William von Mueffling - Cantillon Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $15,050,978,966
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
2016   Q4 0 0.00 Sell 100.00% 1.58 $69.96–95.10 · VW $82.97i SEC
2016   Q3 1,526,323 1.58 Reduce 0.40% <0.01 $69.76–74.84 · VW $72.66i $112,047,000 SEC
2016   Q2 1,532,523 1.82 Reduce 29.65% 0.93 $67.74–78.35 · VW $73.92i $108,134,000 SEC
2016   Q1 2,178,423 3.12 Reduce 3.94% 0.11 $54.19–76.58 · VW $66.85i $166,235,000 SEC
2015   Q4 2,267,714 2.79 Add 0.27% <0.01 $54.52–65.27 · VW $60.79i $127,605,000 SEC
2015   Q3 2,261,544 3.30 Reduce 0.12% <0.01 $60.38–72.40 · VW $67.86i $138,022,000 SEC
2015   Q2 2,264,244 3.46 Reduce 2.78% 0.10 $68.16–73.91 · VW $70.67i $157,976,000 SEC
2015   Q1 2,329,044 3.62 Reduce 0.38% 0.02 $69.56–82.17 · VW $74.49i $168,157,000 SEC
2014   Q4 2,337,844 4.20 Add 144.50% 2.48 $76.01–86.69 · VW $80.92i $189,950,000 SEC
2014   Q3 956,164 1.99 Reduce 1.21% 0.03 $84.26–95.90 · VW $88.34i $81,713,000 SEC
2014   Q2 967,864 2.30 Add 0.10% <0.01 $85.12–96.62 · VW $91.17i $92,566,000 SEC
2014   Q1 966,864 2.04 Add 84.09% 0.93 $79.51–89.36 · VW $85.03i $83,653,000 SEC
2013   Q4 525,223 1.05 Buy 1.05 $74.87–87.54 · VW $79.17i $42,475,000 SEC
Price snapshot:
Current price$123.99
52-week low$76.68
52-week high$126.99