Position in LPX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$89,554,325
+$41,493,936 QoQ
Shares Held
1,138,499
+72.3% QoQ
Ownership
1.63%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#20
of 420 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in LPX Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $8,358,916,851 across 32 Building Products & Equipment names. LPX ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
5,415,027 | $2,659,644,649 | |
| 2 | JCI |
Johnson Controls International plc
|
11,892,502 | $1,737,613,456 | |
| 3 | CSL |
Carlisle Companies Inc
|
2,483,124 | $900,753,226 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
10,957,072 | $803,701,223 | |
| 5 | LII |
Lennox International Inc
|
1,013,833 | $580,875,609 | |
| 6 | MAIR |
Madison Air Solutions Corp
|
5,793,130 | $225,932,070 | |
| 7 | MAS |
Masco Corp /De/
|
2,720,420 | $221,360,569 | |
| 8 | WMS |
Advanced Drainage Systems, Inc.
|
1,393,836 | $218,776,489 |
All Filings in LPX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,554,325 | 1,138,499 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $48,060,389 | 660,624 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $77,885,827 | 964,411 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $50,958,884 | 573,603 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $39,279,710 | 456,794 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $40,672,077 | 442,184 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $51,524,611 | 497,582 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $60,345,232 | 561,560 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $65,167,235 | 791,537 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $47,989,465 | 571,916 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $58,678,470 | 828,441 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $27,077,209 | 489,908 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $31,177,728 | 415,814 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,540,486 | 544,927 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $47,377,992 | 800,304 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $46,911,687 | 916,423 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $73,762,301 | 1,407,409 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $61,964,322 | 997,494 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $74,251,429 | 947,689 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $71,889,429 | 1,171,410 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $87,357,794 | 1,448,960 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $41,129,687 | 741,610 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $41,120,015 | 1,106,269 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $10,123,698 | 343,060 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,058,896 | 197,228 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,990,593 | 115,867 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||