Position in MUSA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$104,036,004
-$24,474,218 QoQ
Shares Held
210,612
-33.9% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 68.68364575617724.ToString("F0")%
Shared 0.ToString("F0")%
None 31.316354243822765.ToString("F0")%
Common Shares in MUSA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $2,971,991,328 across 37 Specialty Retail names. MUSA ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
935,994 | $681,272,585 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
1,120,044 | $585,458,189 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
8,485,110 | $384,375,476 | |
| 4 | BBY |
Best Buy Co Inc
|
4,115,929 | $264,242,635 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
1,052,855 | $208,770,608 | |
| 6 | WSM |
Williams Sonoma Inc
|
1,056,318 | $192,598,455 | |
| 7 | FIVE |
Five Below, Inc
|
822,143 | $187,843,225 | |
| 8 | MUSA |
Murphy USA Inc.
This page
|
210,612 | $104,036,004 |
All Filings in MUSA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,036,004 | 210,612 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $128,510,222 | 318,473 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $84,902,752 | 218,675 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $82,488,051 | 202,773 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $109,076,723 | 232,172 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $121,256,413 | 241,667 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $109,547,746 | 222,265 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $122,731,862 | 261,432 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $133,324,879 | 318,046 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $100,789,522 | 282,672 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $100,680,146 | 294,619 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $75,675,324 | 243,243 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $60,005,395 | 232,534 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $106,193,328 | 379,886 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $59,206,539 | 215,367 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $48,857,984 | 209,808 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $13,283,539 | 66,431 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $33,145,365 | 166,359 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $27,788,070 | 166,137 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $41,722,935 | 312,836 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $19,072,088 | 131,932 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,387,370 | 48,807 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,030,370 | 31,421 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,805,291 | 24,916 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,719,424 | 20,382 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||