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David Manthey is an analyst at Baird. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 03/28/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 03/26/2025 | CNM | Buy Now | Core & Main | $49.93 | 30.18% | David Manthey76% | $66 → $65 | Maintains | Outperform | Get Alert |
| 03/12/2025 | FERG | Buy Now | Ferguson Enterprises | $161.76 | 17.46% | David Manthey76% | $225 → $190 | Maintains | Outperform | Get Alert |
| 03/07/2025 | GMS | Buy Now | GMS | $73.88 | 25.89% | David Manthey76% | $110 → $93 | Maintains | Outperform | Get Alert |
| 02/28/2025 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | 0.13% | David Manthey76% | $120 → $124 | Maintains | Outperform | Get Alert |
| 02/20/2025 | CLH | Buy Now | Clean Harbors | $196.43 | 38.47% | David Manthey76% | $285 → $272 | Maintains | Outperform | Get Alert |
| 02/19/2025 | WSO | Buy Now | Watsco | $506.97 | 10.46% | David Manthey76% | $540 → $560 | Maintains | Outperform | Get Alert |
| 02/19/2025 | HLMN | Buy Now | Hillman Solns | $8.86 | 35.52% | David Manthey76% | $14 → $12 | Maintains | Outperform | Get Alert |
| 02/13/2025 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | 41.37% | David Manthey76% | $183 → $175 | Maintains | Outperform | Get Alert |
| 01/30/2025 | AIT | Buy Now | Applied Industrial Techs | $226.20 | 21.57% | David Manthey76% | $250 → $275 | Maintains | Outperform | Get Alert |
| 12/11/2024 | FERG | Buy Now | Ferguson Enterprises | $161.76 | 39.09% | David Manthey76% | $230 → $225 | Maintains | Outperform | Get Alert |
| 12/06/2024 | GMS | Buy Now | GMS | $73.88 | 48.9% | David Manthey76% | $115 → $110 | Maintains | Outperform | Get Alert |
| 12/04/2024 | CNM | Buy Now | Core & Main | $49.93 | 32.19% | David Manthey76% | $60 → $66 | Maintains | Outperform | Get Alert |
| 11/06/2024 | HLMN | Buy Now | Hillman Solns | $8.86 | 58.1% | David Manthey76% | $12 → $14 | Maintains | Outperform | Get Alert |
| 11/01/2024 | WCC | Buy Now | WESCO Intl | $157.85 | 41.27% | David Manthey76% | $215 → $223 | Maintains | Outperform | Get Alert |
| 10/31/2024 | CLH | Buy Now | Clean Harbors | $196.43 | 45.09% | David Manthey76% | $300 → $285 | Maintains | Outperform | Get Alert |
| 10/24/2024 | WSO | Buy Now | Watsco | $506.97 | 6.52% | David Manthey76% | $550 → $540 | Maintains | Outperform | Get Alert |
| 10/16/2024 | WSO | Buy Now | Watsco | $506.97 | 8.49% | David Manthey76% | $522 → $550 | Maintains | Outperform | Get Alert |
| 10/16/2024 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | 47.84% | David Manthey76% | $168 → $183 | Maintains | Outperform | Get Alert |
| 10/16/2024 | POOL | Buy Now | Pool | $318.00 | 28.3% | David Manthey76% | $377 → $408 | Maintains | Neutral | Get Alert |
| 10/16/2024 | MSM | Buy Now | MSC Industrial Direct Co | $78.54 | 15.86% | David Manthey76% | $84 → $91 | Maintains | Neutral | Get Alert |
| 10/16/2024 | GMS | Buy Now | GMS | $73.88 | 55.67% | David Manthey76% | $96 → $115 | Maintains | Outperform | Get Alert |
| 10/16/2024 | FERG | Buy Now | Ferguson Enterprises | $161.76 | 42.19% | David Manthey76% | $225 → $230 | Maintains | Outperform | Get Alert |
| 10/16/2024 | CNM | Buy Now | Core & Main | $49.93 | 20.17% | David Manthey76% | $53 → $60 | Maintains | Outperform | Get Alert |
| 10/16/2024 | BLDR | Buy Now | Builders FirstSource | $125.36 | 77.09% | David Manthey76% | $190 → $222 | Maintains | Outperform | Get Alert |
| 10/16/2024 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | -3.1% | David Manthey76% | $115 → $120 | Maintains | Outperform | Get Alert |
| 10/16/2024 | AIT | Buy Now | Applied Industrial Techs | $226.20 | 10.52% | David Manthey76% | $210 → $250 | Maintains | Outperform | Get Alert |
