Jeremy Grantham's ACI Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.01 M shares of Albertsons Companies, Inc. (ACI) worth $17.62 M, representing 0.05% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ACI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 1.68 M shares. Largest reduction occurred in Q2 2025, reducing 2.1 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Albertsons Companies (ACI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Albertsons Companies (ACI) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +481,200 | New Buy | 481,200 | $20.74 |
| Q1 2023 | +1.68 M | Add 348.29% | 2.16 M | $20.78 |
| Q2 2023 | +267,227 | Add 12.39% | 2.42 M | $21.82 |
| Q3 2023 | -601,602 | Reduce 24.81% | 1.82 M | $22.75 |
| Q4 2023 | +129,000 | Add 7.08% | 1.95 M | $23.00 |
| Q1 2024 | +292,128 | Add 14.97% | 2.24 M | $21.44 |
| Q2 2024 | +161,921 | Add 7.22% | 2.41 M | $19.75 |
| Q3 2024 | +600,279 | Add 24.95% | 3.01 M | $18.48 |
| Q4 2024 | -819,791 | Reduce 27.27% | 2.19 M | $19.64 |
| Q1 2025 | -2.19 M | Sold Out | 2.19 M | $0.00 |
| Q2 2025 | +87,300 | New Buy | 87,300 | $21.51 |
| Q3 2025 | +918,794 | Add 1052.46% | 1.01 M | $17.51 |
Jeremy Grantham's Albertsons Companies Investment FAQs
Jeremy Grantham first purchased Albertsons Companies, Inc. (ACI) in Q4 2022, acquiring 481,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Albertsons Companies, Inc. (ACI) for 12 quarters since Q4 2022.
Jeremy Grantham's largest addition to Albertsons Companies, Inc. (ACI) was in Q1 2023, adding 2,157,151 shares worth $44.83 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,006,094 shares of Albertsons Companies, Inc. (ACI), valued at approximately $17.62 M.
As of the Q3 2025 filing, Albertsons Companies, Inc. (ACI) represents approximately 0.05% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Albertsons Companies, Inc. (ACI) was 3,006,104 shares, as reported at the end of Q3 2024.