Position in LGIH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,672,522
+$15,195,991 QoQ
Shares Held
434,556
+37.7% QoQ
Ownership
1.87%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 251 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in LGIH 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. LGIH ranks #12 (1.3% 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 LGIH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,672,522 | 434,556 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,476,531 | 315,622 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $15,040,421 | 350,103 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $25,136,537 | 486,106 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $24,138,610 | 468,529 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $20,390,931 | 306,769 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $25,126,582 | 281,058 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $40,967,028 | 345,655 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $17,760,181 | 198,460 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $27,569,209 | 236,910 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $31,912,855 | 239,658 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $20,334,757 | 204,390 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $25,283,641 | 187,439 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,024,662 | 193,148 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $20,908,520 | 225,794 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,906,847 | 220,067 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,319,952 | 222,324 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $17,023,569 | 174,279 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $50,879,684 | 329,361 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $25,702,310 | 181,117 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $27,950,355 | 172,597 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $16,798,715 | 112,509 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $18,678,395 | 176,461 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,219,464 | 96,578 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,176,466 | 81,523 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,870,482 | 85,725 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||