Position in LZB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,509,469
+$2,100,906 QoQ
Shares Held
486,278
-10.2% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 268 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in LZB 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. LZB ranks #10 (2.9% 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 | LEG |
Leggett & Platt Inc
|
1,978,728 | $23,170,900 |
All Filings in LZB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,509,469 | 486,278 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,408,563 | 541,648 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,691,497 | 501,516 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $15,796,634 | 460,275 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $17,822,155 | 479,477 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $15,274,295 | 390,747 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $19,304,339 | 443,065 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $22,563,531 | 525,589 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $22,015,439 | 590,543 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $19,053,094 | 506,462 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $20,363,479 | 551,557 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $17,426,104 | 564,317 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $21,958,341 | 766,702 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $17,856,976 | 614,064 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,310,759 | 627,115 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,270,372 | 853,805 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,049,034 | 676,889 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $12,636,660 | 479,206 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $16,494,722 | 454,275 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,130,112 | 407,388 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,535,930 | 527,428 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,620,718 | 155,855 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $38,487,907 | 966,062 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,782,169 | 151,191 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,279,951 | 305,985 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,857,799 | 333,713 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||