Jeremy Grantham's AMRC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3.2 M shares of Ameresco, Inc. (AMRC) worth $107.57 M, representing 0.30% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in AMRC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 1.17 M shares. Largest reduction occurred in Q3 2025, reducing 643,538 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Ameresco (AMRC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ameresco (AMRC) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2017 | +11,100 | New Buy | 11,100 | $7.66 |
| Q3 2017 | -11,100 | Sold Out | 11,100 | $0.00 |
| Q1 2019 | +65,940 | New Buy | 65,940 | $16.18 |
| Q2 2019 | +3,600 | Add 5.46% | 69,540 | $14.73 |
| Q3 2019 | -41,500 | Reduce 59.68% | 28,040 | $16.08 |
| Q4 2019 | -28,040 | Sold Out | 28,040 | $0.00 |
| Q1 2021 | +371,410 | New Buy | 371,410 | $48.63 |
| Q2 2021 | +987,162 | Add 265.79% | 1.36 M | $62.72 |
| Q3 2021 | -383,879 | Reduce 28.26% | 974,693 | $58.43 |
| Q4 2021 | +224,039 | Add 22.99% | 1.2 M | $81.44 |
| Q1 2022 | +1.17 M | Add 97.46% | 2.37 M | $79.50 |
| Q2 2022 | +742,726 | Add 31.38% | 3.11 M | $45.56 |
| Q3 2022 | -303,700 | Reduce 9.77% | 2.81 M | $66.48 |
| Q4 2022 | +50,703 | Add 1.81% | 2.86 M | $57.14 |
| Q1 2023 | +972,065 | Add 34.03% | 3.83 M | $49.22 |
| Q4 2023 | +211,519 | Add 5.52% | 4.04 M | $31.67 |
| Q1 2024 | +226,400 | Add 5.60% | 4.27 M | $24.13 |
| Q3 2024 | -57,188 | Reduce 1.34% | 4.21 M | $37.94 |
| Q4 2024 | -178,447 | Reduce 4.24% | 4.03 M | $23.48 |
| Q1 2025 | -184,193 | Reduce 4.57% | 3.85 M | $12.08 |
| Q3 2025 | -643,538 | Reduce 16.73% | 3.2 M | $33.58 |
Jeremy Grantham's Ameresco Investment FAQs
Jeremy Grantham first purchased Ameresco, Inc. (AMRC) in Q2 2017, acquiring 11,100 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 Ameresco, Inc. (AMRC) for 34 quarters since Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Ameresco, Inc. (AMRC) was in Q1 2022, adding 2,367,046 shares worth $188.18 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,203,393 shares of Ameresco, Inc. (AMRC), valued at approximately $107.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Ameresco, Inc. (AMRC) represents approximately 0.30% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Ameresco, Inc. (AMRC) was 4,266,759 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.