Donald Yacktman - Yacktman Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    76
Portfolio value:    $7,499,157,453
Holdings Activity Buys Sells    History
Holding/activity history for  MSC Industrial Direct Co., Inc. (MSM)
← All MSM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.26 $93.47–103.95 · VW $99.29i SEC
2023   Q2 291,035 0.26 Reduce 3.00% <0.01 $83.04–98.37 · VW $91.35i $27,729,815 SEC
2023   Q1 300,045 0.25 Add 0.98% <0.01 $76.75–90.04 · VW $82.95i $25,203,780 SEC
2022   Q4 297,132 0.24 Reduce 18.74% 0.05 $72.97–86.34 · VW $82.19i $24,275,684 SEC
2022   Q3 365,635 0.29 Reduce 70.63% 0.69 $71.33–87.00 · VW $78.59i $26,622,000 SEC
2022   Q2 1,244,875 0.97 Reduce 0.19% <0.01 $72.30–87.99 · VW $81.61i $93,503,000 SEC
2022   Q1 1,247,303 0.95 Reduce 0.04% <0.01 $74.20–87.09 · VW $81.51i $106,283,000 SEC
2021   Q4 1,247,846 0.93 Reduce 0.24% <0.01 $77.87–86.93 · VW $82.51i $104,894,000 SEC
2021   Q3 1,250,827 0.96 Reduce 0.08% <0.01 $77.47–92.04 · VW $85.13i $100,304,000 SEC
2021   Q2 1,251,877 1.09 Reduce 2.68% 0.03 $86.44–96.23 · VW $91.37i $112,331,000 SEC
2021   Q1 1,286,337 1.21 Add 0.94% 0.01 $77.51–92.27 · VW $84.01i $116,015,000 SEC
2020   Q4 1,274,343 1.33 Reduce 2.68% 0.03 $61.29–87.84 · VW $76.94i $107,542,000 SEC
2020   Q3 1,309,432 1.23 Add 5.66% 0.07 $60.09–74.99 · VW $66.62i $82,861,000 SEC
2020   Q2 1,239,244 1.44 Reduce 19.05% 0.27 $52.47–75.32 · VW $64.90i $90,229,000 SEC
2020   Q1 1,530,910 1.40 Add 730.32% 1.23 $44.93–79.32 · VW $63.12i $84,154,000 SEC
2019   Q4 184,377 0.18 Reduce 0.43% <0.01 $66.77–79.87 · VW $74.30i $14,468,000 SEC
2019   Q3 185,182 0.17 Buy 0.17 $64.59–75.31 · VW $70.04i $13,431,000 SEC
Price snapshot:
Current price$123.99
52-week low$76.68
52-week high$126.99