Position in CDNL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$814,274
+$562,827 QoQ
Shares Held
20,534
+97.5% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in CDNL Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026MORGAN STANLEY holds $4,784,812,781 across 42 Engineering & Construction names. CDNL ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
2,146,470 | $1,178,454,949 | |
| 2 | FIX |
Comfort Systems USA Inc
|
460,135 | $634,521,557 | |
| 3 | J |
Jacobs Solutions Inc.
|
3,132,637 | $398,722,028 | |
| 4 | EME |
EMCOR Group, Inc.
|
529,288 | $390,778,614 | |
| 5 | BLD |
QXO Insulation, LLC
|
568,816 | $199,825,054 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
467,749 | $190,500,131 | |
| 7 | MTZ |
Mastec Inc
|
586,743 | $188,778,684 | |
| 8 | ACM |
Aecom
|
1,679,469 | $142,452,553 |
All Filings in CDNL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $814,274 | 20,534 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $251,447 | 10,399 | Shares | Defined | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||