$MSM is held by 8 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 5.60%, with an average of 0.78% of portfolio. Largest holder: Medina Value Partners, LLC at 5.60%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
MSC INDL DIRECT INC CL A COM
13F holders
422
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 422 · Source: 13F-HR01
Independent Investors Inc.
—
—
02
Banyan Capital Management, Inc.
—
—
03
Massachusetts Institute of Technology
—
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04
Bahl & Gaynor Inc.
—
—
05
California State Teachers Retirement System
—
—
06
State Street
—
—
07
Axa S.a.
—
—
08
Strs Ohio
—
—
09
Pensionfund DSM Netherlands
—
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10
Northeast Financial Consultants Inc
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
8 holders · Q1 202601
Medina Value Partners, LLC
5.60% NEW
α +36.9pts
02
WINTON GROUP Ltd
0.53% NEW
α +27.0pts
03
Beverly Hills Private Wealth, LLC
0.05% held
α +10.4pts
04
Quarry LP
0.02% held
α +10.6pts
05
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
06
Wellington Management Group LLP
0.00% held
α +10.5pts
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
08
Citigroup Inc.
0.00% held
α +26.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
6 transactions · 4 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $MSM in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $MSM lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $MSM — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:37 UTC.