Ratings by Baird (David Manthey)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/6/2026 | Fastenal | FAST | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2026 | Pool Corp | POOL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Builders FirstSource | BLDR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2026 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | WESCO International | WCC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2026 | Waste Management | WM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2026 | Waste Management | WM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Pool Corp | POOL | Upgrade | Outperform (Neutral) |
242.80 (213.66) |
-12% | Details | |
| 12/10/2025 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2025 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | Hillman Solutions Corp. | HLMN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2025 | Waste Management | WM | Upgrade | Outperform (Neutral) |
199.77 (246.05) |
23.17% | Details | |
| 10/31/2025 | WESCO International | WCC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2025 | Builders FirstSource | BLDR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2025 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2025 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 9/17/2025 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/21/2025 | WESCO International | WCC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/21/2025 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/21/2025 | MSC Industrial | MSM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/21/2025 | Hillman Solutions Corp. | HLMN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/21/2025 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | Builders FirstSource | BLDR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2025 | Applied Industrial Technologies | AIT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | Fastenal | FAST | Upgrade | Outperform (Neutral) |
45.44 (46.46) |
2.24% | Details | |
| 8/6/2025 | Hillman Solutions Corp. | HLMN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2025 | WESCO International | WCC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2025 | Builders FirstSource | BLDR | Downgrade | Neutral (Outperform) |
127.13 (93.12) |
-26.75% | Details | |
| 7/31/2025 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2025 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2025 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2025 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2025 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 7/2/2025 | MSC Industrial | MSM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2025 | GMS Inc. | GMS | Maintain | Neutral (N/A) |
|
Details | ||
| 6/23/2025 | GMS Inc. | GMS | Downgrade | Neutral (Outperform) |
81.01 (109.96) |
35.74% | Details | |
| 6/12/2025 | QXO Inc | QXO | New Coverage | Outperform (N/A) |
13.71 (13.71) |
0% | Details | |
| 6/11/2025 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2025 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2025 | WESCO International | WCC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2025 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2025 | Builders FirstSource | BLDR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2025 | Applied Industrial Technologies | AIT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2025 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2025 | Hillman Solutions Corp. | HLMN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2025 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2025 | Builders FirstSource | BLDR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2025 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2025 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2025 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2025 | Hillman Solutions Corp. | HLMN | Downgrade | Neutral (Outperform) |
7.73 (8.14) |
5.3% | Details | |
| 4/14/2025 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 4/9/2025 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2025 | MSC Industrial | MSM | Maintain | Neutral (N/A) |
|
Details | ||
| 3/26/2025 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2025 | Beacon Roofing Supply | BECN | Downgrade | Neutral (Outperform) |
121.53 (124.17) |
2.17% | Details | |
| 3/12/2025 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2025 | GMS Inc. | GMS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2025 | Beacon Roofing Supply | BECN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2025 | Builders FirstSource | BLDR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2025 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2025 | Hillman Solutions Corp. | HLMN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2025 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2025 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2025 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2025 | Applied Industrial Technologies | AIT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2024 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2024 | GMS Inc. | GMS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2024 | Applied Industrial Technologies | AIT | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/6/2024 | Hillman Solutions Corp. | HLMN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2024 | WESCO International | WCC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2024 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2024 | MSC Industrial | MSM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2024 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2024 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2024 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2024 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2024 | MSC Industrial | MSM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2024 | GMS Inc. | GMS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Builders FirstSource | BLDR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Beacon Roofing Supply | BECN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Applied Industrial Technologies | AIT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | WESCO International | WCC | Upgrade | Outperform (Neutral) |
175.46 (264.13) |
50.54% | Details | |
| 10/16/2024 | WW Grainger | GWW | Upgrade | Outperform (Neutral) |
1098.37 (1112.79) |
1.31% | Details | |
