Company Name City State/Region Analyst
84 Lumber Company Eighty Four PA Peter Ostrowski
ABC Supply Holding Corp. Beloit WI Peter Ostrowski
ACE Hardware Corporation Oak Brook IL Peter Ostrowski
Allied Building Products Corp. (acquired by Beacon Roofing Supply, Inc.) East Rutherford NJ Peter Ostrowski
Andersons, Inc. (The) (limited coverage) Maumee OH Peter Ostrowski
Anixter International Inc. Glenview IL Peter Ostrowski
Associated Materials, LLC (limited coverage) Cuyahoga Falls OH Peter Ostrowski
Beacon Roofing Supply, Inc. Peabody MA Peter Ostrowski
BlueLinx Holdings Inc. Atlanta GA Peter Ostrowski
BMC Stock Holdings, Inc. Atlanta GA Peter Ostrowski
Boise Cascade Company Boise ID Peter Ostrowski
Builders FirstSource, Inc. Dallas TX Peter Ostrowski
CanWel Building Materials Group Ltd. (limited coverage) Vancouver BC Peter Ostrowski
Central Garden & Pet Company Walnut Creek CA Jim Fritts
Do it Best Corp. Fort Wayne IN Peter Ostrowski
Fastenal Company Winona MN Peter Ostrowski
Ferguson Enterprises, Inc. Newport News VA Peter Ostrowski
Fleet Farm (fka Mills Fleet Farm) Appleton WI Jim Fritts
Floor & Decor Holdings, Inc. Smyrna GA Peter Ostrowski
Foxworth-Galbraith Lumber Co. Dallas TX Peter Ostrowski
Graybar Electric Company, Inc. St. Louis MO Peter Ostrowski
HD Supply Holdings, Inc. Atlanta GA Peter Ostrowski
Home Depot, Inc. (The) Atlanta GA Peter Ostrowski
Huttig Building Products, Inc. (limited coverage) St. Louis MO Peter Ostrowski
Lawson Products, Inc. (limited coverage) Chicago IL Peter Ostrowski
Lowe's Companies, Inc. Mooresville NC Peter Ostrowski
Lumber Liquidators Holdings, Inc. Toano VA Peter Ostrowski
Menards, Inc. Eau Claire WI Peter Ostrowski
Mid-States Distributing Company, Inc. Mendota Heights MN Peter Ostrowski
MSC Industrial Direct Co., Inc. Melville NY Peter Ostrowski
Orgill, Inc. Memphis TN Peter Ostrowski
Patrick Industries, Inc. Elkhart IN Peter Ostrowski
Sherwin-Williams Company (The) Cleveland OH Peter Ostrowski
Southern States Cooperative, Inc. Richmond VA Peter Ostrowski
SRS Distribution Inc. McKinney TX Peter Ostrowski
Taiga Building Products Ltd. (limited coverage) Burnaby BC Peter Ostrowski
Tile Shop Holdings, Inc. Plymouth MN Peter Ostrowski
Tractor Supply Company Brentwood TN Peter Ostrowski
True Value Company Chicago IL Peter Ostrowski
United Hardware Distributing Co. Plymouth MN Peter Ostrowski
Universal Forest Products, Inc. (limited coverage) Grand Rapids MI Peter Ostrowski
W.W. Grainger, Inc. Lake Forest IL Peter Ostrowski
Watsco, Inc.(limited coverage) Coconut Grove FL Peter Ostrowski
WESCO International, Inc. Pittsburgh PA Peter Ostrowski