Position in KNF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$89,497,713
-$23,997,985 QoQ
Shares Held
1,069,907
-23.0% QoQ
Ownership
1.88%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 391 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in KNF Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026MORGAN STANLEY holds $2,378,511,954 across 15 Building Materials names. KNF ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRH |
Crh Public Ltd Co
|
7,693,822 | $823,238,954 | |
| 2 | MLM |
Martin Marietta Materials Inc
|
1,012,016 | $583,629,620 | |
| 3 | VMC |
Vulcan Materials CO
|
1,774,120 | $523,383,133 | |
| 4 | CX |
Cemex Sab De CV
|
12,453,125 | $149,437,500 | |
| 5 | KNF |
Knife River Corp
This page
|
1,069,907 | $89,497,713 | |
| 6 | EXP |
Eagle Materials Inc
|
309,377 | $69,609,825 | |
| 7 | AMRZ |
Amrize Ltd
|
1,200,250 | $63,973,321 | |
| 8 | JHX |
James Hardie Industries plc
|
1,921,162 | $50,296,018 |
All Filings in KNF
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,497,713 | 1,069,907 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $113,495,698 | 1,390,027 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $83,670,135 | 1,189,341 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $92,998,703 | 1,209,818 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $70,602,020 | 864,797 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $80,202,910 | 889,069 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $76,684,834 | 754,475 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $70,747,890 | 791,452 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $49,901,450 | 711,455 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $69,362,962 | 855,488 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $85,808,520 | 1,296,593 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $41,950,582 | 859,115 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $48,172,768 | 1,107,420 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||