| 10/14/2024 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 9/18/2024 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 9/17/2024 | WESCO International | WCC | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/9/2024 | Fastenal | FAST | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/5/2024 | Fastenal | FAST | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/5/2024 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | Applied Industrial Technologies | AIT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | Hillman Solutions Corp. | HLMN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | Builders FirstSource | BLDR | Upgrade | Outperform (Neutral) |
149.65 (93.12) |
-37.77% | Details | |
| 8/2/2024 | WESCO International | WCC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2024 | Beacon Roofing Supply | BECN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2024 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2024 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2024 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2024 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2024 | Stericycle | SRCL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2024 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2024 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2024 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/21/2024 | GMS Inc. | GMS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2024 | MSC Industrial | MSM | Maintain | Neutral (N/A) |
|
Details | ||
| 6/5/2024 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2024 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/29/2024 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 5/29/2024 | Builders FirstSource | BLDR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/29/2024 | WESCO International | WCC | Downgrade | Neutral (Outperform) |
191.18 (264.13) |
38.16% | Details | |
| 5/29/2024 | MSC Industrial | MSM | Downgrade | Neutral (Outperform) |
88.35 (91.41) |
3.46% | Details | |
| 5/29/2024 | WW Grainger | GWW | Downgrade | Neutral (Outperform) |
966.40 (1112.79) |
15.15% | Details | |
| 5/8/2024 | Hillman Solutions Corp. | HLMN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Builders FirstSource | BLDR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2024 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Beacon Roofing Supply | BECN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2024 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2024 | Stericycle | SRCL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2024 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2024 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2024 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/19/2024 | WESCO International | WCC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2024 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2024 | Hillman Solutions Corp. | HLMN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2024 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2024 | GMS Inc. | GMS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2024 | Applied Industrial Technologies | AIT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2024 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2024 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2024 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 3/6/2024 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | GMS Inc. | GMS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | Stericycle | SRCL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | Beacon Roofing Supply | BECN | Upgrade | Outperform (Neutral) |
89.49 (124.17) |
38.75% | Details | |
| 2/28/2024 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2024 | Builders FirstSource | BLDR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2024 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2024 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | WESCO International | WCC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2024 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2024 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2024 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | WESCO International | WCC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2024 | Hillman Solutions Corp. | HLMN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | Builders FirstSource | BLDR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2024 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2023 | GMS Inc. | GMS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2023 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2023 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Hillman Solutions Corp. | HLMN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2023 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2023 | Beacon Roofing Supply | BECN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2023 | Stericycle | SRCL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2023 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | Builders FirstSource | BLDR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2023 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2023 | MSC Industrial | MSM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2023 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 9/27/2023 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2023 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | GMS Inc. | GMS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2023 | Heritage-Crystal Clean | HCCI | Downgrade | Neutral (Outperform) |
45.77 (45.51) |
-0.57% | Details | |
| 8/18/2023 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2023 | Applied Industrial Technologies | AIT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2023 | Beacon Roofing Supply | BECN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2023 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | Builders FirstSource | BLDR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2023 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2023 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2023 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2023 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2023 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2023 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2023 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2023 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2023 | Beacon Roofing Supply | BECN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/30/2023 | MSC Industrial | MSM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/7/2023 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2023 | Heritage-Crystal Clean | HCCI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | WESCO International | WCC | Upgrade | Outperform (Neutral) |
144.08 (191.18) |
32.69% | Details | |
