Jeremy Grantham's KAI Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 78,053 shares of Kadant Inc. (KAI) worth $22.82 M, representing 0.06% of the portfolio. First purchased in 2017-Q2, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in KAI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 24,779 shares. Largest reduction occurred in Q4 2025, reducing 9,964 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Kadant (KAI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Kadant (KAI) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +24,779 | Add 46.51% | 78,053 | $292.35 |
| Q4 2025 | -9,964 | Reduce 15.76% | 53,274 | $285.02 |
| Q3 2025 | +591 | Add 0.94% | 63,238 | $297.58 |
| Q2 2025 | -6,631 | Reduce 9.57% | 62,647 | $317.45 |
| Q1 2025 | +15,260 | Add 28.25% | 69,278 | $336.91 |
| Q4 2024 | +2,216 | Add 4.28% | 54,018 | $344.99 |
| Q3 2024 | +4,914 | Add 10.48% | 51,802 | $338.00 |
| Q2 2024 | +2,687 | Add 6.08% | 46,888 | $293.78 |
| Q1 2024 | -9,444 | Reduce 17.60% | 44,201 | $328.10 |
| Q4 2023 | -3,408 | Reduce 5.97% | 53,645 | $280.31 |
| Q3 2023 | +19,047 | Add 50.12% | 57,053 | $225.55 |
| Q2 2023 | +2,564 | Add 7.23% | 38,006 | $222.10 |
| Q1 2023 | +17,618 | Add 98.84% | 35,442 | $208.52 |
| Q4 2022 | +3,370 | Add 23.32% | 17,824 | $177.63 |
| Q3 2022 | +14,454 | New Buy | 14,454 | $166.81 |
| Q1 2018 | -3,700 | Sold Out | 0 | $0.00 |
| Q2 2017 | +3,700 | New Buy | 3,700 | $75.14 |
Jeremy Grantham's Kadant Investment FAQs
Jeremy Grantham first purchased Kadant Inc. (KAI) in Q2 2017, acquiring 3,700 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 Kadant Inc. (KAI) for 19 quarters since Q2 2017.
Jeremy Grantham's largest addition to Kadant Inc. (KAI) was in Q1 2026, adding 78,053 shares worth $22.82 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 78,053 shares of Kadant Inc. (KAI), valued at approximately $22.82 M.
As of the Q1 2026 filing, Kadant Inc. (KAI) represents approximately 0.06% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Kadant Inc. (KAI) was 78,053 shares, as reported at the end of Q1 2026.