Position in MLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$153,199,048
+$11,171,291 QoQ
Shares Held
2,492,460
-2.8% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#20
of 740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in MLI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $1,001,510,080 across 13 Metal Fabrication names. MLI ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATI |
Ati Inc
|
1,865,178 | $367,626,574 | |
| 2 | CRS |
Carpenter Technology Corp
|
389,421 | $240,210,445 | |
| 3 | MLI |
Mueller Industries Inc
This page
|
2,492,460 | $153,199,048 | |
| 4 | CMC |
COMMERCIAL METALS Co
|
1,582,721 | $99,315,734 | |
| 5 | GPGI |
GPGI, Inc.
|
2,209,053 | $35,013,487 | |
| 6 | ESAB |
ESAB Corp
|
352,497 | $34,766,774 | |
| 7 | PRLB |
Proto Labs Inc
|
314,778 | $25,657,549 | |
| 8 | WOR |
Worthington Enterprises, Inc.
|
472,640 | $25,409,122 |
All Filings in MLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,199,048 | 1,246,230 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $142,027,757 | 1,281,839 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $190,510,137 | 1,659,496 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $152,983,063 | 1,513,036 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $101,939,501 | 1,282,742 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $102,639,076 | 1,348,031 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $101,534,210 | 1,279,413 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $125,463,966 | 1,693,171 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $86,894,648 | 1,526,074 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $83,460,066 | 1,547,563 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $78,308,553 | 1,660,839 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $55,116,928 | 733,328 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $59,093,880 | 677,061 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $48,190,457 | 655,831 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $38,243,033 | 648,187 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $35,906,392 | 604,078 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,413,503 | 495,656 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $23,569,255 | 435,098 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $14,976,347 | 252,297 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,073,609 | 269,431 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,140,801 | 257,234 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,531,643 | 157,960 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,708,255 | 191,064 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,069,606 | 150,392 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,403,010 | 391,385 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,537,700 | 273,087 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||