Position in MHO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,163,959
+$10,803,052 QoQ
Shares Held
262,230
+2.4% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MHO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $2,146,276,330 across 19 Residential Construction names. MHO ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
3,696,034 | $602,010,011 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
2,565,379 | $351,995,644 | |
| 3 | LEN |
Lennar Corp /New/
|
3,730,132 | $337,205,418 | |
| 4 | NVR |
Nvr Inc
|
31,899 | $217,340,634 | |
| 5 | TOL |
Toll Brothers, Inc.
|
1,156,108 | $190,468,786 | |
| 6 | IBP |
Installed Building Products, Inc.
|
636,759 | $146,352,684 | |
| 7 | MTH |
Meritage Homes CORP
|
804,790 | $67,481,635 | |
| 8 | KBH |
Kb Home
|
907,781 | $56,818,009 |
All Filings in MHO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,163,959 | 262,230 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $31,360,907 | 256,112 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $34,479,706 | 269,478 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $35,554,770 | 246,156 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $34,691,830 | 309,417 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $34,584,663 | 302,896 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $48,755,021 | 366,717 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $61,538,114 | 359,116 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $27,542,810 | 225,502 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $35,940,895 | 263,709 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $37,341,171 | 271,099 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $21,961,917 | 261,327 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $32,236,667 | 369,729 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,855,129 | 346,412 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $13,921,742 | 301,467 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,565,699 | 319,230 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,803,685 | 297,622 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $7,991,910 | 180,201 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $15,357,399 | 246,983 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,214,588 | 159,422 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,494,681 | 195,921 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,265,728 | 106,073 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,244,996 | 118,424 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,420,033 | 161,130 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,644,368 | 192,926 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,803,421 | 109,100 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||