Position in CWH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,159,548
-$1,856,697 QoQ
Shares Held
676,219
-34.2% QoQ
Ownership
0.655%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 211 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in CWH Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $1,237,474,084 across 18 Auto & Truck Dealerships names. CWH ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
6,370,368 | $419,297,613 | |
| 2 | VVV |
Valvoline Inc
|
3,827,602 | $151,343,373 | |
| 3 | KMX |
Carmax Inc
|
2,176,424 | $115,111,054 | |
| 4 | PAG |
Penske Automotive Group, Inc.
|
584,751 | $104,641,185 | |
| 5 | AN |
Autonation, Inc.
|
518,466 | $96,325,790 | |
| 6 | LAD |
Lithia Motors Inc
|
248,365 | $72,147,542 | |
| 7 | OPLN |
OPENLANE, Inc.
|
1,718,880 | $70,886,605 | |
| 8 | RUSHA |
Rush Enterprises Inc \Tx\
|
1,278,243 | $60,827,163 |
All Filings in CWH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,159,548 | 676,219 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,016,245 | 1,027,269 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,077,700 | 1,446,835 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $42,563,740 | 2,695,614 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $22,451,614 | 1,306,086 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $11,676,744 | 722,571 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $13,704,778 | 650,132 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $14,166,201 | 584,897 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $7,830,623 | 438,445 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $18,075,369 | 649,026 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $20,827,536 | 793,128 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $21,749,118 | 1,065,611 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $23,135,428 | 768,619 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,517,968 | 743,554 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $13,548,503 | 607,012 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,652,774 | 776,176 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,675,896 | 772,390 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $16,599,363 | 593,895 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $40,903,544 | 1,012,464 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $33,408,839 | 859,502 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $29,289,401 | 714,550 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $21,752,981 | 597,938 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $17,704,933 | 679,652 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $18,946,971 | 636,873 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,012,955 | 258,209 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,611,617 | 810,478 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||