Position in CDNL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,626,888
+$9,812,614 QoQ
Shares Held
112,812
+449.4% QoQ
Ownership
0.263%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 156 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in CDNL Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $6,352,060,862 across 43 Engineering & Construction names. CDNL ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
2,311,374 | $1,664,281,724 | |
| 2 | FIX |
Comfort Systems USA Inc
|
430,085 | $852,406,958 | |
| 3 | EME |
EMCOR Group, Inc.
|
560,165 | $464,869,721 | |
| 4 | STRL |
Sterling Infrastructure, Inc.
|
514,000 | $431,431,035 | |
| 5 | J |
Jacobs Solutions Inc.
|
3,176,879 | $400,286,754 | |
| 6 | MTZ |
Mastec Inc
|
653,503 | $271,896,451 | |
| 7 | IESC |
IES Holdings, Inc.
|
308,442 | $226,599,994 | |
| 8 | 552,459 | $195,863,284 |
All Filings in CDNL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,626,888 | 112,812 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||