Intrepid Potash, Inc.
US ˙ NYSE ˙ US46121Y2019

SecurityIPI / Intrepid Potash, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership2,311,326 shares
Ownership 3.10%
Morgan Stanley ownership in IPI / Intrepid Potash, Inc.

2013-04-08 - Morgan Stanley has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,311,326 shares of Intrepid Potash, Inc. (US:IPI). This represents 3.1 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2013-04-08 2013-04-08 13G/A 2,311,326 3.10
2013-02-13 2013-02-13 13G/A 6,837,350 9.10
2012-02-08 2012-02-08 13G/A 7,531,576 10.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F INTREPID POTASH COM 46121Y201 229,915 49,044 27.12 9,834 96.07 0.0006
2026-05-27 2025-12-31 13F/A-1 INTREPID POTASH COM 46121Y201 180,871 -18,450 -9.26 5,016 -17.72 0.0003
2026-02-13 2025-12-31 13F INTREPID POTASH COM 46121Y201 180,871 -18,450 5,016 0.0003
2026-05-27 2025-09-30 13F/A-1 INTREPID POTASH COM 46121Y201 199,321 -114,080 -36.40 6,095 -45.57 0.0004
2025-11-14 2025-09-30 13F INTREPID POTASH COM 46121Y201 199,321 -114,080 6,095 0.0004
2025-08-15 2025-06-30 13F INTREPID POTASH COM 46121Y201 313,401 231,388 282.14 11,198 364.61 0.0007
2025-05-15 2025-03-31 13F INTREPID POTASH COM 46121Y201 82,013 27,266 49.80 2,410 100.83 0.0002
2025-05-15 2024-12-31 13F/A-1 INTREPID POTASH COM 46121Y201 54,747 -959 -1.72 1,200 -10.18 0.0001
2025-02-14 2024-12-31 13F INTREPID POTASH COM 46121Y201 54,747 -959 1,200 0.0001
2025-05-14 2024-09-30 13F/A-2 INTREPID POTASH COM 46121Y201 55,706 -12,133 -17.88 1,337 -15.92 0.0001
2025-02-14 2024-09-30 13F/A-1 INTREPID POTASH COM 46121Y201 55,706 -12,133 1,337 0.0001
2024-11-14 2024-09-30 13F INTREPID POTASH COM 46121Y201 55,706 -12,133 1,337 0.0000
2025-05-14 2024-06-30 13F/A-2 INTREPID POTASH COM 46121Y201 67,839 7,575 12.57 1,589 26.41 0.0001
2024-10-17 2024-06-30 13F/A-1 INTREPID POTASH COM 46121Y201 67,839 7,575 1,589 0.0001
2024-08-14 2024-06-30 13F INTREPID POTASH COM 46121Y201 67,839 7,575 1,589 0.0001
2024-10-17 2024-03-31 13F/A-2 INTREPID POTASH COM 46121Y201 60,264 -8,146 -11.91 1,257 -23.07 0.0001
2024-08-16 2024-03-31 13F/A-1 INTREPID POTASH COM 46121Y201 60,264 -8,146 1,257 0.0000
2024-05-15 2024-03-31 13F INTREPID POTASH COM 46121Y201 60,264 -8,146 1,257 0.0001
2024-08-16 2023-12-31 13F/A-1 INTREPID POTASH COM 46121Y201 68,410 6,510 10.52 1,634 4.95 0.0001
2024-02-13 2023-12-31 13F INTREPID POTASH COM 46121Y201 68,410 6,510 1,634 0.0001
2023-11-15 2023-09-30 13F INTREPID POTASH COM 46121Y201 61,900 -138,018 -69.04 1,557 -65.67 0.0002
2023-08-14 2023-06-30 13F INTREPID POTASH COM 46121Y201 199,918 20,970 11.72 4,536 -8.14 0.0004
2023-05-15 2023-03-31 13F INTREPID POTASH COM 46121Y201 178,948 -36,357 -16.89 4,939 -20.55 0.0005
2023-02-14 2022-12-31 13F INTREPID POTASH COM 46121Y201 215,305 48,630 29.18 6,216 -5.76 0.0007
2022-11-14 2022-09-30 13F INTREPID POTASH COM 46121Y201 166,675 -18,579 -10.03 6,595 -21.39 0.0009
2022-10-27 2022-06-30 13F/A-1 INTREPID POTASH COM 46121Y201 185,254 38,010 25.81 8,390 -30.63 0.0011
2022-08-15 2022-06-30 13F INTREPID POTASH COM 46121Y201 185,254 38,010 8,390 0.0002
2022-10-27 2022-03-31 13F/A-1 INTREPID POTASH COM 46121Y201 147,244 69,164 88.58 12,094 262.53 0.0016
2022-05-13 2022-03-31 13F INTREPID POTASH COM 46121Y201 147,244 69,164 12,094 0.0016
2022-02-14 2021-12-31 13F INTREPID POTASH COM 46121Y201 78,080 35,885 85.05 3,336 155.83 0.0004
2021-11-15 2021-09-30 13F INTREPID POTASH COM 46121Y201 42,195 -41,095 -49.34 1,304 -50.87 0.0002
2021-08-23 2021-06-30 13F/A-1 INTREPID POTASH COM 46121Y201 83,290 82,906 21,590.10 2,654 20,315.38 0.0004
2021-08-16 2021-06-30 13F INTREPID POTASH COM 46121Y201 83,290 82,906 2,654 0.0001
2021-05-17 2021-03-31 13F INTREPID POTASH COM 46121Y201 384 -13,196 -97.17 13 -96.04 0.0000
2021-02-16 2020-12-31 13F INTREPID POTASH COM 46121Y201 13,580 11,825 673.79 328 2,242.86 0.0001
2020-11-13 2020-09-30 13F INTREPID POTASH COM 46121Y201 1,755 1,755 14 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.