| 10/16/2024 | GWW | Buy Now | W.W. Grainger | $976.78 | 25.92% | David Manthey76% | $975 → $1230 | Upgrade | Neutral → Outperform | Get Alert |
| 10/14/2024 | FAST | Buy Now | Fastenal | $76.87 | 4.07% | David Manthey76% | $67 → $80 | Maintains | Neutral | Get Alert |
| 09/18/2024 | FERG | Buy Now | Ferguson Enterprises | $161.76 | 39.09% | David Manthey76% | $222 → $225 | Maintains | Outperform | Get Alert |
| 09/05/2024 | CNM | Buy Now | Core & Main | $49.93 | 6.15% | David Manthey76% | $62 → $53 | Maintains | Outperform | Get Alert |
| 08/29/2024 | AIT | Buy Now | Applied Industrial Techs | $226.20 | -7.16% | David Manthey76% | $205 → $210 | Maintains | Outperform | Get Alert |
| 08/07/2024 | BLDR | Buy Now | Builders FirstSource | $125.36 | 51.56% | David Manthey76% | $185 → $190 | Upgrade | Neutral → Outperform | Get Alert |
| 08/02/2024 | WCC | Buy Now | WESCO Intl | $157.85 | 8.96% | David Manthey76% | $195 → $172 | Maintains | Neutral | Get Alert |
| 08/02/2024 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | -7.14% | David Manthey76% | $117 → $115 | Maintains | Outperform | Get Alert |
| 08/01/2024 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | 35.72% | David Manthey76% | $175 → $168 | Maintains | Outperform | Get Alert |
| 08/01/2024 | CLH | Buy Now | Clean Harbors | $196.43 | 36.44% | David Manthey76% | $242 → $268 | Maintains | Outperform | Get Alert |
| 07/31/2024 | WSO | Buy Now | Watsco | $506.97 | 2.96% | David Manthey76% | $460 → $522 | Maintains | Outperform | Get Alert |
| 07/26/2024 | WM | Buy Now | Waste Management | $229.50 | -5.88% | David Manthey76% | $226 → $216 | Maintains | Neutral | Get Alert |
| 07/26/2024 | POOL | Buy Now | Pool | $318.00 | 18.55% | David Manthey76% | $305 → $377 | Maintains | Neutral | Get Alert |
| 07/25/2024 | RSG | Buy Now | Republic Servs | $240.14 | -12.55% | David Manthey76% | $208 → $210 | Maintains | Neutral | Get Alert |
| 06/25/2024 | POOL | Buy Now | Pool | $318.00 | -4.09% | David Manthey76% | $380 → $305 | Maintains | Neutral | Get Alert |
| 06/21/2024 | GMS | Buy Now | GMS | $73.88 | 35.36% | David Manthey76% | $112 → $100 | Maintains | Outperform | Get Alert |
| 06/14/2024 | MSM | Buy Now | MSC Industrial Direct Co | $78.54 | 6.95% | David Manthey76% | $95 → $84 | Maintains | Neutral | Get Alert |
| 06/05/2024 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | 41.37% | David Manthey76% | $185 → $175 | Maintains | Outperform | Get Alert |
| 05/29/2024 | WCC | Buy Now | WESCO Intl | $157.85 | 23.54% | David Manthey76% | $200 → $195 | Downgrade | Outperform → Neutral | Get Alert |
| 05/29/2024 | MSM | Buy Now | MSC Industrial Direct Co | $78.54 | 20.96% | David Manthey76% | $112 → $95 | Downgrade | Outperform → Neutral | Get Alert |
| 05/08/2024 | HLMN | Buy Now | Hillman Solns | $8.86 | 24.22% | David Manthey76% | $10 → $11 | Maintains | Outperform | Get Alert |
| 05/08/2024 | BLDR | Buy Now | Builders FirstSource | $125.36 | 57.15% | David Manthey76% | $207 → $197 | Maintains | Neutral | Get Alert |
| 05/07/2024 | FAST | Buy Now | Fastenal | $76.87 | -10.24% | David Manthey76% | $71 → $69 | Maintains | Neutral | Get Alert |
| 05/03/2024 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | -5.52% | David Manthey76% | $115 → $117 | Maintains | Outperform | Get Alert |
| 05/02/2024 | CLH | Buy Now | Clean Harbors | $196.43 | 22.18% | David Manthey76% | $235 → $240 | Maintains | Outperform | Get Alert |
| 04/30/2024 | WM | Buy Now | Waste Management | $229.50 | -3.27% | David Manthey76% | $214 → $222 | Maintains | Neutral | Get Alert |
| 04/26/2024 | SRCL | Buy Now | Stericycle | — | — | David Manthey76% | $62 → $55 | Maintains | Neutral | Get Alert |
