Jeremy Grantham's BF.B Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.35 M shares of Brown-Forman Corporation (BF.B) worth $36.52 M, representing 0.10% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in BF.B, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 932,779 shares. Largest reduction occurred in Q3 2015, reducing 224,025 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Brown-Forman Corporation (BF.B) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brown-Forman Corporation (BF.B) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +349,428 | Add 0.00% | 349,428 | $21.62 |
| Q3 2013 | -54,966 | Reduce 15.73% | 294,462 | $21.80 |
| Q4 2013 | -13,153 | Reduce 4.47% | 281,309 | $24.18 |
| Q1 2014 | +147,410 | Add 52.40% | 428,719 | $28.70 |
| Q2 2014 | +135,312 | Add 31.56% | 564,031 | $30.13 |
| Q3 2014 | -73,275 | Reduce 12.99% | 490,756 | $28.87 |
| Q4 2014 | -67,818 | Reduce 13.82% | 422,938 | $28.11 |
| Q1 2015 | -6,035 | Reduce 1.43% | 416,903 | $28.91 |
| Q2 2015 | -4,375 | Reduce 1.05% | 412,528 | $32.06 |
| Q3 2015 | -224,025 | Reduce 54.31% | 188,503 | $31.01 |
| Q4 2015 | -14,687 | Reduce 7.79% | 173,816 | $31.77 |
| Q1 2016 | -159,091 | Reduce 91.53% | 14,725 | $31.51 |
| Q2 2016 | -7,694 | Reduce 52.25% | 7,031 | $31.86 |
| Q3 2016 | -7,031 | Sold Out | 0 | $0.00 |
| Q2 2025 | +932,779 | New Buy | 932,779 | $26.91 |
| Q3 2025 | +415,821 | Add 44.58% | 1.35 M | $27.08 |
Jeremy Grantham's Brown-Forman Corporation Investment FAQs
Jeremy Grantham first purchased Brown-Forman Corporation (BF.B) in Q2 2013, acquiring 349,428 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 Brown-Forman Corporation (BF.B) for 16 quarters since Q2 2013.
Jeremy Grantham's largest addition to Brown-Forman Corporation (BF.B) was in Q2 2025, adding 932,779 shares worth $25.1 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,348,600 shares of Brown-Forman Corporation (BF.B), valued at approximately $36.52 M.
As of the Q3 2025 filing, Brown-Forman Corporation (BF.B) represents approximately 0.10% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Brown-Forman Corporation (BF.B) was 1,348,600 shares, as reported at the end of Q3 2025.