Jeremy Grantham's PCH Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 174,800 shares of PotlatchDeltic Corporation (PCH) worth $7.12 M, representing 0.02% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in PCH, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2021, adding 177,589 shares. Largest reduction occurred in Q3 2024, reducing 308,504 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's PotlatchDeltic Corporation (PCH) Holding Value Over Time
Track share changes against reported price movement
Quarterly PotlatchDeltic Corporation (PCH) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +37,700 | New Buy | 37,700 | $51.01 |
| Q4 2017 | +28,600 | Add 75.86% | 66,300 | $49.89 |
| Q1 2018 | -21,820 | Reduce 32.91% | 44,480 | $52.05 |
| Q2 2018 | -5,307 | Reduce 11.93% | 39,173 | $50.85 |
| Q3 2018 | -2,980 | Reduce 7.61% | 36,193 | $40.95 |
| Q4 2018 | -36,193 | Sold Out | 36,193 | $0.00 |
| Q3 2021 | +213,782 | New Buy | 213,782 | $51.58 |
| Q4 2021 | -5,671 | Reduce 2.65% | 208,111 | $60.22 |
| Q1 2022 | +144,075 | Add 69.23% | 352,186 | $52.73 |
| Q2 2022 | +125,165 | Add 35.54% | 477,351 | $44.19 |
| Q3 2022 | +164,546 | Add 34.47% | 641,897 | $41.04 |
| Q4 2022 | +163,976 | Add 25.55% | 805,873 | $43.99 |
| Q1 2023 | -88,776 | Reduce 11.02% | 717,097 | $49.50 |
| Q2 2023 | -90,737 | Reduce 12.65% | 626,360 | $52.85 |
| Q3 2023 | +133,066 | Add 21.24% | 759,426 | $45.39 |
| Q4 2023 | -27,727 | Reduce 3.65% | 731,699 | $49.10 |
| Q1 2024 | +149,195 | Add 20.39% | 880,894 | $47.02 |
| Q2 2024 | -303,567 | Reduce 34.46% | 577,327 | $39.39 |
| Q3 2024 | -308,504 | Reduce 53.44% | 268,823 | $45.05 |
| Q4 2024 | +79,500 | Add 29.57% | 348,323 | $39.25 |
| Q1 2025 | -348,323 | Sold Out | 348,323 | $0.00 |
| Q2 2025 | +131,600 | New Buy | 131,600 | $38.37 |
| Q3 2025 | +43,200 | Add 32.83% | 174,800 | $40.75 |
Jeremy Grantham's PotlatchDeltic Corporation Investment FAQs
Jeremy Grantham first purchased PotlatchDeltic Corporation (PCH) in Q3 2017, acquiring 37,700 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 PotlatchDeltic Corporation (PCH) for 33 quarters since Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to PotlatchDeltic Corporation (PCH) was in Q3 2021, adding 213,782 shares worth $11.03 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 174,800 shares of PotlatchDeltic Corporation (PCH), valued at approximately $7.12 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, PotlatchDeltic Corporation (PCH) represents approximately 0.02% 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 PotlatchDeltic Corporation (PCH) was 880,894 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.