Position in TPH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$44,336,621
-$852,564 QoQ
Shares Held
948,783
-33.9% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in TPH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $2,081,749,241 across 21 Residential Construction names. TPH ranks #10 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
3,843,868 | $527,455,558 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
2,917,809 | $343,163,507 | |
| 3 | LEN |
Lennar Corp /New/
|
3,205,597 | $278,374,034 | |
| 4 | NVR |
Nvr Inc
|
32,181 | $212,067,313 | |
| 5 | TOL |
Toll Brothers, Inc.
|
1,273,748 | $173,828,381 | |
| 6 | IBP |
Installed Building Products, Inc.
|
652,040 | $172,888,401 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
1,490,215 | $86,790,113 | |
| 8 | MTH |
Meritage Homes CORP
|
952,973 | $58,931,842 |
All Filings in TPH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,336,621 | 948,783 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $45,189,185 | 1,435,945 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $59,325,680 | 1,746,414 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $53,818,140 | 1,684,449 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $50,018,762 | 1,567,004 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $67,669,205 | 1,866,222 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $119,195,110 | 2,630,658 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $60,535,084 | 1,625,103 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $51,274,290 | 1,326,288 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $55,640,442 | 1,571,764 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $33,544,963 | 1,226,507 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $44,083,756 | 1,341,563 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,658,780 | 1,171,358 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $20,692,711 | 1,113,110 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,948,026 | 1,055,462 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,213,865 | 1,198,214 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $6,794,266 | 338,360 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $14,158,690 | 507,662 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,247,605 | 677,812 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,916,833 | 649,409 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $14,882,933 | 730,989 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $28,287,221 | 1,639,839 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,052,451 | 443,906 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $15,182,039 | 1,033,495 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $20,474,615 | 2,334,620 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||