Jeremy Grantham's EFXT Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 255,200 shares of Enerflex Ltd. (EFXT) worth $5.32 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in EFXT, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 502,500 shares. Largest reduction occurred in Q4 2023, reducing 389,081 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Enerflex (EFXT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Enerflex (EFXT) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -82,700 | Reduce 24.47% | 255,200 | $20.85 |
| Q4 2025 | -86,000 | Reduce 20.29% | 337,900 | $15.44 |
| Q3 2025 | -41,600 | Reduce 8.94% | 423,900 | $10.79 |
| Q2 2025 | -37,000 | Reduce 7.36% | 465,500 | $7.88 |
| Q1 2025 | +502,500 | New Buy | 502,500 | $7.73 |
| Q1 2024 | -307,146 | Sold Out | 0 | $0.00 |
| Q4 2023 | -389,081 | Reduce 55.88% | 307,146 | $4.65 |
| Q3 2023 | -264,600 | Reduce 27.54% | 696,227 | $5.77 |
| Q2 2023 | -23,900 | Reduce 2.43% | 960,827 | $6.82 |
| Q1 2023 | +68,400 | Add 7.46% | 984,727 | $5.95 |
| Q4 2022 | +916,327 | New Buy | 916,327 | $6.30 |
Jeremy Grantham's Enerflex Investment FAQs
Jeremy Grantham first purchased Enerflex Ltd. (EFXT) in Q4 2022, acquiring 916,327 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 Enerflex Ltd. (EFXT) for 11 quarters since Q4 2022.
Jeremy Grantham's largest addition to Enerflex Ltd. (EFXT) was in Q4 2022, adding 916,327 shares worth $5.78 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 255,200 shares of Enerflex Ltd. (EFXT), valued at approximately $5.32 M.
As of the Q1 2026 filing, Enerflex Ltd. (EFXT) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Enerflex Ltd. (EFXT) was 984,727 shares, as reported at the end of Q1 2023.