Position in DFH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,093,568
+$6,265,185 QoQ
Shares Held
642,733
+85.3% QoQ
Ownership
0.708%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 204 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $2,146,276,330 across 19 Residential Construction names. DFH ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
3,696,034 | $602,010,011 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
2,565,379 | $351,995,644 | |
| 3 | LEN |
Lennar Corp /New/
|
3,730,132 | $337,205,418 | |
| 4 | NVR |
Nvr Inc
|
31,899 | $217,340,634 | |
| 5 | TOL |
Toll Brothers, Inc.
|
1,156,108 | $190,468,786 | |
| 6 | IBP |
Installed Building Products, Inc.
|
636,759 | $146,352,684 | |
| 7 | MTH |
Meritage Homes CORP
|
804,790 | $67,481,635 | |
| 8 | KBH |
Kb Home
|
907,781 | $56,818,009 |
All Filings in DFH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,093,568 | 642,733 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,828,383 | 346,867 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,420,792 | 258,526 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,612,636 | 216,537 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $5,868,128 | 233,511 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $9,896,369 | 438,669 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,903,714 | 468,574 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $11,646,508 | 321,638 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $5,179,023 | 200,582 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $9,105,368 | 208,218 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $5,082,492 | 143,048 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,101,116 | 49,533 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,355,741 | 55,134 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $504,105 | 38,046 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $278,900 | 32,206 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $551,282 | 52,008 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $691,309 | 64,973 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $899,071 | 52,639 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,970,808 | 101,327 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $581,455 | 33,552 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $576,132 | 23,583 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $726,769 | 30,194 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||