| 5/4/2023 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2023 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2023 | Builders FirstSource | BLDR | Downgrade | Neutral (Outperform) |
95.20 (149.65) |
57.2% | Details | |
| 5/1/2023 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Applied Industrial Technologies | AIT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2023 | WESCO International | WCC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/19/2023 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2023 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2023 | MSC Industrial | MSM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/29/2023 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2023 | Applied Industrial Technologies | AIT | Upgrade | Outperform (Neutral) |
133.58 (267.78) |
100.46% | Details | |
| 3/7/2023 | Heritage-Crystal Clean | HCCI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2023 | Builders FirstSource | BLDR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2023 | Beacon Roofing Supply | BECN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/24/2023 | Stericycle | SRCL | Downgrade | Neutral (Outperform) |
55.19 (61.98) |
12.3% | Details | |
| 2/17/2023 | Watsco | WSO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2023 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2023 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2023 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2023 | WESCO International | WCC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2023 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2023 | Republic Services | RSG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2023 | Waste Management | WM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2023 | Heritage-Crystal Clean | HCCI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2023 | Applied Industrial Technologies | AIT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2023 | WESCO International | WCC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2023 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2023 | GMS Inc. | GMS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2023 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2023 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2023 | Beacon Roofing Supply | BECN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2023 | Applied Industrial Technologies | AIT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2023 | MSC Industrial | MSM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2022 | GMS Inc. | GMS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/7/2022 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2022 | Ferguson Plc. | FERG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2022 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2022 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2022 | MSC Industrial | MSM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2022 | Heritage-Crystal Clean | HCCI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2022 | GMS Inc. | GMS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2022 | Builders FirstSource | BLDR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2022 | SiteOne Landscape Supply | SITE | Upgrade | Outperform (Neutral) |
106.28 (130.88) |
23.15% | Details | |
| 10/14/2022 | Beacon Roofing Supply | BECN | Downgrade | Neutral (Outperform) |
57.84 (124.17) |
114.68% | Details | |
| 8/12/2022 | Applied Industrial Technologies | AIT | Downgrade | Neutral (Outperform) |
106.04 (267.78) |
152.53% | Details | |
| 7/14/2022 | Watsco | WSO | Upgrade | Outperform (Neutral) |
249.54 (393.19) |
57.57% | Details | |
| 7/14/2022 | SiteOne Landscape Supply | SITE | Downgrade | Neutral (Outperform) |
122.50 (130.88) |
6.84% | Details | |
| 7/14/2022 | Pool Corp | POOL | Downgrade | Neutral (Outperform) |
373.74 (242.80) |
-35.04% | Details | |
| 7/14/2022 | Fastenal | FAST | Downgrade | Neutral (Outperform) |
49.99 (45.44) |
-9.1% | Details | |
| 6/15/2022 | Core & Main Inc. | CNM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Stericycle | SRCL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2022 | Pool Corp | POOL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2021 | Ferguson Plc. | FERG | New Coverage | Outperform (N/A) |
169.54 (230.24) |
35.8% | Details | |
| 8/17/2021 | Core & Main Inc. | CNM | New Coverage | Outperform (N/A) |
27.76 (49.82) |
79.47% | Details | |
| 8/10/2021 | Hillman Solutions Corp. | HLMN | New Coverage | Outperform (N/A) |
12.99 (7.73) |
-40.49% | Details | |
| 6/25/2021 | GMS Inc. | GMS | Upgrade | Outperform (Neutral) |
43.00 (81.01) |
88.4% | Details | |
| 5/4/2021 | Builders FirstSource | BLDR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2021 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2021 | Pool Corp | POOL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2021 | Builders FirstSource | BLDR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2021 | Waste Management | WM | Downgrade | Neutral (Outperform) |
113.22 (199.77) |
76.44% | Details | |
| 2/16/2021 | Republic Services | RSG | Downgrade | Neutral (Outperform) |
91.29 (231.05) |
153.09% | Details | |
| 1/13/2021 | Builders FirstSource | BLDR | New Coverage | Outperform (N/A) |
39.63 (93.12) |
134.97% | Details | |
| 10/12/2020 | Beacon Roofing Supply | BECN | Upgrade | Outperform (Neutral) |
35.85 (57.84) |
61.34% | Details | |
| 9/16/2020 | Waste Management | WM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2020 | Republic Services | RSG | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2020 | SiteOne Landscape Supply | SITE | Upgrade | Outperform (Neutral) |
112.38 (130.88) |
16.46% | Details | |
| 9/11/2020 | MSC Industrial | MSM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2020 | HD Supply Holdings | HDS | Maintain | Neutral (N/A) |
|
Details | ||
| 9/8/2020 | Fastenal | FAST | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2020 | WESCO International | WCC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/13/2020 | Applied Industrial Technologies | AIT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2020 | HD Supply Holdings | HDS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2020 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2020 | SiteOne Landscape Supply | SITE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2020 | Foundation Building Materials Inc. | FBM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2020 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2020 | Pool Corp | POOL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2020 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2020 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2020 | WESCO International | WCC | Downgrade | Neutral (N/A) |
38.75 (264.13) |
581.63% | Details | |
