LAM
MSM icon

LECAP Asset Management’s MSC Industrial Direct MSM Stock Holding History

LECAP Asset Management’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
Q2 		$466K Buy
+3,918
New +$416K 0.2% 193
2025
Q4 		– Sell
-2,843
Closed -$262K – 357
2025
Q3 		$262K Buy
+2,843
New +$254K 0.09% 252
2024
Q3 		– Sell
-19,945
Closed -$1.58M – 382
2024
Q2 		$1.58M Buy
+19,945
New +$1.77M 0.34% 112

Other funds holding MSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LECAP Asset Management's MSM Position: Q2 2026 in Review

LECAP Asset Management opened a new position in MSC Industrial Direct (MSM) in Q2 2026: 3,918 shares worth $466K. The stake represents 0.2% of the portfolio and ranks #193 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in MSM as recently as Q3 2025.

LECAP Asset Management first reported a position in MSM in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.58M in Q2 2024. 479 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • LECAP Asset Management held 3,918 shares of MSC Industrial Direct worth $466K as of Q2 2026.
  • MSC Industrial Direct was a new LECAP Asset Management position in Q2 2026.
  • MSC Industrial Direct made up 0.2% of LECAP Asset Management's portfolio in Q2 2026, its #193 holding.
  • LECAP Asset Management first reported a position in MSC Industrial Direct in Q2 2024 and has held it in 3 quarters since.
  • LECAP Asset Management's MSC Industrial Direct position peaked at $1.58M in Q2 2024.
  • 479 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.