Position in BOBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,972,117
New position
Shares Held
423,159
first reported quarter
Ownership
0.324%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 83 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 98.8952143284203.ToString("F0")%
Shared 0.ToString("F0")%
None 1.1047856715797135.ToString("F0")%
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $2,971,991,328 across 37 Specialty Retail names. BOBS ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
935,994 | $681,272,585 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
1,120,044 | $585,458,189 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
8,485,110 | $384,375,476 | |
| 4 | BBY |
Best Buy Co Inc
|
4,115,929 | $264,242,635 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
1,052,855 | $208,770,608 | |
| 6 | WSM |
Williams Sonoma Inc
|
1,056,318 | $192,598,455 | |
| 7 | FIVE |
Five Below, Inc
|
822,143 | $187,843,225 | |
| 8 | MUSA |
Murphy USA Inc.
|
210,612 | $104,036,004 |
All Filings in BOBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,972,117 | 423,159 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||