NYSE · Consumer Discretionary

SITEONE LANDSCAPE SUPPLY INC SITE

SiteOne Landscape Supply, Inc., together with its subsidiaries, engages in the wholesale distribution of landscape supplies in the United States and Canada.

Professional and commerical equipment

Company profile

Business mix

  • The company provides irrigation products, including controllers, valves, sprinkler heads, irrigation pipes, micro irrigation, and drip products.
  • It also offers consultative services consisting of assistance with irrigation project take-offs, commercial project planning, generation of sales leads, business operations, and product support services.
  • In addition, the company provides product knowledge and technical expertise, project services, and partners program services.
  • Additionally, it offers plant varieties under the Portfolio brand; and natural stone under the Solstice brand name.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in industrial distribution?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 30.93 FCF 5.29% Buyback 1.39%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.8% $274.1M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $47.8M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +21.1% +359,365 / 1,699,711
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 14.2% 13F value change +$28.4M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 1.3% 13F value change +$18.5M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 3.1% 13F value change -$680,360
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 1.5% 13F value change +$21.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,699,711 Last 4 periods +359,365 (+21.1%) Total shares 2,059,076 Value $274.1M
Baillie Gifford legacy James Anderson 2 filing periods
13F 2025-03-31 Filed 2025-05-07
New Shares - 13F value change +$163.2M
13F 2025-06-30 Filed 2025-08-06
Sold out Shares -100.0% 13F value change -$163.2M
Settlement As of 13F 2025-06-30 · Filed 2025-08-06
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.