Jeremy Grantham's PCAR Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 215,046 shares of PACCAR Inc (PCAR) worth $23.55 M, representing 0.06% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in PCAR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 221,329 shares. Largest reduction occurred in Q1 2023, reducing 143,617 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's PACCAR (PCAR) Holding Value Over Time
Track share changes against reported price movement
Quarterly PACCAR (PCAR) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -37,768 | Reduce 14.94% | 215,046 | $109.51 |
| Q3 2025 | +10,453 | Add 4.31% | 252,814 | $98.32 |
| Q2 2025 | -134,375 | Reduce 35.67% | 242,361 | $95.06 |
| Q1 2025 | +22,664 | Add 6.40% | 376,736 | $97.37 |
| Q4 2024 | -26,129 | Reduce 6.87% | 354,072 | $104.02 |
| Q3 2024 | +54,587 | Add 16.76% | 380,201 | $98.68 |
| Q2 2024 | -17,437 | Reduce 5.08% | 325,614 | $102.94 |
| Q1 2024 | -104,053 | Reduce 23.27% | 343,051 | $123.89 |
| Q4 2023 | -9,732 | Reduce 2.13% | 447,104 | $97.65 |
| Q3 2023 | +221,329 | Add 93.98% | 456,836 | $85.02 |
| Q2 2023 | +109,307 | Add 86.61% | 235,507 | $83.65 |
| Q1 2023 | -143,617 | Reduce 53.23% | 126,200 | $73.20 |
| Q4 2022 | +33,117 | Add 13.99% | 269,817 | $65.98 |
| Q3 2022 | +153,000 | Add 182.80% | 236,700 | $55.79 |
| Q2 2022 | +83,700 | New Buy | 83,700 | $54.90 |
| Q1 2022 | -59,850 | Sold Out | 0 | $0.00 |
| Q4 2021 | -76,650 | Reduce 56.15% | 59,850 | $58.85 |
| Q3 2021 | +4,546 | Add 3.45% | 136,500 | $52.62 |
| Q2 2021 | -102,710 | Reduce 43.77% | 131,954 | $59.50 |
| Q1 2021 | +184,800 | Add 370.61% | 234,664 | $61.95 |
| Q2 2020 | +19,714 | Add 65.39% | 49,864 | $49.90 |
| Q1 2020 | -31,443 | Reduce 51.05% | 30,150 | $40.76 |
| Q4 2019 | -38,550 | Reduce 38.49% | 61,593 | $52.73 |
| Q3 2019 | +100,143 | New Buy | 100,143 | $46.67 |
Jeremy Grantham's PACCAR Investment FAQs
Jeremy Grantham first purchased PACCAR Inc (PCAR) in Q3 2019, acquiring 100,143 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 PACCAR Inc (PCAR) for 26 quarters since Q3 2019.
Jeremy Grantham's largest addition to PACCAR Inc (PCAR) was in Q3 2023, adding 456,836 shares worth $38.84 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 215,046 shares of PACCAR Inc (PCAR), valued at approximately $23.55 M.
As of the Q4 2025 filing, PACCAR Inc (PCAR) 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 PACCAR Inc (PCAR) was 456,836 shares, as reported at the end of Q3 2023.