Position in SN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$138,138,731
+$100,485,249 QoQ
Shares Held
907,196
+155.1% QoQ
Ownership
0.644%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 554 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SN Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $673,377,906 across 29 Furnishings, Fixtures & Appliances names. SN ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SGI |
Somnigroup International Inc.
|
3,202,347 | $251,064,000 | |
| 2 | SN |
SharkNinja, Inc.
This page
|
907,196 | $138,138,731 | |
| 3 | MHK |
Mohawk Industries Inc
|
497,953 | $60,416,632 | |
| 4 | HNI |
Hni Corp
|
919,563 | $37,159,536 | |
| 5 | ALH |
Alliance Laundry Holdings Inc.
|
1,241,431 | $32,922,742 | |
| 6 | WHR |
Whirlpool Corp /De/
|
826,828 | $32,593,555 | |
| 7 | MBC |
MasterBrand, Inc.
|
2,542,550 | $26,162,832 | |
| 8 | LEG |
Leggett & Platt Inc
|
1,978,728 | $23,170,900 |
All Filings in SN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,138,731 | 907,196 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $37,653,482 | 355,557 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $120,888,474 | 1,080,326 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $38,251,316 | 370,832 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $42,767,832 | 432,042 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $61,328,533 | 735,266 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $84,262,448 | 865,473 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $121,159,139 | 1,114,517 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $131,308,314 | 1,747,283 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $76,788,616 | 1,232,760 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $29,359,297 | 573,760 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $26,987,313 | 582,125 | Shares | Defined | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||