Jeremy Grantham's MLI Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 42,104 shares of Mueller Industries, Inc. (MLI) worth $4.83 M, representing 0.01% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 27 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 2025 | -4,098 | Reduce 8.87% | 42,104 | $114.80 |
| Q3 2025 | +11,484 | Add 33.08% | 46,202 | $101.11 |
| Q2 2025 | -4,824 | Reduce 12.20% | 34,718 | $79.47 |
| Q1 2025 | -11,238 | Reduce 22.13% | 39,542 | $76.14 |
| Q4 2024 | +9,346 | Add 22.56% | 50,780 | $79.36 |
| Q3 2024 | -2,582 | Reduce 5.87% | 41,434 | $74.10 |
| Q2 2024 | +44,016 | New Buy | 44,016 | $56.94 |
| Q3 2023 | -38,324 | Sold Out | 0 | $0.00 |
| Q2 2023 | -74,718 | Reduce 66.10% | 38,324 | $43.64 |
| Q1 2023 | -23,400 | Reduce 17.15% | 113,042 | $36.74 |
| Q4 2022 | -39,200 | Reduce 22.32% | 136,442 | $29.50 |
| Q3 2022 | -156,800 | Reduce 47.17% | 175,642 | $29.72 |
| Q2 2022 | -16,200 | Reduce 4.65% | 332,442 | $26.65 |
| Q1 2022 | +47,008 | Add 15.58% | 348,642 | $27.09 |
| Q4 2021 | +50,358 | Add 20.04% | 301,634 | $29.68 |
| Q3 2021 | -7,200 | Reduce 2.79% | 251,276 | $20.55 |
| Q2 2021 | +46,200 | Add 21.76% | 258,476 | $21.65 |
| Q1 2021 | -30,724 | Reduce 12.64% | 212,276 | $20.68 |
| Q4 2020 | -122,812 | Reduce 33.57% | 243,000 | $17.56 |
| Q3 2020 | +10,400 | Add 2.93% | 365,812 | $13.53 |
| Q2 2020 | +60,400 | Add 20.47% | 355,412 | $13.29 |
| Q1 2020 | -59,788 | Reduce 16.85% | 295,012 | $11.97 |
| Q4 2019 | -229,400 | Reduce 39.27% | 354,800 | $15.87 |
| Q3 2019 | +331,600 | Add 131.27% | 584,200 | $14.34 |
| Q2 2019 | +140,400 | Add 125.13% | 252,600 | $14.64 |
| Q1 2019 | -5,800 | Reduce 4.92% | 112,200 | $15.67 |
| Q4 2018 | +118,000 | New Buy | 118,000 | $11.68 |
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 27 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 Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 42,104 shares of Mueller Industries, Inc. (MLI), valued at approximately $4.83 M.
As of the Q4 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.