| 04/25/2024 | WSO | Buy Now | Watsco | $506.97 | -9.26% | David Manthey76% | $420 → $460 | Maintains | Outperform | Get Alert |
| 04/16/2024 | CLH | Buy Now | Clean Harbors | $196.43 | 19.64% | David Manthey76% | $192 → $235 | Maintains | Outperform | Get Alert |
| 04/12/2024 | FAST | Buy Now | Fastenal | $76.87 | -7.63% | David Manthey76% | $77 → $71 | Maintains | Neutral | Get Alert |
| 03/07/2024 | FAST | Buy Now | Fastenal | $76.87 | 0.17% | David Manthey76% | $74 → $77 | Maintains | Neutral | Get Alert |
| 03/06/2024 | FERG | Buy Now | Ferguson | $161.76 | 37.24% | David Manthey76% | $205 → $222 | Maintains | Outperform | Get Alert |
| 03/01/2024 | GMS | Buy Now | GMS | $73.88 | 42.13% | David Manthey76% | $92 → $105 | Maintains | Outperform | Get Alert |
| 02/29/2024 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | -7.14% | David Manthey76% | $99 → $115 | Upgrade | Neutral → Outperform | Get Alert |
| 02/15/2024 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | 53.49% | David Manthey76% | $175 → $190 | Maintains | Outperform | Get Alert |
| 02/14/2024 | WSO | Buy Now | Watsco | $506.97 | -19.13% | David Manthey76% | $400 → $410 | Maintains | Outperform | Get Alert |
| 02/14/2024 | WCC | Buy Now | WESCO Intl | $157.85 | 7.7% | David Manthey76% | $203 → $170 | Maintains | Outperform | Get Alert |
| 01/19/2024 | FAST | Buy Now | Fastenal | $76.87 | -5.03% | David Manthey76% | $62 → $73 | Maintains | Neutral | Get Alert |
| 09/27/2023 | FERG | Buy Now | Ferguson | $161.76 | 11.28% | David Manthey76% | $172 → $180 | Maintains | Outperform | Get Alert |
| 08/11/2023 | AIT | Buy Now | Applied Industrial | $226.20 | -18.21% | David Manthey76% | $161 → $185 | Maintains | Outperform | Get Alert |
| 08/02/2023 | WSO | Buy Now | Watsco | $506.97 | -25.04% | David Manthey76% | $375 → $380 | Maintains | Outperform | Get Alert |
| 07/28/2023 | GWW | Buy Now | W.W. Grainger | $976.78 | -19.12% | David Manthey76% | $795 → $790 | Maintains | Outperform | Get Alert |
| 06/30/2023 | MSM | Buy Now | MSC Industrial Direct Co | $78.54 | 40.06% | David Manthey76% | $104 → $110 | Maintains | Outperform | Get Alert |
| 06/07/2023 | CNM | Buy Now | Core & Main | $49.93 | -31.9% | David Manthey76% | $33 → $34 | Maintains | Outperform | Get Alert |
| 06/02/2023 | LULU | Buy Now | Lululemon Athletica | $289.79 | 50.11% | David Manthey76% | $430 → $435 | Maintains | Outperform | Get Alert |
| 05/11/2023 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey76% | $50 → $54 | Maintains | Outperform | Get Alert |
| 05/05/2023 | WCC | Buy Now | WESCO Intl | $157.85 | 14.03% | David Manthey76% | → $180 | Upgrade | Neutral → Outperform | Get Alert |
| 05/04/2023 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | 37.33% | David Manthey76% | $163 → $170 | Maintains | Outperform | Get Alert |
| 05/04/2023 | CLH | Buy Now | Clean Harbors | $196.43 | -16% | David Manthey76% | $160 → $165 | Maintains | Outperform | Get Alert |
| 05/04/2023 | BLDR | Buy Now | Builders FirstSource | $125.36 | -23.42% | David Manthey76% | → $96 | Downgrade | Outperform → Neutral | Get Alert |
| 04/28/2023 | WM | Buy Now | Waste Management | $229.50 | -27.23% | David Manthey76% | → $167 | Maintains | Neutral | Get Alert |
| 04/28/2023 | GWW | Buy Now | W.W. Grainger | $976.78 | -22.19% | David Manthey76% | $730 → $760 | Maintains | Outperform | Get Alert |
| 04/28/2023 | AIT | Buy Now | Applied Industrial | $226.20 | -28.82% | David Manthey76% | $160 → $161 | Maintains | Outperform | Get Alert |
| 04/21/2023 | WSO | Buy Now | Watsco | $506.97 | -26.03% | David Manthey76% | $355 → $375 | Maintains | Outperform | Get Alert |
| 04/21/2023 | POOL | Buy Now | Pool | $318.00 | 16.35% | David Manthey76% | $385 → $370 | Maintains | Neutral | Get Alert |
