MSC Industrial Direct (MSM): Fuller & Thaler Asset Management, Inc. added to its stake +597K shares

1.61M

Shares reported · +597K vs prior quarter

0.50%

Disclosed portfolio weight

$148M

Reported value

Holdings as of

Sep 30, 2025

Filed

Nov 13, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Oct 20, 2025Company filing · Form 8-K · Results, Executive changeChanged a top executive or board member, and reported its results (and 1 more item)“Effective December 31, 2025 On October 20, 2025, Erik Gershwind notified the Chairman of the Board of Directors (the “Board”) of the Company of his decision to voluntarily resign as part of a planned transition from his position as Chief Executive Officer of the Company, effective December 31, 2025.”
2. Oct 20, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On December 31, 2025, Mr. Gershwind’s previously announced voluntary resignation as the Company’s Chief Executive Officer became effective. In connection with his resignation, the Company and Sid Tool Co., Inc., a wholly-owned subsidiary of the Company, entered into a Confidential Separation and Release Agreement, dated December 31, 2025 (the “Separation Agreement”), with Mr. Gershwind.”
3. Oct 30, 2025Federal contract · $3.0M obligatedDepartment of Defense awarded MSC INDUSTRIAL DIRECT CO INC: $3M obligated to date

What came next

1. Dec 10, 2025Company filing · Form 8-K · Material agreementSigned an important agreement
2. Dec 31, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On January 1, 2026, Martina McIsaac’s previously announced appointment as the President and Chief Executive Officer of MSC Industrial Direct Co., Inc. (the “Company”) became effective.”
3. Jan 7, 2026Company filing · Form 8-K · ResultsReported its results
4. Jan 21, 2026Company filing · Form 8-K · Executive change, Shareholder voteChanged a top executive or board member, and held a shareholder vote“On January 21, 2026, the shareholders of MSC Industrial Direct Co., Inc. (the “Company”) approved Amendment No. 1 (the “Amendment”) to the Company’s Amended and Restated Associate Stock Purchase Plan (as amended, the “Plan”) to (i) increase the number of shares available for sale thereunder by 300,000 shares of the Company’s Class A common stock and (ii) extend the Plan’s term for an additional five years, through…”
5. Feb 26, 2026Federal contract · $330K obligatedGeneral Services Administration awarded MSC INDUSTRIAL DIRECT CO INC: $330K obligated to date
6. Mar 2, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On March 2, 2026, the Board of Directors (the “Board”) of MSC Industrial Direct Co., Inc. (the “Company”) elected Reuben Slone to serve as a non-executive director, effective immediately, increasing the size of the Board from ten to eleven members.”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for MSC Industrial Direct

For MSC Industrial Direct, OQRO holds 5 insider filings (SEC Form 4 or Form 144), 1 fund holdings report (13F) and 1 federal contract award dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MSM page.

How this filing works

• SEC Form 13F

Other disclosures at MSC Industrial Direct

• SEC Form 4Oct 27, 2026
• SEC Form 4Oct 27, 2026
• SEC Form 4Oct 27, 2026
• SEC Form 4Oct 23, 2026
• SEC Form 4Oct 23, 2026
• USAspending.gov award recordSep 27, 2026

Everything OQRO holds on this company is on its MSM page.