Jeremy Grantham's BG Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 66,292 shares of Bunge Global SA (BG) worth $5.91 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in BG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2018, adding 306,100 shares. Largest reduction occurred in Q2 2018, reducing 306,100 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Bunge Global (BG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bunge Global (BG) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +16,270 | Add 32.53% | 66,292 | $89.08 |
| Q3 2025 | +2,711 | Add 5.73% | 50,022 | $81.25 |
| Q2 2025 | -31,244 | Reduce 39.77% | 47,311 | $80.28 |
| Q1 2025 | +35,592 | Add 82.84% | 78,555 | $76.42 |
| Q4 2024 | -51,451 | Reduce 54.50% | 42,963 | $77.76 |
| Q3 2024 | +17,214 | Add 22.30% | 94,414 | $96.64 |
| Q2 2024 | +61,701 | Add 398.10% | 77,200 | $106.77 |
| Q1 2024 | -561 | Reduce 3.49% | 15,499 | $102.52 |
| Q3 2023 | +16,060 | New Buy | 16,060 | $108.25 |
| Q2 2019 | -304,976 | Sold Out | 0 | $0.00 |
| Q1 2019 | +97,659 | Add 47.11% | 304,976 | $53.07 |
| Q4 2018 | +207,317 | New Buy | 207,317 | $53.44 |
| Q2 2018 | -306,100 | Sold Out | 0 | $0.00 |
| Q1 2018 | +306,100 | New Buy | 306,100 | $73.94 |
| Q3 2013 | -14,032 | Sold Out | 0 | $0.00 |
| Q2 2013 | +14,032 | Add 0.00% | 14,032 | $70.77 |
Jeremy Grantham's Bunge Global Investment FAQs
Jeremy Grantham first purchased Bunge Global SA (BG) in Q2 2013, acquiring 14,032 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 Bunge Global SA (BG) for 17 quarters since Q2 2013.
Jeremy Grantham's largest addition to Bunge Global SA (BG) was in Q1 2018, adding 306,100 shares worth $22.63 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 66,292 shares of Bunge Global SA (BG), valued at approximately $5.91 M.
As of the Q4 2025 filing, Bunge Global SA (BG) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Bunge Global SA (BG) was 306,100 shares, as reported at the end of Q1 2018.