| 04/19/2023 | WSO | Buy Now | Watsco | $506.97 | -29.98% | David Manthey76% | $350 → $355 | Maintains | Outperform | Get Alert |
| 04/19/2023 | POOL | Buy Now | Pool | $318.00 | 21.07% | David Manthey76% | $404 → $385 | Maintains | Neutral | Get Alert |
| 04/14/2023 | FAST | Buy Now | Fastenal | $76.87 | -25.85% | David Manthey76% | $56 → $57 | Maintains | Neutral | Get Alert |
| 04/05/2023 | WM | Buy Now | Waste Management | $229.50 | -28.1% | David Manthey76% | → $165 | Maintains | Neutral | Get Alert |
| 04/05/2023 | MSM | Buy Now | MSC Industrial Direct Co | $78.54 | 32.42% | David Manthey76% | $95 → $104 | Maintains | Outperform | Get Alert |
| 03/29/2023 | CNM | Buy Now | Core & Main | $49.93 | -33.91% | David Manthey76% | $29 → $33 | Maintains | Outperform | Get Alert |
| 03/29/2023 | LULU | Buy Now | Lululemon Athletica | $289.79 | 46.66% | David Manthey76% | $410 → $425 | Maintains | Outperform | Get Alert |
| 03/17/2023 | AIT | Buy Now | Applied Industrial | $226.20 | -29.27% | David Manthey76% | → $160 | Upgrade | Neutral → Outperform | Get Alert |
| 03/07/2023 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey76% | $42 → $43 | Maintains | Outperform | Get Alert |
| 03/01/2023 | BLDR | Buy Now | Builders FirstSource | $125.36 | -23.42% | David Manthey76% | $80 → $96 | Maintains | Outperform | Get Alert |
| 02/27/2023 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | -38.63% | David Manthey76% | $65 → $76 | Maintains | Neutral | Get Alert |
| 02/24/2023 | SRCL | Buy Now | Stericycle | — | — | David Manthey76% | $65 → $53 | Downgrade | Outperform → Neutral | Get Alert |
| 02/17/2023 | WSO | Buy Now | Watsco | $506.97 | -30.96% | David Manthey76% | $323 → $350 | Maintains | Outperform | Get Alert |
| 02/17/2023 | POOL | Buy Now | Pool | $318.00 | 27.04% | David Manthey76% | $368 → $404 | Maintains | Neutral | Get Alert |
| 02/16/2023 | RSG | Buy Now | Republic Servs | $240.14 | -40.87% | David Manthey76% | $136 → $142 | Maintains | Neutral | Get Alert |
| 02/16/2023 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | 31.68% | David Manthey76% | $160 → $163 | Maintains | Outperform | Get Alert |
| 02/15/2023 | WCC | Buy Now | WESCO Intl | $157.85 | 19.73% | David Manthey76% | $170 → $189 | Maintains | Neutral | Get Alert |
| 01/31/2023 | WM | Buy Now | Waste Management | $229.50 | -30.28% | David Manthey76% | $166 → $160 | Maintains | Neutral | Get Alert |
| 01/27/2023 | AIT | Buy Now | Applied Industrial | $226.20 | -29.27% | David Manthey76% | $138 → $160 | Maintains | Neutral | Get Alert |
| 01/24/2023 | WCC | Buy Now | WESCO Intl | $157.85 | 7.7% | David Manthey76% | $161 → $170 | Maintains | Neutral | Get Alert |
| 01/24/2023 | GWW | Buy Now | W.W. Grainger | $976.78 | -33.46% | David Manthey76% | $640 → $650 | Maintains | Outperform | Get Alert |
| 01/24/2023 | GMS | Buy Now | GMS | $73.88 | -7.95% | David Manthey76% | $67 → $68 | Maintains | Outperform | Get Alert |
| 01/24/2023 | FERG | Buy Now | Ferguson | $161.76 | -1.09% | David Manthey76% | $155 → $160 | Maintains | Outperform | Get Alert |
| 01/24/2023 | CNM | Buy Now | Core & Main | $49.93 | -41.92% | David Manthey76% | $30 → $29 | Maintains | Outperform | Get Alert |
| 01/24/2023 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | -47.51% | David Manthey76% | $67 → $65 | Maintains | Neutral | Get Alert |
| 01/24/2023 | AIT | Buy Now | Applied Industrial | $226.20 | -38.99% | David Manthey76% | $137 → $138 | Maintains | Neutral | Get Alert |
| 10/31/2022 | GWW | Buy Now | W.W. Grainger | $976.78 | -34.48% | David Manthey76% | $590 → $640 | Maintains | Outperform | Get Alert |
| 10/26/2022 | WM | Buy Now | Waste Management | $229.50 | -27.67% | David Manthey76% | $166 → $166 | Maintains | Neutral | Get Alert |
