valuedontlie Posted May 15, 2015 Share Posted May 15, 2015 Has anyone noticed the recent flurry of buying in the distribution space? WCC - Atlantic Investment Mgmt at 5%, ValueAct at 2.4% MSM - Arlington Value Capital at 1%, Vulcan Value at 7.7% FAST - River Road at 1% DNOW - Arlington Value Capital at 3.8% The majority of these positions were accumulated in 1Q15. I find it even more interesting considering each of these companies have short interest >10% (same with GWW as well). Anyone have thoughts on distributors at these levels? Link to comment Share on other sites More sharing options...
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