Jeremy Grantham's GEVO Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.48 M shares of Gevo, Inc. (GEVO) worth $4.04 M, representing 0.01% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in GEVO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 1.03 M shares. Largest reduction occurred in Q1 2025, reducing 684,924 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Gevo (GEVO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Gevo (GEVO) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -12,776 | Reduce 0.86% | 1.48 M | $2.73 |
| Q4 2025 | -444,687 | Reduce 22.96% | 1.49 M | $2.00 |
| Q2 2025 | -272,300 | Reduce 12.33% | 1.94 M | $1.32 |
| Q1 2025 | -684,924 | Reduce 23.67% | 2.21 M | $1.16 |
| Q4 2024 | -114,900 | Reduce 3.82% | 2.89 M | $2.09 |
| Q3 2024 | -270,122 | Reduce 8.24% | 3.01 M | $1.63 |
| Q2 2024 | +96,400 | Add 3.03% | 3.28 M | $0.56 |
| Q1 2024 | +294,800 | Add 10.21% | 3.18 M | $0.77 |
| Q4 2023 | -20,100 | Reduce 0.69% | 2.89 M | $1.16 |
| Q1 2023 | -3,000 | Reduce 0.10% | 2.91 M | $1.54 |
| Q4 2022 | +171,300 | Add 6.25% | 2.91 M | $1.90 |
| Q3 2022 | +72,671 | Add 2.73% | 2.74 M | $2.28 |
| Q2 2022 | +1.03 M | Add 62.48% | 2.67 M | $2.35 |
| Q1 2022 | +585,300 | Add 55.43% | 1.64 M | $4.68 |
| Q4 2021 | +1.06 M | New Buy | 1.06 M | $4.28 |
Jeremy Grantham's Gevo Investment FAQs
Jeremy Grantham first purchased Gevo, Inc. (GEVO) in Q4 2021, acquiring 1,055,900 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 Gevo, Inc. (GEVO) for 18 quarters since Q4 2021.
Jeremy Grantham's largest addition to Gevo, Inc. (GEVO) was in Q4 2021, adding 1,055,900 shares worth $4.52 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,479,062 shares of Gevo, Inc. (GEVO), valued at approximately $4.04 M.
As of the Q1 2026 filing, Gevo, Inc. (GEVO) 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 Gevo, Inc. (GEVO) was 3,278,771 shares, as reported at the end of Q2 2024.