| 6/19/2020 | Pool Corp | POOL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2020 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2020 | GMS Inc. | GMS | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2020 | SiteOne Landscape Supply | SITE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2020 | Foundation Building Materials Inc. | FBM | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2020 | MSC Industrial | MSM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2020 | HD Supply Holdings | HDS | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2020 | WESCO International | WCC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2020 | WW Grainger | GWW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2020 | Applied Industrial Technologies | AIT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2020 | Republic Services | RSG | New Coverage | Outperform (N/A) |
83.97 (231.05) |
175.16% | Details | |
| 5/29/2020 | Waste Management | WM | New Coverage | Outperform (N/A) |
104.30 (246.05) |
135.91% | Details | |
| 5/8/2020 | Beacon Roofing Supply | BECN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2020 | Fastenal | FAST | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2020 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2020 | Stericycle | SRCL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2020 | Heritage-Crystal Clean | HCCI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2020 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2020 | Fastenal | FAST | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2020 | MSC Industrial | MSM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2020 | Beacon Roofing Supply | BECN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/9/2020 | GMS Inc. | GMS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/9/2020 | Foundation Building Materials Inc. | FBM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/6/2020 | SiteOne Landscape Supply | SITE | Downgrade | Neutral (Outperform) |
69.83 (130.88) |
87.43% | Details | |
| 3/31/2020 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/31/2020 | SiteOne Landscape Supply | SITE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2020 | Pool Corp | POOL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2020 | HD Supply Holdings | HDS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/30/2020 | Stericycle | SRCL | Upgrade | Outperform (Neutral) |
43.15 (61.98) |
43.64% | Details | |
| 3/27/2020 | WESCO International | WCC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2020 | Fastenal | FAST | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2020 | Applied Industrial Technologies | AIT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2020 | WW Grainger | GWW | Upgrade | Outperform (Neutral) |
237.29 (966.40) |
307.27% | Details | |
| 3/27/2020 | MSC Industrial | MSM | Upgrade | Outperform (Neutral) |
49.73 (88.35) |
77.66% | Details | |
| 3/18/2020 | HD Supply Holdings | HDS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2020 | Fastenal | FAST | Upgrade | Outperform (Neutral) |
32.93 (46.46) |
41.09% | Details | |
| 3/6/2020 | GMS Inc. | GMS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2020 | Heritage-Crystal Clean | HCCI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2020 | Stericycle | SRCL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2020 | Anixter International | AXE | Maintain | Neutral (N/A) |
|
Details | ||
| 12/27/2019 | Anixter International | AXE | Maintain | Neutral (N/A) |
|
Details | ||
| 12/13/2019 | Applied Industrial Technologies | AIT | New Coverage | Outperform (N/A) |
64.87 (267.78) |
312.79% | Details | |
| 12/6/2019 | GMS Inc. | GMS | Maintain | Neutral (N/A) |
|
Details | ||
| 12/6/2019 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2019 | Foundation Building Materials Inc. | FBM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2019 | MSC Industrial | MSM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2019 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2019 | Pool Corp | POOL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2019 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2019 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 9/26/2019 | HD Supply Holdings | HDS | Maintain | Neutral (N/A) |
|
Details | ||
| 9/11/2019 | HD Supply Holdings | HDS | Downgrade | Neutral (Outperform) |
40.82 (55.99) |
37.16% | Details | |
| 8/22/2019 | WESCO International | WCC | Upgrade | Outperform (Neutral) |
43.28 (264.13) |
510.28% | Details | |
| 8/2/2019 | WESCO International | WCC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2019 | Stericycle | SRCL | Upgrade | Neutral (Underperform) |
45.96 (61.98) |
34.86% | Details | |
| 7/19/2019 | Pool Corp | POOl | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2019 | SiteOne Landscape Supply | SITE | Upgrade | Outperform (Neutral) |
67.25 (130.88) |
94.62% | Details | |
| 6/7/2019 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2019 | Foundation Building Materials Inc. | FBM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/22/2019 | Pool Corp | POOL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/18/2019 | Stericycle | SRCL | Downgrade | Underperform (Neutral) |
56.69 (45.96) |
-18.93% | Details | |
| 4/11/2019 | Fastenal | FAST | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2019 | MSC Industrial | MSM | Maintain | Neutral (N/A) |
|
Details | ||
| 3/26/2019 | Beacon Roofing Supply | BECN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2019 | Pool Corp | POOL | Upgrade | Outperform (Neutral) |
155.38 (213.66) |
37.51% | Details | |
| 2/15/2019 | Now Inc | DNOW | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/15/2019 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2019 | Beacon Roofing Supply | BECN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2019 | WESCO International | WCC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2019 | HD Supply Holdings | HDS | Upgrade | Outperform (Neutral) |
39.92 (40.82) |
2.25% | Details | |
| 12/10/2018 | GMS Inc. | GMS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2018 | Foundation Building Materials Inc. | FBM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2018 | SiteOne Landscape Supply | SITE | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2018 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2018 | Pool Corp | POOL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2018 | Heritage-Crystal Clean | HCCI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2018 | Beacon Roofing Supply | BECN | Downgrade | Neutral (Outperform) |
36.19 (124.17) |
243.11% | Details | |
| 9/25/2018 | Heritage-Crystal Clean | HCCI | Upgrade | Outperform (Neutral) |
20.60 (45.51) |
120.92% | Details |
