MSC Industrial Direct (MSM): Fuller & Thaler Asset Management, Inc. reduced its stake -1.81M shares

1.79M

Shares reported · -1.81M vs prior quarter

0.55%

Disclosed portfolio weight

$165M

Reported value

Holdings as of

Mar 31, 2026

Filed

May 14, 2026

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. Mar 13, 2026Federal contract · $335K obligatedGeneral Services Administration awarded MSC INDUSTRIAL DIRECT CO INC: $335K obligated to date
2. Apr 1, 2026Company filing · Form 8-K · ResultsReported its results
3. Apr 10, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On April 10, 2026, Neal Dongre notified MSC Industrial Direct Co., Inc. (the “Company”) of his decision to voluntarily resign from his position as Senior Vice President, General Counsel and Corporate Secretary of the Company.”
4. Apr 10, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 14, 2026, Sid Tool Co., Inc., a wholly-owned subsidiary of the Company, and Mr. Dongre entered into an Agreement and Release (the “Transition Agreement”) in connection with Mr. Dongre’s transition from his position as Senior Vice President, General Counsel and Corporate Secretary of the Company to Special Advisor of the Company, effective as of July 20, 2026 (the “Transition Date”).”
5. May 14, 2026Federal contract · $2.0M obligatedDepartment of Defense awarded MSC INDUSTRIAL DIRECT CO INC: $2M obligated to date
6. May 14, 2026Federal contract · $961K obligatedGeneral Services Administration awarded MSC INDUSTRIAL DIRECT CO INC: $961K obligated to date

What came next

1. May 27, 2026Federal contract · $588K obligatedGeneral Services Administration awarded MSC INDUSTRIAL DIRECT CO INC: $588K obligated to date
2. Jun 12, 2026Federal contract · $380K obligatedGeneral Services Administration awarded MSC INDUSTRIAL DIRECT CO INC: $380K obligated to date
3. Jul 1, 2026Company filing · Form 8-K · ResultsReported its results
4. Jul 15, 2026Federal contract · $304K obligatedGeneral Services Administration awarded MSC INDUSTRIAL DIRECT CO INC: $304K obligated to date
5. Jul 20, 2026Federal contract · $635K obligatedGeneral Services Administration awarded MSC INDUSTRIAL DIRECT CO INC: $635K obligated to date
6. Aug 13, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 13, 2026, Louise Goeser, a member of the Board of Directors of MSC Industrial Direct Co., Inc. (the “Company”), notified the Company of her decision to not stand for re-election at the Company’s 2027 Annual Meeting of Shareholders.”
7. Sep 8, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On September 8, 2026, MSC Industrial Direct Co., Inc. (the “Company”) announced that, effective September 14, 2026, Robert Kuhns has been appointed as the Executive Vice President and Chief Financial Officer of the Company.”

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.