| 10/21/2022 | POOL | Buy Now | Pool | $318.00 | 15.72% | David Manthey76% | $398 → $368 | Maintains | Neutral | Get Alert |
| 10/21/2022 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey76% | $42 → $40 | Maintains | Outperform | Get Alert |
| 10/19/2022 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | 21.18% | David Manthey76% | → $150 | Upgrade | Neutral → Outperform | Get Alert |
| 10/14/2022 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | -47.51% | David Manthey76% | $77 → $65 | Downgrade | Outperform → Neutral | Get Alert |
| 09/28/2022 | FERG | Buy Now | Ferguson | $161.76 | -13.45% | David Manthey76% | $132 → $140 | Maintains | Outperform | Get Alert |
| 09/14/2022 | CNM | Buy Now | Core & Main | $49.93 | -39.92% | David Manthey76% | $27 → $30 | Maintains | Outperform | Get Alert |
| 08/12/2022 | AIT | Buy Now | Applied Industrial | $226.20 | -42.97% | David Manthey76% | → $129 | Downgrade | Outperform → Neutral | Get Alert |
| 08/02/2022 | BLDR | Buy Now | Builders FirstSource | $125.36 | -20.23% | David Manthey76% | $74 → $100 | Maintains | Outperform | Get Alert |
| 08/01/2022 | GWW | Buy Now | W.W. Grainger | $976.78 | -38.57% | David Manthey76% | $505 → $600 | Maintains | Outperform | Get Alert |
| 07/27/2022 | WM | Buy Now | Waste Management | $229.50 | -27.67% | David Manthey76% | → $166 | Maintains | Neutral | Get Alert |
| 07/27/2022 | WSO | Buy Now | Watsco | $506.97 | -36.29% | David Manthey76% | $313 → $323 | Maintains | Outperform | Get Alert |
| 07/14/2022 | WSO | Buy Now | Watsco | $506.97 | -38.26% | David Manthey76% | → $313 | Upgrade | Neutral → Outperform | Get Alert |
| 07/14/2022 | FAST | Buy Now | Fastenal | $76.87 | -37.56% | David Manthey76% | → $48 | Downgrade | Outperform → Neutral | Get Alert |
| 07/14/2022 | POOL | Buy Now | Pool | $318.00 | 25.16% | David Manthey76% | → $398 | Downgrade | Outperform → Neutral | Get Alert |
| 07/14/2022 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | 4.21% | David Manthey76% | → $129 | Downgrade | Outperform → Neutral | Get Alert |
| 06/30/2022 | MSM | Buy Now | MSC Industrial Direct Co | $78.54 | 27.32% | David Manthey76% | $105 → $100 | Maintains | Outperform | Get Alert |
| 06/24/2022 | GMS | Buy Now | GMS | $73.88 | -25.55% | David Manthey76% | $68 → $55 | Maintains | Outperform | Get Alert |
| 06/15/2022 | CNM | Buy Now | Core & Main | $49.93 | -41.92% | David Manthey76% | $28 → $29 | Maintains | Outperform | Get Alert |
| 02/25/2022 | SRCL | Buy Now | Stericycle | — | — | David Manthey76% | $77 → $72 | Maintains | Outperform | Get Alert |
| 02/18/2022 | POOL | Buy Now | Pool | $318.00 | 88.68% | David Manthey76% | $555 → $600 | Maintains | Outperform | Get Alert |
| 02/02/2022 | WM | Buy Now | Waste Management | $229.50 | -33.77% | David Manthey76% | → $152 | Maintains | Neutral | Get Alert |
| 12/16/2021 | FERG | Buy Now | Ferguson | $161.76 | 23.64% | David Manthey76% | → $200 | Initiates | → Outperform | Get Alert |
| 10/26/2021 | WM | Buy Now | Waste Management | $229.50 | -32.02% | David Manthey76% | $156 → $156 | Maintains | Neutral | Get Alert |
| 08/18/2021 | AIT | Buy Now | Applied Industrial | $226.20 | -50.93% | David Manthey76% | $104 → $111 | Maintains | Outperform | Get Alert |
| 08/17/2021 | CNM | Buy Now | Core & Main | $49.93 | -35.91% | David Manthey76% | → $32 | Initiates | → Outperform | Get Alert |
| 08/10/2021 | HLMN | Buy Now | Hillman Solutions | $8.86 | 91.98% | David Manthey76% | → $17 | Initiates | → Outperform | Get Alert |
| 07/28/2021 | WM | Buy Now | Waste Management | $229.50 | -32.02% | David Manthey76% | → $156 | Maintains | Neutral | Get Alert |
| 06/25/2021 | GMS | Buy Now | GMS | $73.88 | -21.49% | David Manthey76% | $50 → $58 | Upgrade | Neutral → Outperform | Get Alert |
