Industry deep-dive
Industrial Distribution
Every super-investor and insider move tracked across 19 tickers in this industry.
Tickers
19
Combined value
$16.79B
Insider net (30d)
$0
Congress trades (30d)
0
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest industrial distribution books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Wellington Management | $5.52B |
| 2 | Norges Bank Norway SWF | $2.54B |
| 3 | T. Rowe Price | $2.05B |
| 4 | Baillie Gifford & Co | $748M |
| 5 | Warren Buffett Berkshire Hathaway | $702M |
| 6 | AQR Capital Management | $684M |
| 7 | Seth Klarman Baupost Group | $600M |
| 8 | Izzy Englander Millennium Mgmt | $574M |
| 9 | D.E. Shaw & Co. | $565M |
| 10 | Ken Griffin Citadel Advisors | $539M |
| 11 | Renaissance Technologies | $388M |
| 12 | Steve Cohen Point72 | $369M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | FERG | FERGUSON ENTERPRISES INC | $3.58B |
| 2 | GWW | GRAINGER W W INC | $3.29B |
| 3 | POOL | POOL CORP | $1.83B |
| 4 | FAST | FASTENAL CO | $1.52B |
| 5 | WCC | WESCO INTL INC | $1.39B |
| 6 | SITE | SITEONE LANDSCAPE SUPPLY INC | $1.10B |
| 7 | WSO | WATSCO INC | $992.6M |
| 8 | AIT | APPLIED INDL TECHNOLOGIES IN | $837.9M |
| 9 | CNM | CORE & MAIN INC | $511.4M |
| 10 | QXO | QXO INC | $500.9M |
| 11 | REZI | RESIDEO TECHNOLOGIES INC | $382.8M |
| 12 | DNOW | NOW INC | $255.2M |
| 13 | XMTR | XOMETRY INC | $216.1M |
| 14 | MSM | MSC INDL DIRECT INC | $168.8M |
| 15 | DXPE | DXP ENTERPRISES INC | $148.2M |
| 16 | GIC | GLOBAL INDUSTRIAL COMPANY | $34.1M |
| 17 | TITN | TITAN MACHY INC | $23.4M |
| 18 | BXC | BLUELINX HLDGS INC | $13.2M |
| 19 | DSGR | LAWSON PRODS INC | $10.0M |