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Jeremy Grantham's The AZEK Company Inc. (AZEK) position

Not anymore: Jeremy Grantham fully exited AZEK in Q3 2025. The position peaked at an amount we cannot price in Q1 2024.
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Value at exit
an amount we cannot price
Shares at exit
745K
Quarter-end price
No quarter-end price available

Average buy price is hidden here because at least one covered purchase quarter has no usable local mean price.

AZEK price vs Grantham's position

Dates
Average closing price · filing quarter
Price range · filing quarter

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q3 2025 Exited −745K −100.0% 0 Nov 13, 2025
Q2 2025 Added +217K +41.0% 745K Aug 13, 2025
Q1 2025 Added +48K +10.0% 529K May 14, 2025
Q4 2024 Reduced −32K −6.2% 481K Feb 13, 2025
Q3 2024 Added +225K +78.3% 513K Nov 13, 2024
Q2 2024 Added +72K +33.4% 288K Aug 13, 2024
Q1 2024 New +216K 216K May 14, 2024
Data through Q3 2025 · filed Nov 13, 2025
7 grouped rows from 7 quarters

More Grantham positions

Common questions

Does Jeremy Grantham own AZEK?

Not currently. Jeremy Grantham fully exited AZEK in Q3 2025, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy AZEK?

Jeremy Grantham first disclosed a AZEK position in Q1 2024; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell AZEK?

Yes. Jeremy Grantham reduced and then fully exited AZEK by Q3 2025; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of AZEK does Jeremy Grantham own?

None as of the latest filing: Jeremy Grantham has exited AZEK. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for AZEK?

Jeremy Grantham began building the AZEK position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.