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Jeremy Grantham's Steel Dynamics, Inc. (STLD) position

Yes: as of Q1 2026, Jeremy Grantham holds 95K shares of STLD worth $17M (0.0% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$17M
Shares held
95K
% of portfolio
0.0%
Est. average buy price (i)
$82.34
Quarter-end price
$180.00

Estimated trade prices

Average price in quarters with purchases
$79.98
Average prices in quarters with sales
  • Q1 2026: $181.99 (41K shares sold)
  • Q4 2025: $158.82 (20K shares sold)
  • Q2 2025: $127.67 (87K shares sold)
  • Q1 2025: $126.76 (24K shares sold)
  • Q4 2024: $132.90 (77K shares sold)
  • Q2 2024: $133.51 (12K shares sold)
  • Q1 2024: $125.72 (47K shares sold)
  • Q4 2023: $111.45 (26K shares sold)
  • Q1 2023: $116.25 (38K shares sold)
  • Q3 2022: $75.69 (15K shares sold)

STLD price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$50$200$40020222023202420252026New position of 231K shares · Q1 2022. Average closing price $67.46 · Price range $52.45–$89.49231KsharespurchasedAdded 128K shares (55.2%) · Q2 2022. Average closing price $80.10 · Price range $65.98–$93.24128KsharespurchasedSold 15K shares (4.3%) · Q3 2022. Average closing price $75.69 · Price range $64.41–$86.8715KsharessoldAdded 5K shares (1.4%) · Q4 2022. Average closing price $96.22 · Price range $75.39–$110.385KsharespurchasedSold 38K shares (11.0%) · Q1 2023. Average closing price $116.25 · Price range $95.17–$136.0638KsharessoldAdded 106K shares (34.0%) · Q2 2023. Average closing price $101.74 · Price range $91.90–$113.17106KsharespurchasedAdded 5K shares (1.2%) · Q3 2023. Average closing price $104.12 · Price range $98.11–$110.785KsharespurchasedSold 26K shares (6.2%) · Q4 2023. Average closing price $111.45 · Price range $98.75–$124.5226KsharessoldSold 47K shares (12.0%) · Q1 2024. Average closing price $125.72 · Price range $111.60–$148.2347KsharessoldSold 12K shares (3.3%) · Q2 2024. Average closing price $133.51 · Price range $120.69–$149.2612KsharessoldAdded 1K shares (0.4%) · Q3 2024. Average closing price $121.50 · Price range $108.10–$133.221KsharespurchasedSold 77K shares (22.9%) · Q4 2024. Average closing price $132.90 · Price range $113.80–$154.3277KsharessoldSold 24K shares (9.3%) · Q1 2025. Average closing price $126.76 · Price range $111.93–$139.0624KsharessoldSold 87K shares (37.0%) · Q2 2025. Average closing price $127.67 · Price range $109.21–$136.8487KsharessoldAdded 6K shares (4.4%) · Q3 2025. Average closing price $131.24 · Price range $121.36–$139.846KsharespurchasedSold 20K shares (12.7%) · Q4 2025. Average closing price $158.82 · Price range $141.00–$177.2020KsharessoldSold 41K shares (30.0%) · Q1 2026. Average closing price $181.99 · Price range $163.95–$205.7841Ksharessold
Average closing price · filing quarter
$181.99
Price range · filing quarter
$163.95 – $205.78
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −41K −$7.4M −30.0% 95K May 14, 2026
Q4 2025 Reduced −20K −$3.1M −12.7% 135K Feb 17, 2026
Q3 2025 Added +6K +$848K +4.4% 155K Nov 13, 2025
Q2 2025 Reduced −87K −$11M −37.0% 148K Aug 13, 2025
Q1 2025 Reduced −24K −$3.1M −9.3% 235K May 14, 2025
Q4 2024 Reduced −77K −$10M −22.9% 260K Feb 13, 2025
Q3 2024 Added +1K +$149K +0.4% 337K Nov 13, 2024
Q2 2024 Reduced −12K −$1.6M −3.3% 336K Aug 13, 2024
Q1 2024 Reduced −47K −$6.0M −12.0% 347K May 14, 2024
Q4 2023 Reduced −26K −$2.9M −6.2% 395K Feb 13, 2024
Q3 2023 Added +5K +$520K +1.2% 421K Nov 13, 2023
Q2 2023 Added +106K +$11M +34.0% 416K Aug 14, 2023
Q1 2023 Reduced −38K −$4.4M −11.0% 310K May 12, 2023
Q4 2022 Added +5K +$466K +1.4% 349K Feb 13, 2023
Q3 2022 Reduced −15K −$1.2M −4.3% 344K Nov 10, 2022
Q2 2022 Added +128K +$10M +55.2% 359K Aug 12, 2022
Q1 2022 New +231K +$16M – 231K May 13, 2022
Q1 2021 First covered – – – 25K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
18 grouped rows from 18 quarters

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Common questions

Does Jeremy Grantham own STLD?

Yes. As of Q1 2026, Jeremy Grantham disclosed 95K shares of STLD, worth $17M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy STLD?

Jeremy Grantham held STLD since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell STLD?

The quarter-by-quarter table above shows each sale and reduction Jeremy Grantham disclosed in STLD. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of STLD does Jeremy Grantham own?

Jeremy Grantham disclosed 95K shares of STLD as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for STLD?

Jeremy Grantham's estimated average buy price for STLD is $82.34, from quarter-average prices weighted by the shares added each quarter. 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.