Position in USLM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,431,407
+$2,483,661 QoQ
Shares Held
99,660
+63.8% QoQ
Ownership
0.347%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 236 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in USLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026MORGAN STANLEY holds $2,378,511,954 across 15 Building Materials names. USLM ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRH |
Crh Public Ltd Co
|
7,693,822 | $823,238,954 | |
| 2 | MLM |
Martin Marietta Materials Inc
|
1,012,016 | $583,629,620 | |
| 3 | VMC |
Vulcan Materials CO
|
1,774,120 | $523,383,133 | |
| 4 | CX |
Cemex Sab De CV
|
12,453,125 | $149,437,500 | |
| 5 | KNF |
Knife River Corp
|
1,069,907 | $89,497,713 | |
| 6 | EXP |
Eagle Materials Inc
|
309,377 | $69,609,825 | |
| 7 | AMRZ |
Amrize Ltd
|
1,200,250 | $63,973,321 | |
| 8 | JHX |
James Hardie Industries plc
|
1,921,162 | $50,296,018 |
All Filings in USLM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,431,407 | 99,660 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,947,746 | 60,851 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,492,195 | 70,922 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $8,332,900 | 63,344 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $15,542,051 | 155,732 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $11,449,626 | 129,550 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,557,074 | 79,532 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $11,335,392 | 116,070 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,996,257 | 19,211 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,948,342 | 6,535 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,581,810 | 6,867 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $734,253 | 3,653 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $702,911 | 3,365 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $397,753 | 2,605 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $232,390 | 1,651 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $157,692 | 1,543 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $348,898 | 3,304 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $59,410 | 512 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $93,537 | 725 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $64,262 | 532 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $82,895 | 596 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $29,415 | 220 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $189,582 | 1,663 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $32,435 | 360 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $63,920 | 757 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $21,341 | 289 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||