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Jeremy Grantham's Trex Company, Inc. (TREX) position

Yes: as of Q1 2026, Jeremy Grantham holds 680K shares of TREX worth $25M (0.1% of the disclosed portfolio). Last quarter the position was increased by 22.2%. First disclosed Q3 2022.
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Current value
$25M
Shares held
680K
% of portfolio
0.1%
Est. average buy price (i)
$40.41
est. since Q4 2025
Quarter-end price
$36.42

Estimated trade prices

Average price in quarters with purchases
$58.30
Average prices in quarters with sales
  • Q4 2023: $66.33 (23K shares sold)
  • Q3 2023: $68.61 (109K shares sold)
  • Q4 2022: $45.39 (16K shares sold)

TREX price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$30$100$15020222023202420252026New position of 196K shares · Q3 2022. Average closing price $53.50 · Price range $42.97–$65.27196KsharespurchasedSold 16K shares (8.1%) · Q4 2022. Average closing price $45.39 · Price range $39.98–$51.3016KsharessoldAdded 88K shares (48.7%) · Q1 2023. Average closing price $50.58 · Price range $43.70–$57.5688KsharespurchasedSold 109K shares (40.9%) · Q3 2023. Average closing price $68.61 · Price range $61.42–$75.95109KsharessoldSold 23K shares (14.8%) · Q4 2023. Average closing price $66.33 · Price range $54.28–$83.7223KsharessoldNew position of 521K shares · Q1 2025. Average closing price $64.97 · Price range $54.00–$74.44521KsharespurchasedAdded 38K shares (7.2%) · Q2 2025. Average closing price $56.68 · Price range $50.52–$61.7738KsharespurchasedAdded 166K shares (29.8%) · Q3 2025. Average closing price $60.90 · Price range $50.48–$68.49166KsharespurchasedAdded 124K shares (22.2%) · Q1 2026. Average closing price $40.23 · Price range $35.39–$44.44124Ksharespurchased
Average closing price · filing quarter
$40.23
Price range · filing quarter
$35.39 – $44.44
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +124K +$5.0M +22.2% 680K May 14, 2026
Q4 2025 First covered – – – 557K Feb 17, 2026
Q3 2025 Added +166K +$10M +29.8% 725K Nov 13, 2025
Q2 2025 Added +38K +$2.1M +7.2% 559K Aug 13, 2025
Q1 2025 New +521K +$34M – 521K May 14, 2025
Q4 2023 Reduced −23K −$1.6M −14.8% 135K Feb 13, 2024
Q3 2023 Reduced −109K −$7.5M −40.9% 158K Nov 13, 2023
Q2 2023 Unchanged – – – 267K Aug 14, 2023
Q1 2023 Added +88K +$4.4M +48.7% 267K May 12, 2023
Q4 2022 Reduced −16K −$724K −8.1% 180K Feb 13, 2023
Q3 2022 New +196K +$10M – 196K Nov 10, 2022
Data through Q1 2026 · filed May 14, 2026
11 grouped rows from 11 quarters

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Apple Inc.(AAPL)
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Meta Platforms, Inc.(META)
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Common questions

Does Jeremy Grantham own TREX?

Yes. As of Q1 2026, Jeremy Grantham disclosed 680K shares of TREX, worth $25M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy TREX?

Jeremy Grantham first disclosed a TREX position in Q3 2022; 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 TREX?

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

How many shares of TREX does Jeremy Grantham own?

Jeremy Grantham disclosed 680K shares of TREX 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 TREX?

Jeremy Grantham began building the TREX 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.