SiteOne Landscape Supply, Inc.
In the published model solve dated 2026-Q2, anchored at $96.39, SiteOne Landscape Supply, Inc. (SITE) is priced for today's economics sustained for ~5.3 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• SiteOne is the largest wholesale distributor of landscaping supplies in the United States, growing by rolling up a fragmented market of local suppliers, and its sales are tied directly to residential construction, repair and upgrade activity. • The price is rich on every standard lens: at about 27 times operating income it embeds growth held near the company's self-funding ceiling for roughly eight years, a pace only about a fifth of comparable fast-growers have sustained that long. • What mov
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411 institutional managers reported holding SITE in 13F filings for the quarter ended 2026-03-31. 68 opened new positions that quarter. Held by T. Rowe Price, Vanguard Group, AQR Capital, among others. On the short side, 2.7M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (3.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SITE's share count is about flat over the past five years ($206.00M of repurchases, offset by issuance). It pays no dividend. Cash returned over the past three years: $181.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at SITE over the trailing three years. Absence is a fact about the company, not a signal. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SITE's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -7.6% | -2.3% |
| 2023-11-02 | -7.3% | +19.6% |
| 2024-02-23 | +9.3% | -3.0% |
| 2024-05-02 | -4.2% | -21.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SITE's latest 8-K filings: 2026-07-29 (items 2.02, 9.01); 2026-05-19 (items 5.07); 2026-04-29 (items 2.02, 9.01); 2026-04-27 (items 1.01, 2.03, 9.01); 2026-03-31 (items 5.02, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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