Jeremy Grantham's MHK Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 8,271 shares of Mohawk Industries, Inc. (MHK) worth $904,020, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in MHK, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 68,900 shares. Largest reduction occurred in Q4 2023, reducing 210,382 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Mohawk Industries (MHK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mohawk Industries (MHK) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1,732 | Reduce 17.31% | 8,271 | $109.30 |
| Q3 2025 | -6 | Reduce 0.06% | 10,003 | $128.92 |
| Q2 2025 | +10,009 | New Buy | 10,009 | $104.84 |
| Q1 2024 | -72,263 | Sold Out | 0 | $0.00 |
| Q4 2023 | -210,382 | Reduce 74.43% | 72,263 | $103.50 |
| Q3 2023 | +13,645 | Add 5.07% | 282,645 | $85.81 |
| Q2 2023 | -13,400 | Reduce 4.75% | 269,000 | $103.16 |
| Q1 2023 | +16,400 | Add 6.17% | 282,400 | $100.22 |
| Q4 2022 | +13,100 | Add 5.18% | 266,000 | $102.22 |
| Q3 2022 | +52,100 | Add 25.95% | 252,900 | $91.19 |
| Q2 2022 | +68,900 | Add 52.24% | 200,800 | $124.09 |
| Q1 2022 | +16,921 | Add 14.72% | 131,900 | $124.20 |
| Q4 2021 | -13,229 | Reduce 10.32% | 114,979 | $182.18 |
| Q3 2021 | +16,296 | Add 14.56% | 128,208 | $177.40 |
| Q2 2021 | +30,404 | Add 37.30% | 111,912 | $192.19 |
| Q1 2021 | +30,888 | Add 61.02% | 81,508 | $192.31 |
| Q4 2020 | +46,720 | Add 1197.95% | 50,620 | $140.95 |
| Q3 2020 | +3,900 | New Buy | 3,900 | $97.69 |
| Q3 2014 | -1,500 | Sold Out | 0 | $0.00 |
| Q2 2014 | -15,473 | Reduce 91.16% | 1,500 | $138.67 |
| Q1 2014 | -11,100 | Reduce 39.54% | 16,973 | $135.98 |
| Q4 2013 | +673 | Add 2.46% | 28,073 | $148.90 |
| Q3 2013 | +16,600 | Add 153.70% | 27,400 | $130.26 |
| Q2 2013 | +10,800 | Add 0.00% | 10,800 | $112.50 |
Jeremy Grantham's Mohawk Industries Investment FAQs
Jeremy Grantham first purchased Mohawk Industries, Inc. (MHK) in Q2 2013, acquiring 10,800 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 Mohawk Industries, Inc. (MHK) for 24 quarters since Q2 2013.
Jeremy Grantham's largest addition to Mohawk Industries, Inc. (MHK) was in Q2 2022, adding 200,800 shares worth $24.92 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 8,271 shares of Mohawk Industries, Inc. (MHK), valued at approximately $904,020.
As of the Q4 2025 filing, Mohawk Industries, Inc. (MHK) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Mohawk Industries, Inc. (MHK) was 282,645 shares, as reported at the end of Q3 2023.