Congruence Capital, LLC’s Msc Indl Direct Inc Position
Does Congruence Capital, LLC own Msc Indl Direct Inc (MSM)? Not currently — the last reported position was 119.4K shares worth $10M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$10M
Q4 2025
Shares
119.4K
% of Portfolio
+3.69%
Quarters Held
1
position exited
Position History MSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 119.4K | $10M | +3.69% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Congruence Capital, LLC’s full portfolio or all institutional holders of MSM.