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Jeremy Grantham’s MZTI Holdings & Trades

First Buy
Q1 2014
Duration Held
24 Quarters
Largest Add
Q1 2024
+81,498 Shares
Current Position
193,847 Shares
$26.81 M Value

Jeremy Grantham's MZTI Position Overview

Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 193,847 shares of The Marzetti Company (MZTI) worth $26.81 M, representing 0.07% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 24 quarters.

Based on 13F filings, Jeremy Grantham has maintained a strategic position in MZTI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 81,498 shares. Largest reduction occurred in Q4 2025, reducing 119,489 shares.

Analysis based on 13F filings available since 2013 Q2

Jeremy Grantham's The Marzetti Company (MZTI) Holding Value Over Time

Track share changes against reported price movement

Quarterly The Marzetti Company (MZTI) Trades by Jeremy Grantham

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +21,514 Add 12.48% 193,847 $138.33
Q4 2025 -119,489 Reduce 40.95% 172,333 $164.42
Q3 2025 +2,722 Add 0.94% 291,822 $172.79
Q2 2025 +14,105 Add 5.13% 289,100 $172.77
Q1 2025 +43,068 Add 18.57% 274,995 $175.00
Q4 2024 +9,411 Add 4.23% 231,927 $173.14
Q3 2024 +24,124 Add 12.16% 222,516 $176.57
Q2 2024 +8,858 Add 4.67% 198,392 $188.97
Q1 2024 +81,498 Add 75.44% 189,534 $207.63
Q4 2023 +24,913 Add 29.97% 108,036 $166.39
Q3 2023 +10,639 Add 14.68% 83,123 $165.03
Q1 2023 +44,384 Add 157.95% 72,484 $202.88
Q4 2022 -18,105 Reduce 39.18% 28,100 $197.30
Q3 2022 +46,205 New Buy 46,205 $150.29
Q1 2016 -5,837 Sold Out 0 $0.00
Q4 2015 -800 Reduce 12.05% 5,837 $115.47
Q3 2015 -7,400 Reduce 52.72% 6,637 $97.48
Q2 2015 -3,900 Reduce 21.74% 14,037 $90.83
Q1 2015 -600 Reduce 3.24% 17,937 $95.17
Q4 2014 -6,906 Reduce 27.14% 18,537 $93.65
Q3 2014 -1,800 Reduce 6.61% 25,443 $85.29
Q2 2014 +7,900 Add 40.84% 27,243 $95.14
Q1 2014 +19,343 New Buy 19,343 $99.42

Jeremy Grantham's The Marzetti Company Investment FAQs

Jeremy Grantham first purchased The Marzetti Company (MZTI) in Q1 2014, acquiring 19,343 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 The Marzetti Company (MZTI) for 24 quarters since Q1 2014.

Jeremy Grantham's largest addition to The Marzetti Company (MZTI) was in Q1 2024, adding 189,534 shares worth $39.35 M.

According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 193,847 shares of The Marzetti Company (MZTI), valued at approximately $26.81 M.

As of the Q1 2026 filing, The Marzetti Company (MZTI) represents approximately 0.07% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.

Jeremy Grantham's peak holding in The Marzetti Company (MZTI) was 291,822 shares, as reported at the end of Q3 2025.