Jeremy Grantham’s CARR Holdings & Trades

First Buy
Q4 2020
Duration Held
20 Quarters
Largest Add
Q1 2021
+369,784 Shares
Current Position
244,459 Shares
$14.59 M Value

Jeremy Grantham's CARR Position Overview

Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 244,459 shares of Carrier Global Corporation (CARR) worth $14.59 M, representing 0.04% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.

Based on 13F filings, Jeremy Grantham has maintained a strategic position in CARR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 369,784 shares. Largest reduction occurred in Q3 2023, reducing 487,996 shares.

Analysis based on 13F filings available since 2013 Q2

Jeremy Grantham's Carrier Global Corporation (CARR) Holding Value Over Time

Track share changes against reported price movement

Quarterly Carrier Global Corporation (CARR) Trades by Jeremy Grantham

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2020 +362,100 New Buy 362,100 $37.72
Q1 2021 +369,784 Add 102.12% 731,884 $42.22
Q2 2021 +115,159 Add 15.73% 847,043 $48.60
Q3 2021 -23,900 Reduce 2.82% 823,143 $51.76
Q4 2021 -93,540 Reduce 11.36% 729,603 $54.24
Q1 2022 +63,581 Add 8.71% 793,184 $45.87
Q2 2022 +119,400 Add 15.05% 912,584 $35.66
Q3 2022 +34,900 Add 3.82% 947,484 $35.56
Q4 2022 +191,062 Add 20.17% 1.14 M $41.25
Q1 2023 -155,162 Reduce 13.63% 983,384 $45.75
Q2 2023 -51,238 Reduce 5.21% 932,146 $49.71
Q3 2023 -487,996 Reduce 52.35% 444,150 $55.20
Q4 2023 -444,150 Sold Out 444,150 $0.00
Q1 2024 +268,500 New Buy 268,500 $58.13
Q2 2024 +89,000 Add 33.15% 357,500 $63.08
Q3 2024 -89,115 Reduce 24.93% 268,385 $80.49
Q4 2024 -58,600 Reduce 21.83% 209,785 $68.26
Q1 2025 -3,681 Reduce 1.75% 206,104 $63.40
Q2 2025 +14,279 Add 6.93% 220,383 $73.19
Q3 2025 +24,076 Add 10.92% 244,459 $59.70

Jeremy Grantham's Carrier Global Corporation Investment FAQs

Jeremy Grantham first purchased Carrier Global Corporation (CARR) in Q4 2020, acquiring 362,100 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 Carrier Global Corporation (CARR) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham's largest addition to Carrier Global Corporation (CARR) was in Q1 2021, adding 731,884 shares worth $30.9 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 244,459 shares of Carrier Global Corporation (CARR), valued at approximately $14.59 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Carrier Global Corporation (CARR) represents approximately 0.04% 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 Carrier Global Corporation (CARR) was 1,138,546 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.