Position in MPX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$223,149
-$622,074 QoQ
Shares Held
30,695
-68.2% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 74 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83.34582179508064.ToString("F0")%
Shared 0.ToString("F0")%
None 16.65417820491937.ToString("F0")%
Common Shares in MPX Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $421,572,813 across 13 Recreational Vehicles names. MPX ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
1,735,549 | $94,587,418 | |
| 2 | LCII |
Lci Industries
|
524,203 | $64,466,479 | |
| 3 | BC |
Brunswick Corp
|
769,656 | $56,000,163 | |
| 4 | THO |
Thor Industries Inc
|
680,452 | $54,361,306 | |
| 5 | DOO |
BRP Inc.
|
633,789 | $45,512,382 | |
| 6 | PATK |
Patrick Industries Inc
|
395,971 | $43,980,495 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
1,890,534 | $38,226,593 | |
| 8 | WGO |
Winnebago Industries Inc
|
514,366 | $15,940,200 |
All Filings in MPX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,149 | 30,695 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $845,223 | 96,487 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $678,951 | 76,545 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $631,779 | 74,240 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $439,935 | 52,436 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $472,922 | 51,573 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $430,389 | 44,416 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,497,030 | 148,221 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,330,267 | 198,321 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $675,778 | 59,279 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $453,978 | 31,948 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $547,508 | 32,474 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $371,531 | 28,168 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $281,181 | 23,890 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $226,859 | 26,816 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $302,320 | 31,790 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $51,833 | 4,488 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $50,073 | 4,006 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,643,458 | 690,924 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,243,649 | 210,081 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,238,184 | 199,028 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $94,232 | 6,481 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $36,830 | 2,355 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $34,374 | 2,482 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $29,958 | 3,708 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||