Jeremy Grantham's ARMK Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2.89 M shares of Aramark (ARMK) worth $110.93 M, representing 0.31% of the portfolio. First purchased in 2019-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ARMK, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 1.01 M shares. Largest reduction occurred in Q4 2019, reducing 67,611 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Aramark (ARMK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Aramark (ARMK) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2019 | +105,356 | New Buy | 105,356 | $26.04 |
| Q3 2019 | -31,163 | Reduce 29.58% | 74,193 | $31.47 |
| Q4 2019 | -67,611 | Reduce 91.13% | 6,582 | $31.30 |
| Q1 2020 | -6,582 | Sold Out | 0 | $0.00 |
| Q1 2021 | +75,760 | New Buy | 75,760 | $27.28 |
| Q2 2021 | +3,127 | Add 4.13% | 78,887 | $26.90 |
| Q3 2021 | -19,613 | Reduce 24.86% | 59,274 | $23.72 |
| Q4 2021 | +5,807 | Add 9.80% | 65,081 | $26.61 |
| Q1 2022 | +5,062 | Add 7.78% | 70,143 | $27.14 |
| Q2 2022 | -5,124 | Reduce 7.31% | 65,019 | $22.12 |
| Q1 2023 | +6,335 | Add 9.74% | 71,354 | $25.85 |
| Q2 2023 | +15,628 | Add 21.90% | 86,982 | $31.08 |
| Q3 2023 | +8,237 | Add 9.47% | 95,219 | $25.05 |
| Q4 2023 | +16,408 | Add 17.23% | 111,627 | $28.10 |
| Q1 2024 | +295,757 | Add 264.95% | 407,384 | $32.52 |
| Q2 2024 | +275,540 | Add 67.64% | 682,924 | $34.02 |
| Q3 2024 | +534,426 | Add 78.26% | 1.22 M | $38.73 |
| Q4 2024 | +189,001 | Add 15.53% | 1.41 M | $37.31 |
| Q1 2025 | +1.01 M | Add 71.56% | 2.41 M | $34.52 |
| Q2 2025 | +248,588 | Add 10.30% | 2.66 M | $41.87 |
| Q3 2025 | +227,301 | Add 8.54% | 2.89 M | $38.40 |
Jeremy Grantham's Aramark Investment FAQs
Jeremy Grantham first purchased Aramark (ARMK) in Q2 2019, acquiring 105,356 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 Aramark (ARMK) for 23 quarters since Q2 2019.
Jeremy Grantham's largest addition to Aramark (ARMK) was in Q1 2025, adding 2,412,799 shares worth $83.29 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,888,688 shares of Aramark (ARMK), valued at approximately $110.93 M.
As of the Q3 2025 filing, Aramark (ARMK) represents approximately 0.31% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Aramark (ARMK) was 2,888,688 shares, as reported at the end of Q3 2025.