GMO (Jeremy Grantham) — LSTR Trade History
Quarter-by-quarter changes in the LANDSTAR SYS INC position · CUSIP 515098101
Currently held · 3 QFirst seen: 2017 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Add | 45,020 | 969 | +2.2% | $9.3M | 0.02% |
| 2026 Q1 | 2026-05-14 | Add | 44,051 | 15,457 | +54.1% | $7.1M | 0.02% |
| 2025 Q4 | 2026-02-17 | New | 28,594 | 28,594 | — | $4.1M | 0.01% |
| 2025 Q3 | 2025-11-13 | — | — | — | — | — | — |
| 2025 Q2 | 2025-08-13 | Sold out | — | -97,886 | -100.0% | — | — |
| 2025 Q1 | 2025-05-14 | Reduce | 97,886 | -142,283 | -59.2% | $14.7M | 0.05% |
| 2024 Q4 | 2025-02-13 | Add | 240,169 | 10,886 | +4.7% | $41.3M | 0.13% |
| 2024 Q3 | 2024-11-13 | Add | 229,283 | 21,850 | +10.5% | $43.3M | 0.14% |
| 2024 Q2 | 2024-08-13 | Add | 207,433 | 10,144 | +5.1% | $38.3M | 0.13% |
| 2024 Q1 | 2024-05-14 | Add | 197,289 | 85,989 | +77.3% | $38.0M | 0.14% |
| 2023 Q4 | 2024-02-13 | Add | 111,300 | 17,421 | +18.6% | $21.6M | 0.10% |
| 2023 Q3 | 2023-11-13 | Add | 93,879 | 13,040 | +16.1% | $16.6M | 0.08% |
| 2023 Q2 | 2023-08-14 | Hold | 80,839 | — | 0.0% | $15.6M | 0.07% |
| 2023 Q1 | 2023-05-12 | Add | 80,839 | 25,359 | +45.7% | $14.5M | 0.07% |
| 2022 Q4 | 2023-02-13 | Add | 55,480 | 1,606 | +3.0% | $9.0M | 0.05% |
| 2022 Q3 | 2022-11-10 | Add | 53,874 | 52,474 | +3748.1% | $7.8M | 0.04% |
| 2022 Q2 | 2022-08-12 | New | 1,400 | 1,400 | — | $204.0K | 0.00% |
| 2022 Q1 | 2022-05-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-12 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-13 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | Sold out | — | -1,997 | -100.0% | — | — |
| 2019 Q3 | 2019-11-13 | Reduce | 1,997 | -12,020 | -85.8% | $225.0K | 0.00% |
| 2019 Q2 | 2019-08-13 | Reduce | 14,017 | -7,848 | -35.9% | $1.5M | 0.01% |
| 2019 Q1 | 2019-05-14 | Reduce | 21,865 | -8,500 | -28.0% | $2.4M | 0.02% |
| 2018 Q4 | 2019-02-13 | Hold | 30,365 | — | 0.0% | $2.9M | 0.02% |
| 2018 Q3 | 2018-11-14 | Add | 30,365 | 300 | +1.0% | $3.7M | 0.03% |
| 2018 Q2 | 2018-08-14 | Add | 30,065 | 18,965 | +170.9% | $3.3M | 0.02% |
| 2018 Q1 | 2018-05-15 | Add | 11,100 | 2,000 | +22.0% | $1.2M | 0.01% |
| 2017 Q4 | 2018-02-14 | Reduce | 9,100 | -23,500 | -72.1% | $947.0K | 0.01% |
| 2017 Q3 | 2017-11-14 | New | 32,600 | 32,600 | — | $3.2M | 0.02% |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.