| 05/03/2021 | GWW | Buy Now | W.W. Grainger | $976.78 | -48.81% | David Manthey76% | $452 → $500 | Maintains | Outperform | Get Alert |
| 02/16/2021 | RSG | Buy Now | Republic Servs | $240.14 | -60.02% | David Manthey76% | $103 → $96 | Downgrade | Outperform → Neutral | Get Alert |
| 02/16/2021 | WM | Buy Now | Waste Management | $229.50 | -46.84% | David Manthey76% | $128 → $122 | Downgrade | Outperform → Neutral | Get Alert |
| 10/12/2020 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | -65.28% | David Manthey76% | $36 → $43 | Upgrade | Neutral → Outperform | Get Alert |
| 09/16/2020 | WM | Buy Now | Waste Management | $229.50 | -44.23% | David Manthey76% | $122 → $128 | Maintains | Outperform | Get Alert |
| 09/15/2020 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | 9.06% | David Manthey76% | → $135 | Upgrade | Neutral → Outperform | Get Alert |
| 07/21/2020 | GWW | Buy Now | W.W. Grainger | $976.78 | -63.14% | David Manthey76% | $335 → $360 | Maintains | Outperform | Get Alert |
| 06/19/2020 | POOL | Buy Now | Pool | $318.00 | -14.78% | David Manthey76% | $258 → $271 | Maintains | Outperform | Get Alert |
| 05/29/2020 | RSG | Buy Now | Republic Servs | $240.14 | -62.52% | David Manthey76% | → $90 | Initiates | → Outperform | Get Alert |
| 05/29/2020 | WM | Buy Now | Waste Management | $229.50 | -49.89% | David Manthey76% | → $115 | Initiates | → Outperform | Get Alert |
| 05/07/2020 | FAST | Buy Now | Fastenal | $76.87 | -45.36% | David Manthey76% | $39 → $42 | Maintains | Outperform | Get Alert |
| 04/24/2020 | WSO | Buy Now | Watsco | $506.97 | -66.86% | David Manthey76% | $170 → $168 | Maintains | Neutral | Get Alert |
| 04/15/2020 | FAST | Buy Now | Fastenal | $76.87 | -49.26% | David Manthey76% | $38 → $39 | Maintains | Outperform | Get Alert |
| 04/09/2020 | MSM | Buy Now | MSC Industrial Direct Co | $78.54 | -10.87% | David Manthey76% | $62 → $70 | Maintains | Outperform | Get Alert |
| 04/06/2020 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | -48.3% | David Manthey76% | → $64 | Downgrade | Outperform → Neutral | Get Alert |
| 03/27/2020 | GWW | Buy Now | W.W. Grainger | $976.78 | -69.29% | David Manthey76% | $340 → $300 | Upgrade | Neutral → Outperform | Get Alert |
| 03/13/2020 | FAST | Buy Now | Fastenal | $76.87 | -47.96% | David Manthey76% | $38 → $40 | Upgrade | Neutral → Outperform | Get Alert |
| 03/06/2020 | GMS | Buy Now | GMS | $73.88 | -62.1% | David Manthey76% | $35 → $28 | Maintains | Neutral | Get Alert |
| 03/04/2020 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey76% | $34 → $33 | Maintains | Outperform | Get Alert |
| 02/20/2020 | SRCL | Buy Now | Stericycle | — | — | David Manthey76% | $65 → $75 | Maintains | Neutral | Get Alert |
| 02/19/2020 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | -6.29% | David Manthey76% | $90 → $116 | Maintains | Outperform | Get Alert |
| 12/06/2019 | GMS | Buy Now | GMS | $73.88 | -52.62% | David Manthey76% | $28 → $35 | Maintains | Neutral | Get Alert |
| 10/24/2019 | GWW | Buy Now | W.W. Grainger | $976.78 | -65.19% | David Manthey76% | $320 → $340 | Maintains | Neutral | Get Alert |
| 10/18/2019 | WSO | Buy Now | Watsco | $506.97 | -65.48% | David Manthey76% | $160 → $175 | Maintains | Neutral | Get Alert |
| 10/18/2019 | POOL | Buy Now | Pool | $318.00 | -27.67% | David Manthey76% | $192 → $230 | Maintains | Outperform | Get Alert |
| 10/14/2019 | FAST | Buy Now | Fastenal | $76.87 | -51.87% | David Manthey76% | $34 → $37 | Maintains | Neutral | Get Alert |
| 09/11/2019 | HDS | Buy Now | HD Supply Holdings | — | — | David Manthey76% | $50 → $40 | Downgrade | Outperform → Neutral | Get Alert |
| 08/02/2019 | SRCL | Buy Now | Stericycle | — | — | David Manthey76% | → $44 | Upgrade | Underperform → Neutral | Get Alert |
