Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
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
2026   Q1 11,251 0.01 Buy 0.01 $78.80–96.99 · VW $88.41i $1,038,130 SEC
2021   Q3 0 0.00 Sell 100.00% <0.01 $77.47–92.04 · VW $85.13i SEC
2021   Q2 1,274 <0.01 Reduce 25.15% <0.01 $86.44–96.23 · VW $91.37i $114,000 SEC
2021   Q1 1,702 <0.01 Reduce 72.95% <0.01 $77.51–92.27 · VW $84.01i $154,000 SEC
2020   Q4 6,291 0.01 Reduce 46.80% <0.01 $61.29–87.84 · VW $76.94i $531,000 SEC
2020   Q3 11,825 0.01 Reduce 12.21% <0.01 $60.09–74.99 · VW $66.62i $748,000 SEC
2020   Q2 13,469 0.02 Reduce 64.21% 0.03 $52.47–75.32 · VW $64.90i $981,000 SEC
2020   Q1 37,635 0.04 Add 35.88% 0.01 $44.93–79.32 · VW $63.12i $2,069,000 SEC
2019   Q4 27,697 0.03 Add 88.67% 0.01 $66.77–79.87 · VW $74.30i $2,173,000 SEC
2019   Q3 14,680 0.02 Buy 0.02 $64.59–75.31 · VW $70.04i $1,065,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.04 $69.76–74.84 · VW $72.66i SEC
2016   Q2 42,170 0.04 Buy 0.04 $67.74–78.35 · VW $73.92i $2,976,000 SEC
Price snapshot:
Current price$123.99
Avg. buy price$92.27
+/- since buy34.38%
52-week low$76.68
52-week high$126.99