Position in MBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,162,832
+$16,627,138 QoQ
Shares Held
2,542,550
+121.6% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 344 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MBC 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. MBC ranks #7 (3.9% 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.
This page
|
2,542,550 | $26,162,832 | |
| 8 | LEG |
Leggett & Platt Inc
|
1,978,728 | $23,170,900 |
All Filings in MBC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,162,832 | 2,542,550 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,535,694 | 1,147,497 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $15,517,875 | 1,405,605 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $18,191,980 | 1,381,320 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $15,849,054 | 1,450,051 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $18,881,045 | 1,445,716 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $29,396,512 | 2,012,082 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $42,746,354 | 2,305,629 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $34,112,190 | 2,323,719 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $56,576,840 | 3,019,042 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $54,502,465 | 3,670,200 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $42,824,611 | 3,524,660 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $28,889,785 | 2,484,075 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,358,865 | 2,532,198 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,250,781 | 2,019,972 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||