Jeremy Grantham's NSC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 59,034 shares of Norfolk Southern Corporation (NSC) worth $17.73 M, representing 0.05% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in NSC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 54,133 shares. Largest reduction occurred in Q4 2016, reducing 36,535 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Norfolk Southern Corporation (NSC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Norfolk Southern Corporation (NSC) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2015 | +2,500 | New Buy | 2,500 | $84.40 |
| Q1 2016 | -2,500 | Sold Out | 2,500 | $0.00 |
| Q3 2016 | +41,700 | New Buy | 41,700 | $97.05 |
| Q4 2016 | -36,535 | Reduce 87.61% | 5,165 | $108.03 |
| Q1 2017 | -5,165 | Sold Out | 5,165 | $0.00 |
| Q1 2021 | +2,873 | New Buy | 2,873 | $268.36 |
| Q2 2021 | -2,873 | Sold Out | 2,873 | $0.00 |
| Q1 2024 | +2,318 | New Buy | 2,318 | $254.87 |
| Q2 2024 | -2,318 | Sold Out | 2,318 | $0.00 |
| Q3 2024 | +2,812 | New Buy | 2,812 | $248.50 |
| Q4 2024 | +9,109 | Add 323.93% | 11,921 | $234.70 |
| Q1 2025 | -11,921 | Sold Out | 11,921 | $0.00 |
| Q2 2025 | +4,901 | New Buy | 4,901 | $255.97 |
| Q3 2025 | +54,133 | Add 1104.53% | 59,034 | $300.41 |
Jeremy Grantham's Norfolk Southern Corporation Investment FAQs
Jeremy Grantham first purchased Norfolk Southern Corporation (NSC) in Q4 2015, acquiring 2,500 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 Norfolk Southern Corporation (NSC) for 40 quarters since Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Norfolk Southern Corporation (NSC) was in Q3 2025, adding 59,034 shares worth $17.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 59,034 shares of Norfolk Southern Corporation (NSC), valued at approximately $17.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Norfolk Southern Corporation (NSC) represents approximately 0.05% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Norfolk Southern Corporation (NSC) was 59,034 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.