Position in TMHC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$0
+$0 QoQ
Shares Held
989,211
-33.6% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in TMHC Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $2,146,276,330 across 19 Residential Construction names. TMHC ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
3,696,034 | $602,010,011 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
2,565,379 | $351,995,644 | |
| 3 | LEN |
Lennar Corp /New/
|
3,730,132 | $337,205,418 | |
| 4 | NVR |
Nvr Inc
|
31,899 | $217,340,634 | |
| 5 | TOL |
Toll Brothers, Inc.
|
1,156,108 | $190,468,786 | |
| 6 | IBP |
Installed Building Products, Inc.
|
636,759 | $146,352,684 | |
| 7 | MTH |
Meritage Homes CORP
|
804,790 | $67,481,635 | |
| 8 | KBH |
Kb Home
|
907,781 | $56,818,009 |
All Filings in TMHC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | — | 989,211 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | — | 1,490,215 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | — | 1,973,433 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | — | 1,788,052 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | — | 1,882,971 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | — | 1,322,230 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | — | 1,563,088 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | — | 1,406,548 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | — | 1,010,426 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | — | 1,142,993 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | — | 1,442,664 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | — | 1,217,105 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | — | 1,604,840 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | — | 1,493,341 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | — | 1,407,332 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | — | 1,070,950 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | — | 1,025,766 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | — | 440,117 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | — | 566,043 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | — | 478,796 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | — | 559,522 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | — | 397,330 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | — | 418,162 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | — | 398,636 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | — | 276,929 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | — | 124,675 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||