Jeremy Grantham's HLN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.49 M shares of Haleon plc (HLN) worth $13.86 M, representing 0.03% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in HLN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 709,451 shares. Largest reduction occurred in Q2 2023, reducing 893,400 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Haleon plc (HLN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Haleon plc (HLN) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -411,672 | Reduce 21.69% | 1.49 M | $9.33 |
| Q1 2026 | +299,404 | Add 18.73% | 1.9 M | $10.01 |
| Q4 2025 | +709,451 | Add 79.82% | 1.6 M | $10.11 |
| Q3 2025 | +103,601 | Add 13.19% | 888,839 | $8.97 |
| Q2 2025 | +331,056 | Add 72.89% | 785,238 | $10.37 |
| Q1 2025 | +61,773 | Add 15.74% | 454,182 | $10.29 |
| Q4 2024 | +310,194 | Add 377.30% | 392,409 | $9.54 |
| Q3 2024 | +43,707 | Add 113.50% | 82,215 | $10.58 |
| Q2 2024 | +9,974 | Add 34.95% | 38,508 | $8.26 |
| Q1 2024 | +25,619 | Add 878.87% | 28,534 | $8.49 |
| Q4 2023 | +2,915 | New Buy | 2,915 | $8.23 |
| Q2 2023 | -893,400 | Sold Out | 0 | $0.00 |
| Q1 2023 | -149,300 | Reduce 14.32% | 893,400 | $8.14 |
| Q4 2022 | +493,200 | Add 89.75% | 1.04 M | $8.00 |
| Q3 2022 | +549,500 | New Buy | 549,500 | $6.09 |
Jeremy Grantham's Haleon plc Investment FAQs
Jeremy Grantham first purchased Haleon plc (HLN) in Q3 2022, acquiring 549,500 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 Haleon plc (HLN) for 15 quarters since Q3 2022.
Jeremy Grantham's largest addition to Haleon plc (HLN) was in Q4 2025, adding 1,598,290 shares worth $16.16 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,486,022 shares of Haleon plc (HLN), valued at approximately $13.86 M.
As of the Q2 2026 filing, Haleon plc (HLN) represents approximately 0.03% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Haleon plc (HLN) was 1,897,694 shares, as reported at the end of Q1 2026.