Jeremy Grantham's BCPC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 209,844 shares of Balchem Corporation (BCPC) worth $32.18 M, representing 0.08% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in BCPC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 92,091 shares. Largest reduction occurred in Q4 2025, reducing 145,979 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Balchem Corporation (BCPC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Balchem Corporation (BCPC) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -145,979 | Reduce 41.03% | 209,844 | $153.36 |
| Q3 2025 | +3,325 | Add 0.94% | 355,823 | $150.06 |
| Q2 2025 | +56,195 | Add 18.97% | 352,498 | $159.20 |
| Q1 2025 | +92,091 | Add 45.10% | 296,303 | $166.00 |
| Q4 2024 | +7,855 | Add 4.00% | 204,212 | $163.00 |
| Q3 2024 | +21,752 | Add 12.46% | 196,357 | $176.00 |
| Q2 2024 | +8,530 | Add 5.14% | 174,605 | $153.95 |
| Q1 2024 | +72,989 | Add 78.41% | 166,075 | $154.95 |
| Q4 2023 | -5,677 | Reduce 5.75% | 93,086 | $148.75 |
| Q3 2023 | +29,265 | Add 42.11% | 98,763 | $124.04 |
| Q1 2023 | +31,462 | Add 82.72% | 69,498 | $126.48 |
| Q4 2022 | +4,423 | Add 13.16% | 38,036 | $122.11 |
| Q3 2022 | +33,613 | New Buy | 33,613 | $121.59 |
Jeremy Grantham's Balchem Corporation Investment FAQs
Jeremy Grantham first purchased Balchem Corporation (BCPC) in Q3 2022, acquiring 33,613 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 Balchem Corporation (BCPC) for 14 quarters since Q3 2022.
Jeremy Grantham's largest addition to Balchem Corporation (BCPC) was in Q1 2025, adding 296,303 shares worth $49.19 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 209,844 shares of Balchem Corporation (BCPC), valued at approximately $32.18 M.
As of the Q4 2025 filing, Balchem Corporation (BCPC) represents approximately 0.08% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Balchem Corporation (BCPC) was 355,823 shares, as reported at the end of Q3 2025.