| 06/25/2019 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | -37.8% | David Manthey76% | → $77 | Upgrade | Neutral → Outperform | Get Alert |
| 04/18/2019 | SRCL | Buy Now | Stericycle | — | — | David Manthey76% | — | Downgrade | Neutral → Underperform | Get Alert |
| 04/11/2019 | MSM | Buy Now | MSC Industrial Direct Co | $78.54 | 6.95% | David Manthey76% | $88 → $84 | Maintains | Neutral | Get Alert |
| 03/26/2019 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | -71.74% | David Manthey76% | $36 → $35 | Maintains | Neutral | Get Alert |
| 02/22/2019 | POOL | Buy Now | Pool | $318.00 | — | David Manthey76% | — | Upgrade | Neutral → Outperform | Get Alert |
| 01/25/2019 | HDS | Buy Now | HD Supply Holdings | — | — | David Manthey76% | — | Upgrade | Neutral → Outperform | Get Alert |
| 12/19/2018 | SRCL | Buy Now | Stericycle | — | — | David Manthey76% | $56 → $44 | Maintains | Neutral | Get Alert |
| 11/02/2018 | SRCL | Buy Now | Stericycle | — | — | David Manthey76% | $70 → $56 | Maintains | Neutral | Get Alert |
| 11/02/2018 | DNOW | Buy Now | NOW | $17.11 | -6.51% | David Manthey76% | $17 → $16 | Maintains | Neutral | Get Alert |
| 10/19/2018 | POOL | Buy Now | Pool | $318.00 | -51.26% | David Manthey76% | $163 → $155 | Maintains | Neutral | Get Alert |
| 10/19/2018 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey76% | $27 → $34 | Maintains | Outperform | Get Alert |
| 10/02/2018 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | -70.12% | David Manthey76% | $55 → $37 | Downgrade | Outperform → Neutral | Get Alert |
| 09/25/2018 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey76% | — | Upgrade | Neutral → Outperform | Get Alert |
| 07/03/2018 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | — | David Manthey76% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/03/2018 | POOL | Buy Now | Pool | $318.00 | — | David Manthey76% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/03/2018 | WSO | Buy Now | Watsco | $506.97 | — | David Manthey76% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/03/2018 | FAST | Buy Now | Fastenal | $76.87 | — | David Manthey76% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/03/2018 | GMS | Buy Now | GMS | $73.88 | — | David Manthey76% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/03/2018 | GWW | Buy Now | W.W. Grainger | $976.78 | — | David Manthey76% | — | Downgrade | Outperform → Neutral | Get Alert |
| 06/06/2018 | HDS | Buy Now | HD Supply Holdings | — | — | David Manthey76% | $45 → $47 | Maintains | Neutral | Get Alert |
| 04/25/2018 | WSO | Buy Now | Watsco | $506.97 | -63.51% | David Manthey76% | $176 → $185 | Maintains | Outperform | Get Alert |
| 03/02/2018 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey76% | $22 → $24 | Maintains | Neutral | Get Alert |
| 02/13/2018 | SRCL | Buy Now | Stericycle | — | — | David Manthey76% | — | Upgrade | Underperform → Neutral | Get Alert |
| 10/20/2017 | POOL | Buy Now | Pool | $318.00 | -58.81% | David Manthey76% | $125 → $131 | Maintains | Outperform | Get Alert |
| 10/20/2017 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey76% | $20 → $22 | Maintains | Neutral | Get Alert |
| 10/13/2017 | DNOW | Buy Now | NOW | $17.11 | — | David Manthey76% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/27/2017 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey76% | — | Downgrade | Outperform → Neutral | Get Alert |
| 07/13/2017 | MSM | Buy Now | MSC Industrial Direct Co | $78.54 | 8.23% | David Manthey76% | $92 → $85 | Maintains | Neutral | Get Alert |
| 07/12/2017 | FAST | Buy Now | Fastenal | $76.87 | — | David Manthey76% | — | Upgrade | Neutral → Outperform | Get Alert |
