Jeremy Grantham's LSTR Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 44,051 shares of Landstar System, Inc. (LSTR) worth $7.06 M, representing 0.02% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in LSTR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 85,989 shares. Largest reduction occurred in Q1 2025, reducing 142,283 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Landstar System (LSTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Landstar System (LSTR) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +15,457 | Add 54.06% | 44,051 | $160.31 |
| Q4 2025 | +28,594 | New Buy | 28,594 | $143.70 |
| Q2 2025 | -97,886 | Sold Out | 0 | $0.00 |
| Q1 2025 | -142,283 | Reduce 59.24% | 97,886 | $150.20 |
| Q4 2024 | +10,886 | Add 4.75% | 240,169 | $171.86 |
| Q3 2024 | +21,850 | Add 10.53% | 229,283 | $188.87 |
| Q2 2024 | +10,144 | Add 5.14% | 207,433 | $184.48 |
| Q1 2024 | +85,989 | Add 77.26% | 197,289 | $192.76 |
| Q4 2023 | +17,421 | Add 18.56% | 111,300 | $193.65 |
| Q3 2023 | +13,040 | Add 16.13% | 93,879 | $176.94 |
| Q1 2023 | +25,359 | Add 45.71% | 80,839 | $179.26 |
| Q4 2022 | +1,606 | Add 2.98% | 55,480 | $162.90 |
| Q3 2022 | +52,474 | Add 3748.14% | 53,874 | $144.37 |
| Q2 2022 | +1,400 | New Buy | 1,400 | $145.71 |
| Q4 2019 | -1,997 | Sold Out | 0 | $0.00 |
| Q3 2019 | -12,020 | Reduce 85.75% | 1,997 | $112.67 |
| Q2 2019 | -7,848 | Reduce 35.89% | 14,017 | $108.01 |
| Q1 2019 | -8,500 | Reduce 27.99% | 21,865 | $109.40 |
| Q3 2018 | +300 | Add 1.00% | 30,365 | $122.02 |
| Q2 2018 | +18,965 | Add 170.86% | 30,065 | $109.20 |
| Q1 2018 | +2,000 | Add 21.98% | 11,100 | $109.64 |
| Q4 2017 | -23,500 | Reduce 72.09% | 9,100 | $104.07 |
| Q3 2017 | +32,600 | New Buy | 32,600 | $99.66 |
| Q2 2016 | -3,600 | Sold Out | 0 | $0.00 |
| Q1 2016 | -20,395 | Reduce 85.00% | 3,600 | $64.72 |
| Q4 2015 | +1,600 | Add 7.14% | 23,995 | $58.64 |
| Q3 2015 | -1,000 | Reduce 4.27% | 22,395 | $63.45 |
| Q2 2015 | -20,200 | Reduce 46.34% | 23,395 | $66.85 |
| Q1 2015 | -3,798 | Reduce 8.01% | 43,595 | $66.29 |
| Q4 2014 | -10,807 | Reduce 18.57% | 47,393 | $72.52 |
| Q3 2014 | +500 | Add 0.87% | 58,200 | $72.18 |
| Q2 2014 | +15,500 | Add 36.73% | 57,700 | $64.00 |
| Q1 2014 | +42,200 | New Buy | 42,200 | $59.22 |
Jeremy Grantham's Landstar System Investment FAQs
Jeremy Grantham first purchased Landstar System, Inc. (LSTR) in Q1 2014, acquiring 42,200 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 Landstar System, Inc. (LSTR) for 35 quarters since Q1 2014.
Jeremy Grantham's largest addition to Landstar System, Inc. (LSTR) was in Q1 2024, adding 197,289 shares worth $38.03 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 44,051 shares of Landstar System, Inc. (LSTR), valued at approximately $7.06 M.
As of the Q1 2026 filing, Landstar System, Inc. (LSTR) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Landstar System, Inc. (LSTR) was 240,169 shares, as reported at the end of Q4 2024.