Position in MLM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$583,629,620
-$206,144,050 QoQ
Shares Held
1,012,016
-24.6% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#15
of 1,072 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in MLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026MORGAN STANLEY holds $2,378,511,954 across 15 Building Materials names. MLM ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRH |
Crh Public Ltd Co
|
7,693,822 | $823,238,954 | |
| 2 | MLM |
Martin Marietta Materials Inc
This page
|
1,012,016 | $583,629,620 | |
| 3 | VMC |
Vulcan Materials CO
|
1,774,120 | $523,383,133 | |
| 4 | CX |
Cemex Sab De CV
|
12,453,125 | $149,437,500 | |
| 5 | KNF |
Knife River Corp
|
1,069,907 | $89,497,713 | |
| 6 | EXP |
Eagle Materials Inc
|
309,377 | $69,609,825 | |
| 7 | AMRZ |
Amrize Ltd
|
1,200,250 | $63,973,321 | |
| 8 | JHX |
James Hardie Industries plc
|
1,921,162 | $50,296,018 |
All Filings in MLM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,629,620 | 1,012,016 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $789,773,670 | 1,341,601 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $851,186,173 | 1,367,016 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $818,503,030 | 1,298,634 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $703,103,020 | 1,280,791 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $442,371,604 | 925,212 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $491,373,304 | 951,352 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $451,653,644 | 839,115 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $436,980,117 | 806,534 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $481,181,606 | 783,760 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $392,364,270 | 786,443 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $308,119,007 | 750,631 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $358,650,943 | 776,822 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $252,053,891 | 709,891 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $249,361,357 | 737,821 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $156,785,032 | 486,774 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $173,505,631 | 579,821 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $168,386,677 | 437,493 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $403,692,962 | 916,401 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $354,085,029 | 1,036,306 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $368,398,537 | 1,047,152 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $565,556,806 | 1,684,107 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $826,021,872 | 2,908,835 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $566,676,268 | 2,407,700 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $211,479,754 | 1,023,768 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $176,823,321 | 934,436 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||