2	$120K	Hold	1,400	–	–	﹤0.01%	762
2017 Q1	$143K	Hold	1,400	–	–	﹤0.01%	751
2016 Q4	$129K	Hold	1,400	–	–	﹤0.01%	754
2016 Q3	$102K	Hold	1,400	–	–	﹤0.01%	790
2016 Q2	$98K	Hold	1,400	–	–	﹤0.01%	818
2016 Q1	$106K	Hold	1,400	–	–	﹤0.01%	780
2015 Q4	$78K	Hold	1,400	–	–	﹤0.01%	860
2015 Q3	$85K	Hold	1,400	–	–	﹤0.01%	839
2015 Q2	$97K	Hold	1,400	–	–	﹤0.01%	831
2015 Q1	$101K	Hold	1,400	–	–	﹤0.01%	826
2014 Q4	$113K	Hold	1,400	–	–	﹤0.01%	810
2014 Q3	$119K	Hold	1,400	–	–	﹤0.01%	785
2014 Q2	$133K	Hold	1,400	–	–	﹤0.01%	758
2014 Q1	$121K	Hold	1,400	–	–	﹤0.01%	769
2013 Q4	$113K	Hold	1,400	–	–	﹤0.01%	776
2013 Q3	$113K	Hold	1,400	–	–	﹤0.01%	767
2013 Q2	$112K	Buy	+1,400	New	+$113K	﹤0.01%	771

Other funds holding MSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Manhattan's MSM Position: Q1 2026 in Review

First Manhattan sold out of MSC Industrial Direct (MSM) in Q1 2026, closing a stake of 19,771 shares — an estimated $1.66M sold.

First Manhattan first reported a position in MSM in Q2 2013 and held it in 28 quarters. The position peaked at $1.66M in Q4 2025. 416 funds tracked by Wall St. Rank hold MSM as of Q1 2026.

First Manhattan reported no remaining MSC Industrial Direct position as of Q1 2026 after selling out during the quarter.
First Manhattan sold 19,771 MSC Industrial Direct shares in Q1 2026, an estimated $1.66M.
First Manhattan first reported a position in MSC Industrial Direct in Q2 2013 and held it in 28 quarters.
First Manhattan's MSC Industrial Direct position peaked at $1.66M in Q4 2025.
416 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.