MORGAN STANLEY

Position in CMC — COMMERCIAL METALS Co

CIK 895421 NEW YORK, NY

Back to CMC Full portfolio

Position in CMC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$99,315,734

+$13,460,990 QoQ

Shares Held

1,582,721

+13.2% QoQ

Ownership

1.43%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#14

of 520 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 54% Shared 0% None 46%

Common Shares in CMC Over Time

Shares Held

Position Value (USD)

Position in Metal Fabrication

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $1,001,510,080 across 13 Metal Fabrication names. CMC ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATI	Ati Inc	1,865,178	$367,626,574
2	CRS	Carpenter Technology Corp	389,421	$240,210,445
3	MLI	Mueller Industries Inc	2,492,460	$153,199,048
4	CMC	COMMERCIAL METALS Co This page	1,582,721	$99,315,734
5	GPGI	GPGI, Inc.	2,209,053	$35,013,487
6	ESAB	ESAB Corp	352,497	$34,766,774
7	PRLB	Proto Labs Inc	314,778	$25,657,549
8	WOR	Worthington Enterprises, Inc.	472,640	$25,409,122

All Filings in CMC

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,315,734	1,582,721	+13.2%	Shares	Defined	2026-08-13
2026-03-31	$85,854,744	1,397,603	+23.4%	Shares	Defined	2026-05-15
2025-12-31	$78,417,878	1,132,879	-18.7%	Shares	Defined	2026-05-27
2025-09-30	$79,826,320	1,393,616	+30.0%	Shares	Defined	2026-05-27
2025-06-30	$52,443,399	1,072,243	+4.1%	Shares	Defined	2025-08-15
2025-03-31	$47,392,548	1,030,049	-14.4%	Shares	Defined	2025-05-15
2024-12-31	$59,701,083	1,203,651	+1.5%	Shares	Defined	2025-05-15
2024-09-30	$65,192,338	1,186,178	+11.5%	Shares	Defined	2025-05-14
2024-06-30	$58,485,546	1,063,567	-8.5%	Shares	Defined	2025-05-14
2024-03-31	$68,283,800	1,161,882	-28.0%	Shares	Defined	2024-10-17
2023-12-31	$80,797,881	1,614,666	+19.1%	Shares	Defined	2024-08-16
2023-09-30	$66,996,448	1,355,929	+24.3%	Shares	Defined	2023-11-15
2023-06-30	$57,451,319	1,090,986	-7.2%	Shares	Defined	2023-08-14
2023-03-31	$57,500,234	1,175,874	-18.1%	Shares	Defined	2023-05-15
2022-12-31	$69,335,661	1,435,521	+17.0%	Shares	Defined	2023-02-14
2022-09-30	$43,531,862	1,226,941	-9.8%	Shares	Defined	2022-11-14
2022-06-30	$45,006,031	1,359,699	+158.1%	Shares	Defined	2022-10-27
2022-03-31	$21,929,657	526,902	-0.3%	Shares	Defined	2022-10-27
2021-12-31	$19,185,395	528,669	+27.8%	Shares	Defined	2022-02-14
2021-09-30	$12,602,060	413,725	-51.1%	Shares	Defined	2021-11-15
2021-06-30	$25,999,193	846,328	+76.8%	Shares	Defined	2021-08-23
2021-03-31	$14,761,347	478,643	-34.4%	Shares	Defined	2021-05-17
2020-12-31	$14,991,672	729,877	+72.9%	Shares	Defined	2021-02-16
2020-09-30	$8,436,733	422,259	-51.1%	Shares	Defined	2020-11-13
2020-06-30	$17,627,516	864,094	+2.5%	Shares	Defined	2020-08-14
2020-03-31	$13,309,278	842,893	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.