MORGAN STANLEY

Position in LGIH — LGI Homes, Inc.

CIK 895421 NEW YORK, NY

Back to LGIH Full portfolio

Position in LGIH

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

Position Value

$12,476,531

-$2,563,890 QoQ

Shares Held

315,622

-9.8% QoQ

Ownership

1.36%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Common Shares in LGIH Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Mar 31, 2026

MORGAN STANLEY holds $2,081,735,869 across 20 Residential Construction names. LGIH ranks #15 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	3,843,868	$527,455,558
2	PHM	Pultegroup Inc/Mi/	2,917,809	$343,163,507
3	LEN	Lennar Corp /New/	3,205,597	$278,374,034
4	NVR	Nvr Inc	32,181	$212,067,313
5	TOL	Toll Brothers, Inc.	1,273,748	$173,828,381
6	IBP	Installed Building Products, Inc.	652,040	$172,888,401
7	TMHC	Taylor Morrison Home Corp	1,490,215	$86,790,113
8	MTH	Meritage Homes CORP	952,973	$58,931,842

All Filings in LGIH

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,476,531	315,622	-9.8%	Shares	Defined	2026-05-15
2025-12-31	$15,040,421	350,103	-28.0%	Shares	Defined	2026-05-27
2025-09-30	$25,136,537	486,106	+3.8%	Shares	Defined	2026-05-27
2025-06-30	$24,138,610	468,529	+52.7%	Shares	Defined	2025-08-15
2025-03-31	$20,390,931	306,769	+9.1%	Shares	Defined	2025-05-15
2024-12-31	$25,126,582	281,058	-18.7%	Shares	Defined	2025-05-15
2024-09-30	$40,967,028	345,655	+74.2%	Shares	Defined	2025-05-14
2024-06-30	$17,760,181	198,460	-16.2%	Shares	Defined	2025-05-14
2024-03-31	$27,569,209	236,910	-1.1%	Shares	Defined	2024-10-17
2023-12-31	$31,912,855	239,658	+17.3%	Shares	Defined	2024-08-16
2023-09-30	$20,334,757	204,390	+9.0%	Shares	Defined	2023-11-15
2023-06-30	$25,283,641	187,439	-3.0%	Shares	Defined	2023-08-14
2023-03-31	$22,024,662	193,148	-14.5%	Shares	Defined	2023-05-15
2022-12-31	$20,908,520	225,794	+2.6%	Shares	Defined	2023-02-14
2022-09-30	$17,906,847	220,067	-1.0%	Shares	Defined	2022-11-14
2022-06-30	$19,319,952	222,324	+27.6%	Shares	Defined	2022-10-27
2022-03-31	$17,023,569	174,279	-47.1%	Shares	Defined	2022-10-27
2021-12-31	$50,879,684	329,361	+81.8%	Shares	Defined	2022-02-14
2021-09-30	$25,702,310	181,117	+4.9%	Shares	Defined	2021-11-15
2021-06-30	$27,950,355	172,597	+53.4%	Shares	Defined	2021-08-23
2021-03-31	$16,798,715	112,509	-36.2%	Shares	Defined	2021-05-17
2020-12-31	$18,678,395	176,461	+82.7%	Shares	Defined	2021-02-16
2020-09-30	$11,219,464	96,578	+18.5%	Shares	Defined	2020-11-13
2020-06-30	$7,176,466	81,523	-4.9%	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.