Jeremy Grantham's SAIA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 10,225 shares of Saia, Inc. (SAIA) worth $3.34 M, representing 0.01% of the portfolio. First purchased in 2022-Q3, this short-term holding has been held for 8 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in SAIA for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 117,840 shares. Largest reduction occurred in Q2 2025, reducing 117,840 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Saia (SAIA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Saia (SAIA) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +10,225 | New Buy | 10,225 | $326.52 |
| Q2 2025 | -117,840 | Sold Out | 0 | $0.00 |
| Q1 2025 | +117,840 | New Buy | 117,840 | $349.43 |
| Q3 2023 | -52,940 | Sold Out | 0 | $0.00 |
| Q1 2023 | +11,285 | Add 27.09% | 52,940 | $272.08 |
| Q4 2022 | -1,795 | Reduce 4.13% | 41,655 | $209.68 |
| Q3 2022 | +43,450 | New Buy | 43,450 | $190.01 |
Jeremy Grantham's Saia Investment FAQs
Jeremy Grantham first purchased Saia, Inc. (SAIA) in Q3 2022, acquiring 43,450 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 Saia, Inc. (SAIA) for 8 quarters since Q3 2022.
Jeremy Grantham's largest addition to Saia, Inc. (SAIA) was in Q1 2025, adding 117,840 shares worth $41.18 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 10,225 shares of Saia, Inc. (SAIA), valued at approximately $3.34 M.
As of the Q4 2025 filing, Saia, Inc. (SAIA) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Saia, Inc. (SAIA) was 117,840 shares, as reported at the end of Q1 2025.