Jeremy Grantham's MLI Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 46,202 shares of Mueller Industries, Inc. (MLI) worth $4.67 M, representing 0.01% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in MLI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 331,600 shares. Largest reduction occurred in Q4 2019, reducing 229,400 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Mueller Industries (MLI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mueller Industries (MLI) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2018 | +118,000 | New Buy | 118,000 | $11.68 |
| Q1 2019 | -5,800 | Reduce 4.92% | 112,200 | $15.67 |
| Q2 2019 | +140,400 | Add 125.13% | 252,600 | $14.64 |
| Q3 2019 | +331,600 | Add 131.27% | 584,200 | $14.34 |
| Q4 2019 | -229,400 | Reduce 39.27% | 354,800 | $15.87 |
| Q1 2020 | -59,788 | Reduce 16.85% | 295,012 | $11.97 |
| Q2 2020 | +60,400 | Add 20.47% | 355,412 | $13.29 |
| Q3 2020 | +10,400 | Add 2.93% | 365,812 | $13.53 |
| Q4 2020 | -122,812 | Reduce 33.57% | 243,000 | $17.56 |
| Q1 2021 | -30,724 | Reduce 12.64% | 212,276 | $20.68 |
| Q2 2021 | +46,200 | Add 21.76% | 258,476 | $21.65 |
| Q3 2021 | -7,200 | Reduce 2.79% | 251,276 | $20.55 |
| Q4 2021 | +50,358 | Add 20.04% | 301,634 | $29.68 |
| Q1 2022 | +47,008 | Add 15.58% | 348,642 | $27.09 |
| Q2 2022 | -16,200 | Reduce 4.65% | 332,442 | $26.65 |
| Q3 2022 | -156,800 | Reduce 47.17% | 175,642 | $29.72 |
| Q4 2022 | -39,200 | Reduce 22.32% | 136,442 | $29.50 |
| Q1 2023 | -23,400 | Reduce 17.15% | 113,042 | $36.74 |
| Q2 2023 | -74,718 | Reduce 66.10% | 38,324 | $43.64 |
| Q3 2023 | -38,324 | Sold Out | 38,324 | $43.64 |
| Q2 2024 | +44,016 | New Buy | 44,016 | $56.94 |
| Q3 2024 | -2,582 | Reduce 5.87% | 41,434 | $74.10 |
| Q4 2024 | +9,346 | Add 22.56% | 50,780 | $79.36 |
| Q1 2025 | -11,238 | Reduce 22.13% | 39,542 | $76.14 |
| Q2 2025 | -4,824 | Reduce 12.20% | 34,718 | $79.47 |
| Q3 2025 | +11,484 | Add 33.08% | 46,202 | $101.11 |
Jeremy Grantham's Mueller Industries Investment FAQs
Jeremy Grantham first purchased Mueller Industries, Inc. (MLI) in Q4 2018, acquiring 118,000 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 Mueller Industries, Inc. (MLI) for 28 quarters since Q4 2018.
Jeremy Grantham's largest addition to Mueller Industries, Inc. (MLI) was in Q3 2019, adding 584,200 shares worth $8.38 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 46,202 shares of Mueller Industries, Inc. (MLI), valued at approximately $4.67 M.
As of the Q3 2025 filing, Mueller Industries, Inc. (MLI) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Mueller Industries, Inc. (MLI) was 584,200 shares, as reported at the end of Q3 2019.