Jeremy Grantham's TPH Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 499,509 shares of Tri Pointe Homes, Inc. (TPH) worth $23.34 M, representing 0.06% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in TPH, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 419,497 shares. Largest reduction occurred in Q3 2022, reducing 410,700 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Tri Pointe Homes (TPH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Tri Pointe Homes (TPH) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +419,497 | Add 524.29% | 499,509 | $46.73 |
| Q4 2025 | +3,579 | Add 4.68% | 80,012 | $31.47 |
| Q3 2025 | +12,361 | Add 19.29% | 76,433 | $33.97 |
| Q2 2025 | -3,811 | Reduce 5.61% | 64,072 | $31.95 |
| Q1 2025 | +34,804 | Add 105.21% | 67,883 | $31.92 |
| Q4 2024 | -3,391 | Reduce 9.30% | 33,079 | $36.26 |
| Q3 2024 | -649 | Reduce 1.75% | 36,470 | $45.31 |
| Q2 2024 | -20,392 | Reduce 35.46% | 37,119 | $37.25 |
| Q1 2024 | -36,910 | Reduce 39.09% | 57,511 | $38.66 |
| Q4 2023 | -47,003 | Reduce 33.24% | 94,421 | $35.40 |
| Q3 2023 | -61,097 | Reduce 30.17% | 141,424 | $27.35 |
| Q1 2023 | -58,200 | Reduce 22.32% | 202,521 | $25.32 |
| Q4 2022 | -180,690 | Reduce 40.93% | 260,721 | $18.59 |
| Q3 2022 | -410,700 | Reduce 48.20% | 441,411 | $15.11 |
| Q2 2022 | +97,066 | Add 12.86% | 852,111 | $16.87 |
| Q1 2022 | +36,693 | Add 5.11% | 755,045 | $20.08 |
| Q4 2021 | -11,024 | Reduce 1.51% | 718,352 | $27.89 |
| Q3 2021 | +6,630 | Add 0.92% | 729,376 | $21.02 |
| Q2 2021 | -45,600 | Reduce 5.93% | 722,746 | $21.43 |
| Q1 2021 | +342,704 | Add 80.51% | 768,346 | $20.36 |
| Q4 2020 | +179,300 | Add 72.78% | 425,642 | $17.25 |
| Q3 2020 | -185,500 | Reduce 42.96% | 246,342 | $18.14 |
| Q2 2020 | +52,500 | Add 13.84% | 431,842 | $14.69 |
| Q1 2020 | +350,742 | Add 1226.37% | 379,342 | $8.77 |
| Q4 2019 | +28,600 | New Buy | 28,600 | $15.59 |
Jeremy Grantham's Tri Pointe Homes Investment FAQs
Jeremy Grantham first purchased Tri Pointe Homes, Inc. (TPH) in Q4 2019, acquiring 28,600 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 Tri Pointe Homes, Inc. (TPH) for 26 quarters since Q4 2019.
Jeremy Grantham's largest addition to Tri Pointe Homes, Inc. (TPH) was in Q1 2026, adding 499,509 shares worth $23.34 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 499,509 shares of Tri Pointe Homes, Inc. (TPH), valued at approximately $23.34 M.
As of the Q1 2026 filing, Tri Pointe Homes, Inc. (TPH) 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 Tri Pointe Homes, Inc. (TPH) was 852,111 shares, as reported at the end of Q2 2022.