Company Name City State/Region Analyst
84 Lumber Company Eighty Four PA Jim Fritts
ABC Supply Holding Corp. Beloit WI Jim Fritts
ACE Hardware Corporation Oak Brook IL Jim Fritts
Allied Building Products Corp. (acquired by Beacon Roofing Supply, Inc.) East Rutherford NJ Jim Fritts
Anixter International Inc. Glenview IL Gerard Machado
Beacon Roofing Supply, Inc. Herndon VA Gerard Machado
BlueLinx Holdings Inc. Marietta GA Gerard Machado
BMC Stock Holdings, Inc. Raleigh NC Gerard Machado
Boise Cascade Company Boise ID Gerard Machado
Builders FirstSource, Inc. Dallas TX Gerard Machado
Central Garden & Pet Company Walnut Creek CA Jim Fritts
Do it Best Corp. Fort Wayne IN Jim Fritts
Fastenal Company Winona MN Gerard Machado
Ferguson Enterprises, Inc. Newport News VA Gerard Machado
Floor & Decor Holdings, Inc. Smyrna GA Gerard Machado
Foxworth-Galbraith Lumber Co. Dallas TX Gerard Machado
Graybar Electric Company, Inc. St. Louis MO Gerard Machado
Harbor Freight Tools Calabasas CA Jim Fritts
HD Supply Holdings, Inc. Atlanta GA Gerard Machado
Home Depot, Inc. (The) Atlanta GA Jim Fritts
Lowe's Companies, Inc. Mooresville NC Jim Fritts
Lumber Liquidators Holdings, Inc. Toano VA Gerard Machado
Menards, Inc. Eau Claire WI Jim Fritts
Mills Fleet Farm Group, LLC Appleton WI Jim Fritts
MSC Industrial Direct Co., Inc. Melville NY Gerard Machado
Patrick Industries, Inc. Elkhart IN Gerard Machado
Sherwin-Williams Company (The) Cleveland OH Gerard Machado
Southern States Cooperative, Inc. Richmond VA Gerard Machado
SRS Distribution Inc. McKinney TX Gerard Machado
Taiga Building Products Ltd. Burnaby BC Jim Fritts
Tile Shop Holdings, Inc. Plymouth MN Gerard Machado
Tractor Supply Company Brentwood TN Jim Fritts
True Value Company Chicago IL Jim Fritts
United Hardware Distributing Co. Plymouth MN Gerard Machado
W.W. Grainger, Inc. Lake Forest IL Gerard Machado
WESCO International, Inc. Pittsburgh PA Gerard Machado