Jeremy Grantham's NSC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 86,720 shares of Norfolk Southern Corporation (NSC) worth $25.04 M, representing 0.06% of the portfolio. First purchased in 2015-Q4, this medium-term investment has been held for 15 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +27,686 | Add 46.90% | 86,720 | $288.72 |
| Q3 2025 | +54,133 | Add 1104.53% | 59,034 | $300.41 |
| Q2 2025 | +4,901 | New Buy | 4,901 | $255.97 |
| Q1 2025 | -11,921 | Sold Out | 0 | $0.00 |
| Q4 2024 | +9,109 | Add 323.93% | 11,921 | $234.70 |
| Q3 2024 | +2,812 | New Buy | 2,812 | $248.50 |
| Q2 2024 | -2,318 | Sold Out | 0 | $0.00 |
| Q1 2024 | +2,318 | New Buy | 2,318 | $254.87 |
| Q2 2021 | -2,873 | Sold Out | 0 | $0.00 |
| Q1 2021 | +2,873 | New Buy | 2,873 | $268.36 |
| Q1 2017 | -5,165 | Sold Out | 0 | $0.00 |
| Q4 2016 | -36,535 | Reduce 87.61% | 5,165 | $108.03 |
| Q3 2016 | +41,700 | New Buy | 41,700 | $97.05 |
| Q1 2016 | -2,500 | Sold Out | 0 | $0.00 |
| Q4 2015 | +2,500 | New Buy | 2,500 | $84.40 |
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 15 quarters since Q4 2015.
Jeremy Grantham's largest addition to Norfolk Southern Corporation (NSC) was in Q3 2025, adding 59,034 shares worth $17.73 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 86,720 shares of Norfolk Southern Corporation (NSC), valued at approximately $25.04 M.
As of the Q4 2025 filing, Norfolk Southern Corporation (NSC) represents approximately 0.06% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Norfolk Southern Corporation (NSC) was 86,720 shares, as reported at the end of Q4 2025.