Jeremy Grantham's IP Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 28,500 shares of International Paper Company (IP) worth $1.32 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in IP, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2016, adding 172,800 shares. Largest reduction occurred in Q3 2017, reducing 277,300 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's International Paper Company (IP) Holding Value Over Time
Track share changes against reported price movement
Quarterly International Paper Company (IP) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +143,601 | Add 0.00% | 143,600 | $44.31 |
| Q3 2013 | +1,200 | Add 0.84% | 144,800 | $44.80 |
| Q4 2013 | -33,405 | Reduce 23.07% | 111,395 | $49.03 |
| Q1 2014 | -64,200 | Reduce 57.63% | 47,195 | $45.87 |
| Q2 2014 | -40,695 | Reduce 86.23% | 6,500 | $50.46 |
| Q3 2014 | -6,500 | Sold Out | 0 | $0.00 |
| Q4 2016 | +172,800 | New Buy | 172,800 | $53.06 |
| Q1 2017 | +110,600 | Add 64.00% | 283,400 | $50.78 |
| Q2 2017 | -700 | Reduce 0.25% | 282,700 | $56.61 |
| Q3 2017 | -277,300 | Reduce 98.09% | 5,400 | $56.85 |
| Q4 2017 | -5,400 | Sold Out | 0 | $0.00 |
| Q4 2020 | +10,100 | New Buy | 10,100 | $49.70 |
| Q1 2021 | +4,900 | Add 48.51% | 15,000 | $54.07 |
| Q2 2021 | -15,000 | Sold Out | 0 | $0.00 |
| Q2 2024 | +66,490 | New Buy | 66,490 | $43.15 |
| Q3 2024 | -66,490 | Sold Out | 66,490 | $43.15 |
| Q1 2025 | +12,000 | New Buy | 12,000 | $53.35 |
| Q2 2025 | +16,500 | Add 137.50% | 28,500 | $46.83 |
Jeremy Grantham's International Paper Company Investment FAQs
Jeremy Grantham first purchased International Paper Company (IP) in Q2 2013, acquiring 143,600 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 International Paper Company (IP) for 20 quarters since Q2 2013.
Jeremy Grantham's largest addition to International Paper Company (IP) was in Q4 2016, adding 172,800 shares worth $9.17 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 28,500 shares of International Paper Company (IP), valued at approximately $1.32 M.
As of the Q3 2025 filing, International Paper Company (IP) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in International Paper Company (IP) was 283,400 shares, as reported at the end of Q1 2017.