Jeremy Grantham's MLI Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 50,332 shares of Mueller Industries, Inc. (MLI) worth $2.79 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 663,200 shares. Largest reduction occurred in Q4 2019, reducing 458,800 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 |
|---|---|---|---|---|
| Q1 2026 | -33,876 | Reduce 40.23% | 50,332 | $55.40 |
| Q4 2025 | -8,196 | Reduce 8.87% | 84,208 | $57.40 |
| Q3 2025 | +22,968 | Add 33.08% | 92,404 | $50.55 |
| Q2 2025 | -9,648 | Reduce 12.20% | 69,436 | $39.73 |
| Q1 2025 | -22,476 | Reduce 22.13% | 79,084 | $38.07 |
| Q4 2024 | +18,692 | Add 22.56% | 101,560 | $39.68 |
| Q3 2024 | -5,164 | Reduce 5.87% | 82,868 | $37.05 |
| Q2 2024 | +88,032 | New Buy | 88,032 | $28.47 |
| Q3 2023 | -76,648 | Sold Out | 0 | $0.00 |
| Q2 2023 | -149,436 | Reduce 66.10% | 76,648 | $21.82 |
| Q1 2023 | -46,800 | Reduce 17.15% | 226,084 | $18.37 |
| Q4 2022 | -78,400 | Reduce 22.32% | 272,884 | $14.75 |
| Q3 2022 | -313,600 | Reduce 47.17% | 351,284 | $14.86 |
| Q2 2022 | -32,400 | Reduce 4.65% | 664,884 | $13.32 |
| Q1 2022 | +94,016 | Add 15.58% | 697,284 | $13.54 |
| Q4 2021 | +100,716 | Add 20.04% | 603,268 | $14.84 |
| Q3 2021 | -14,400 | Reduce 2.79% | 502,552 | $10.28 |
| Q2 2021 | +92,400 | Add 21.76% | 516,952 | $10.83 |
| Q1 2021 | -61,448 | Reduce 12.64% | 424,552 | $10.34 |
| Q4 2020 | -245,624 | Reduce 33.57% | 486,000 | $8.78 |
| Q3 2020 | +20,800 | Add 2.93% | 731,624 | $6.76 |
| Q2 2020 | +120,800 | Add 20.47% | 710,824 | $6.64 |
| Q1 2020 | -119,576 | Reduce 16.85% | 590,024 | $5.98 |
| Q4 2019 | -458,800 | Reduce 39.27% | 709,600 | $7.94 |
| Q3 2019 | +663,200 | Add 131.27% | 1.17 M | $7.17 |
| Q2 2019 | +280,800 | Add 125.13% | 505,200 | $7.32 |
| Q1 2019 | -11,600 | Reduce 4.92% | 224,400 | $7.83 |
| Q4 2018 | +236,000 | New Buy | 236,000 | $5.84 |
Jeremy Grantham's Mueller Industries Investment FAQs
Jeremy Grantham first purchased Mueller Industries, Inc. (MLI) in Q4 2018, acquiring 236,000 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 1,168,400 shares worth $8.38 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 50,332 shares of Mueller Industries, Inc. (MLI), valued at approximately $2.79 M.
As of the Q1 2026 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 1,168,400 shares, as reported at the end of Q3 2019.