| 06/07/2017 | HDS | Buy Now | HD Supply Holdings | — | — | David Manthey76% | → $37 | Downgrade | → Neutral | Get Alert |
| 05/05/2017 | SRCL | Buy Now | Stericycle | — | — | David Manthey76% | → $73 | Downgrade | Neutral → Underperform | Get Alert |
| 04/26/2017 | DNOW | Buy Now | NOW | $17.11 | 28.54% | David Manthey76% | $20 → $22 | Upgrade | Neutral → Outperform | Get Alert |
| 03/07/2017 | FBM | Buy Now | Foundation Building | — | — | David Manthey76% | → $18 | Initiates | → Neutral | Get Alert |
| 03/01/2017 | GMS | Buy Now | GMS | $73.88 | -51.27% | David Manthey76% | $32 → $36 | Upgrade | Neutral → Outperform | Get Alert |
| 02/17/2017 | POOL | Buy Now | Pool | $318.00 | -59.12% | David Manthey76% | $103 → $130 | Upgrade | Market Perform → Outperform | Get Alert |
| 11/22/2016 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | -54.78% | David Manthey76% | $57 → $56 | Maintains | Outperform | Get Alert |
| 09/23/2016 | SRCL | Buy Now | Stericycle | — | — | David Manthey76% | $99 → $85 | Maintains | Neutral | Get Alert |
| 06/20/2016 | GMS | Buy Now | GMS | $73.88 | -66.16% | David Manthey76% | → $25 | Initiates | → Neutral | Get Alert |
| 06/06/2016 | SITE | Buy Now | SiteOne Landscape Supply | $123.78 | -69.3% | David Manthey76% | → $38 | Initiates | → Buy | Get Alert |
| 04/21/2016 | WSO | Buy Now | Watsco | $506.97 | -71.6% | David Manthey76% | $136 → $144 | Maintains | Outperform | Get Alert |
| 03/09/2016 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey76% | $18 → $13 | Maintains | Outperform | Get Alert |
| 10/23/2015 | SRCL | Buy Now | Stericycle | — | — | David Manthey76% | → $130 | Downgrade | Outperform → Neutral | Get Alert |
| 10/22/2015 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey76% | $16 → $18 | Upgrade | Neutral → Outperform | Get Alert |
| 08/24/2015 | GWW | Buy Now | W.W. Grainger | $976.78 | -75.43% | David Manthey76% | $258 → $240 | Downgrade | Outperform → Neutral | Get Alert |
| 08/24/2015 | FAST | Buy Now | Fastenal | $76.87 | -42.76% | David Manthey76% | $22.5 → $22 | Downgrade | Outperform → Neutral | Get Alert |
| 07/28/2015 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | -67.7% | David Manthey76% | $33 → $40 | Upgrade | Neutral → Outperform | Get Alert |
| 04/16/2015 | WSO | Buy Now | Watsco | $506.97 | -73.17% | David Manthey76% | $122 → $136 | Maintains | Outperform | Get Alert |
| 03/27/2015 | MSM | Buy Now | MSC Industrial Direct Co | $78.54 | -1.96% | David Manthey76% | $96 → $77 | Downgrade | Outperform → Neutral | Get Alert |
| 03/18/2015 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey76% | $17 → $15 | Maintains | Neutral | Get Alert |
| 01/08/2015 | MSM | Buy Now | MSC Industrial Direct Co | $78.54 | 22.23% | David Manthey76% | → $96 | Upgrade | Neutral → Outperform | Get Alert |
| 07/01/2014 | HCCI | Buy Now | Heritage-Crystal Clean | — | — | David Manthey76% | — | Downgrade | Outperform → Neutral | Get Alert |
| 06/13/2014 | SRCL | Buy Now | Stericycle | — | — | David Manthey76% | $128 → $140 | Upgrade | Neutral → Outperform | Get Alert |
| 02/14/2014 | GWW | Buy Now | W.W. Grainger | $976.78 | -71.85% | David Manthey76% | → $275 | Upgrade | Neutral → Outperform | Get Alert |
| 10/31/2013 | MSM | Buy Now | MSC Industrial Direct Co | $78.54 | 10.77% | David Manthey76% | $99 → $87 | Downgrade | Outperform → Neutral | Get Alert |
| 10/01/2013 | BECN | Buy Now | Beacon Roofing Supply | $123.84 | — | David Manthey76% | — | Downgrade | Outperform → Neutral | Get Alert |
| 09/26/2013 | WSO | Buy Now | Watsco | $506.97 | -77.71% | David Manthey76% | $100 → $113 | Upgrade | Neutral → Outperform | Get Alert |
| 01/15/2013 | WSO | Buy Now | Watsco | $506.97 | — | David Manthey76% | — | Downgrade | Outperform → Neutral | Get Alert |
