Bramshill Investments, LLC MSD — Morgan Stanley Emerging Market

Ownership history in Bramshill Investments, LLC  ·  7 quarters on record

AI Ownership Summary

Bramshill Investments, LLC reported Morgan Stanley Emerging Market (MSD) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.11% in 2024 Q4. The latest visible filing shows MSD at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bramshill Investments, LLC's position in Morgan Stanley Emerging Market, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MSD was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSD stock page Bramshill Investments, LLC fund profile Bramshill Investments, LLC full holdings
How Bramshill Investments, LLC held MSD — position size vs. price
% of Fund (quarterly)    MSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 84,116 -533 -0.6% 0.05% $590K 2026-05-15 $7.30
2025 Q4 ADDED — — — 84,649 +580 +0.7% 0.04% $626K 2026-02-17 $7.77
2025 Q3 REDUCED — — — 84,069 -2,000 -2.3% 0.04% $620K 2025-11-14 $6.99
2025 Q2 REDUCED — — — 86,069 -1,252 -1.4% 0.07% $665K 2025-08-14 $6.96
2025 Q1 ADDED — — — 87,321 +103 +0.1% 0.07% $703K 2025-05-15 $6.95
2024 Q4 REDUCED — — — 87,218 -1,035 -1.2% 0.11% $672K 2025-02-14 $7.12
2024 Q3 INITIATED — — — 88,253 — — 0.08% $700K 2024-11-13 $6.56

🏢 Other funds also holding MSD

As of 2026 Q1 — sorted by position size

Rareview Capital LLC 1.23% Everstar Asset Management, LLC 0.96% Whipplewood Advisors, LLC 0.78% Shaker Financial Services, LLC 3Y 7Y 0.76% Smith Asset Management Co., LLC 0.43% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.41% Comprehensive Money Management Services LLC 0.4% HOURGLASS CAPITAL, LLC 3Y 7Y 0.29% Wealthstar Advisors, LLC 3Y 7Y 0.27% Quad-Cities Investment Group, LLC 3Y 7Y 0.07%

FAQ About Bramshill Investments, LLC and MSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bramshill Investments, LLC reported owning MSD?

Bramshill Investments, LLC reported MSD across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MSD position in Bramshill Investments, LLC's portfolio?

The largest reported portfolio weight for MSD was 0.11% in 2024 Q4.

What is the latest reported MSD position on this page?

The most recent filing on this page is 2026 Q1, when Bramshill Investments, LLC reported 84,116 shares, equal to 0.05% of portfolio, with an estimated market value of $590K.

What does the chart on this MSD ownership page compare?

The chart compares Bramshill Investments, LLC's quarterly MSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bramshill Investments, LLC time their MSD position?

Based on 13F filing dates vs. subsequent MSD price moves, Bramshill Investments, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on MSD relative to SPY over the holding period was -7.9%.

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