Position in LOVE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,667,360
+$298,284 QoQ
Shares Held
159,818
-0.4% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 121 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in LOVE Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $673,378,410 across 29 Furnishings, Fixtures & Appliances names. LOVE ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SGI |
Somnigroup International Inc.
|
3,202,347 | $251,064,000 | |
| 2 | SN |
SharkNinja, Inc.
|
907,196 | $138,138,731 | |
| 3 | MHK |
Mohawk Industries Inc
|
497,953 | $60,416,632 | |
| 4 | HNI |
Hni Corp
|
919,563 | $37,159,536 | |
| 5 | ALH |
Alliance Laundry Holdings Inc.
|
1,241,431 | $32,922,742 | |
| 6 | WHR |
Whirlpool Corp /De/
|
826,828 | $32,593,555 | |
| 7 | MBC |
MasterBrand, Inc.
|
2,542,550 | $26,162,832 | |
| 8 | 1,978,728 | $23,170,900 |
All Filings in LOVE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,667,360 | 159,818 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,369,076 | 160,398 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,240,976 | 287,524 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $4,389,251 | 259,259 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $4,835,119 | 265,666 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,979,600 | 218,900 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,837,505 | 77,663 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,319,014 | 115,847 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,418,790 | 107,121 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,398,585 | 150,380 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,155,065 | 162,625 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,129,089 | 157,083 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,994,235 | 185,315 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,125,325 | 177,347 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,081,392 | 49,132 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,269,839 | 111,376 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,082,418 | 112,088 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,861,018 | 89,919 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $9,876,514 | 149,057 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,814,223 | 133,367 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,373,694 | 192,677 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,131,873 | 108,337 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,103,448 | 25,608 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,870,500 | 211,855 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $348,963 | 13,304 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,547 | 780 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||