SEC 13F Intelligence

Vulcan Value Partners, LLC / MSM

Vulcan Value Partners, LLC’s Msc Indl Direct Inc Position

Does Vulcan Value Partners, LLC own Msc Indl Direct Inc (MSM)? Not currently — the last reported position was 294.9K shares worth $23M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$23M
Q4 2019
Shares
294.9K
% of Portfolio
+0.18%
Quarters Held
5
position exited

Position History MSM

Reported value by quarter
Q4 ’18: $36MQ4 ’18Q1 ’19: $34MQ1 ’19Q2 ’19: $30MQ2 ’19Q3 ’19: $34MQ3 ’19Q4 ’19: $23MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2019294.9K$23M+0.18%
Q3 2019473.3K$34M+0.29%
Q2 2019408.2K$30M+0.27%
Q1 2019414.4K$34M+0.30%
Q4 2018461.7K$36M+0.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vulcan Value Partners, LLC’s full portfolio or all institutional holders of MSM.