Position in SGML
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,369,417
-$2,038,049 QoQ
Shares Held
1,214,974
-13.9% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 119 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SGML Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026MORGAN STANLEY holds $2,313,061,587 across 51 Other Industrial Metals & Mining names. SGML ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
|
10,435,371 | $869,370,754 | |
| 2 | RIO |
Rio Tinto PLC
|
4,853,229 | $460,717,023 | |
| 3 | VALE |
Vale S.A.
|
27,894,968 | $419,540,315 | |
| 4 | MP |
MP Materials Corp. / DE
|
4,772,611 | $267,313,936 | |
| 5 | MTRN |
MATERION Corp
|
411,140 | $122,268,921 | |
| 6 | USAR |
USA Rare Earth, Inc.
|
1,289,496 | $27,827,320 | |
| 7 | LAC |
Lithium Americas Corp.
|
5,659,053 | $21,787,351 | |
| 8 | SKE |
Skeena Resources Ltd
|
578,508 | $15,423,020 |
All Filings in SGML
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,369,417 | 1,214,974 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,407,466 | 1,410,654 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $46,305,932 | 3,510,685 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,667,262 | 416,110 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,988,181 | 886,263 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,822,349 | 271,380 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,042,158 | 538,517 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,074,653 | 410,571 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,043,941 | 502,406 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,677,071 | 438,046 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $6,135,892 | 194,605 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $15,817,480 | 487,592 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $16,332,297 | 405,268 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,733,399 | 152,403 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,554,637 | 55,090 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,768,702 | 101,828 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $376,805 | 24,468 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $309,021 | 22,739 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,602 | 250 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||