Jeremy Grantham's GSL Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 157,447 shares of Global Ship Lease, Inc. (GSL) worth $5.92 M, representing 0.01% of the portfolio. First purchased in 2025-Q4, this short-term holding has been held for 3 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in GSL for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 190,863 shares. Largest reduction occurred in Q2 2026, reducing 54,116 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Global Ship Lease (GSL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Global Ship Lease (GSL) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -54,116 | Reduce 25.58% | 157,447 | $37.60 |
| Q1 2026 | +190,863 | Add 922.04% | 211,563 | $37.23 |
| Q4 2025 | +20,700 | New Buy | 20,700 | $35.04 |
Jeremy Grantham's Global Ship Lease Investment FAQs
Jeremy Grantham first purchased Global Ship Lease, Inc. (GSL) in Q4 2025, acquiring 20,700 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 Global Ship Lease, Inc. (GSL) for 3 quarters since Q4 2025.
Jeremy Grantham's largest addition to Global Ship Lease, Inc. (GSL) was in Q1 2026, adding 211,563 shares worth $7.88 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 157,447 shares of Global Ship Lease, Inc. (GSL), valued at approximately $5.92 M.
As of the Q2 2026 filing, Global Ship Lease, Inc. (GSL) 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 Global Ship Lease, Inc. (GSL) was 211,563 shares, as reported at the end of Q1 2026.