Jeremy Grantham's DAN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 13,073 shares of Dana Incorporated (DAN) worth $261,983, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in DAN, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2019, adding 817,133 shares. Largest reduction occurred in Q2 2020, reducing 337,500 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Dana Incorporated (DAN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dana Incorporated (DAN) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +31,649 | Add 0.00% | 31,648 | $19.27 |
| Q3 2013 | -7,979 | Reduce 25.21% | 23,669 | $22.86 |
| Q4 2013 | -1,849 | Reduce 7.81% | 21,820 | $19.62 |
| Q1 2014 | -21,820 | Sold Out | 21,820 | $0.00 |
| Q1 2017 | +134,400 | New Buy | 134,400 | $19.31 |
| Q2 2017 | +78,200 | Add 58.18% | 212,600 | $22.33 |
| Q3 2017 | -17,100 | Reduce 8.04% | 195,500 | $27.96 |
| Q4 2017 | +33,200 | Add 16.98% | 228,700 | $32.01 |
| Q1 2018 | +56,100 | Add 24.53% | 284,800 | $25.76 |
| Q2 2018 | -36,056 | Reduce 12.66% | 248,744 | $20.19 |
| Q3 2018 | -33,100 | Reduce 13.31% | 215,644 | $18.67 |
| Q4 2018 | -111,500 | Reduce 51.71% | 104,144 | $13.63 |
| Q1 2019 | -5,744 | Reduce 5.52% | 98,400 | $17.74 |
| Q2 2019 | +27,500 | Add 27.95% | 125,900 | $19.94 |
| Q3 2019 | +817,133 | Add 649.03% | 943,033 | $14.44 |
| Q4 2019 | -37,900 | Reduce 4.02% | 905,133 | $18.20 |
| Q1 2020 | -311,036 | Reduce 34.36% | 594,097 | $7.81 |
| Q2 2020 | -337,500 | Reduce 56.81% | 256,597 | $12.19 |
| Q3 2020 | -88,997 | Reduce 34.68% | 167,600 | $12.32 |
| Q4 2020 | -84,700 | Reduce 50.54% | 82,900 | $19.52 |
| Q1 2021 | -63,786 | Reduce 76.94% | 19,114 | $24.33 |
| Q2 2021 | +99,334 | Add 519.69% | 118,448 | $23.76 |
| Q3 2021 | +154,636 | Add 130.55% | 273,084 | $22.24 |
| Q4 2021 | +21,952 | Add 8.04% | 295,036 | $22.82 |
| Q1 2022 | -188,218 | Reduce 63.79% | 106,818 | $17.57 |
| Q2 2022 | -94,018 | Reduce 88.02% | 12,800 | $14.06 |
| Q3 2022 | -12,800 | Sold Out | 12,800 | $0.00 |
| Q3 2023 | +12,325 | New Buy | 12,325 | $14.67 |
| Q4 2023 | -12,325 | Sold Out | 12,325 | $0.00 |
| Q1 2025 | +13,073 | New Buy | 13,073 | $13.33 |
Jeremy Grantham's Dana Incorporated Investment FAQs
Jeremy Grantham first purchased Dana Incorporated (DAN) in Q2 2013, acquiring 31,648 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 Dana Incorporated (DAN) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Dana Incorporated (DAN) was in Q3 2019, adding 943,033 shares worth $13.62 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 13,073 shares of Dana Incorporated (DAN), valued at approximately $261,983. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Dana Incorporated (DAN) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Dana Incorporated (DAN) was 943,033 shares, as reported at the end of Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.