# Msc Industrial Direct (MSM): value investors who own it

1 value investor held Msc Industrial Direct in their Q2 2026 13F, led by Pzena Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Pzena Investment Management | 0.1% | $44.4m | Trimmed -16% | 27 |
| Maverick Capital | 0.0% | $0k | Sold out | 1 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/msm). Values traded and returns are estimates. Not investment advice. Built 2026-10-23.