MORGAN STANLEY

Position in CMC — COMMERCIAL METALS Co

CIK 895421 NEW YORK, NY

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Position in CMC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$85,854,744

+$7,436,866 QoQ

Shares Held

1,397,603

+23.4% QoQ

Ownership

1.26%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 58.42589061414436.ToString("F0")% Shared 0.ToString("F0")% None 41.57410938585564.ToString("F0")%

Common Shares in CMC Over Time

Shares Held

Position Value (USD)

Position in Metal Fabrication

Industrials · as of Mar 31, 2026

MORGAN STANLEY holds $671,612,755 across 15 Metal Fabrication names. CMC ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATI	Ati Inc	1,668,591	$242,713,238
2	CRS	Carpenter Technology Corp	349,792	$137,870,512
3	CMC	COMMERCIAL METALS Co This page	1,397,603	$85,854,744
4	MLI	Mueller Industries Inc	1,281,839	$71,013,877
5	ESAB	ESAB Corp	492,494	$47,604,465
6	GPGI	GPGI, Inc.	1,880,334	$32,153,708
7	WOR	Worthington Enterprises, Inc.	399,376	$20,823,461
8	PRLB	Proto Labs Inc	293,581	$16,739,984

All Filings in CMC

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.