Jeremy Grantham's KOS Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 34.8 M shares of Kosmos Energy Ltd. (KOS) worth $31.58 M, representing 0.08% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in KOS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 11.05 M shares. Largest reduction occurred in Q1 2022, reducing 4.93 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Kosmos Energy (KOS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Kosmos Energy (KOS) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +23,350 | Add 0.07% | 34.8 M | $0.91 |
| Q3 2025 | -2.04 M | Reduce 5.54% | 34.78 M | $1.66 |
| Q2 2025 | -3.07 M | Reduce 7.69% | 36.82 M | $1.72 |
| Q1 2025 | +7.26 M | Add 22.25% | 39.89 M | $2.28 |
| Q4 2024 | +5.91 M | Add 22.10% | 32.63 M | $3.42 |
| Q3 2024 | +1.49 M | Add 5.90% | 26.72 M | $4.03 |
| Q2 2024 | +1.83 M | Add 7.81% | 25.23 M | $5.54 |
| Q1 2024 | +271,339 | Add 1.17% | 23.41 M | $5.96 |
| Q4 2023 | +796,126 | Add 3.56% | 23.13 M | $6.71 |
| Q3 2023 | +2.69 M | Add 13.69% | 22.34 M | $8.18 |
| Q2 2023 | +897,385 | Add 4.79% | 19.65 M | $5.99 |
| Q1 2023 | -2.66 M | Reduce 12.43% | 18.75 M | $7.44 |
| Q4 2022 | -322,000 | Reduce 1.48% | 21.41 M | $6.36 |
| Q3 2022 | +2.51 M | Add 13.07% | 21.73 M | $5.17 |
| Q2 2022 | -3.97 M | Reduce 17.13% | 19.22 M | $6.19 |
| Q1 2022 | -4.93 M | Reduce 17.53% | 23.2 M | $7.19 |
| Q4 2021 | -553,664 | Reduce 1.93% | 28.13 M | $3.46 |
| Q3 2021 | +7.67 M | Add 36.53% | 28.68 M | $2.96 |
| Q2 2021 | +1.74 M | Add 9.01% | 21.01 M | $3.46 |
| Q1 2021 | -1.06 M | Reduce 5.22% | 19.27 M | $3.07 |
| Q4 2020 | +7.82 M | Add 62.45% | 20.33 M | $2.35 |
| Q3 2020 | +11.05 M | Add 752.48% | 12.52 M | $0.98 |
| Q2 2020 | +1.47 M | New Buy | 1.47 M | $1.66 |
Jeremy Grantham's Kosmos Energy Investment FAQs
Jeremy Grantham first purchased Kosmos Energy Ltd. (KOS) in Q2 2020, acquiring 1,468,134 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 Kosmos Energy Ltd. (KOS) for 23 quarters since Q2 2020.
Jeremy Grantham's largest addition to Kosmos Energy Ltd. (KOS) was in Q3 2020, adding 12,515,566 shares worth $12.21 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 34,804,317 shares of Kosmos Energy Ltd. (KOS), valued at approximately $31.58 M.
As of the Q4 2025 filing, Kosmos Energy Ltd. (KOS) represents approximately 0.08% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Kosmos Energy Ltd. (KOS) was 39,887,828 shares, as reported at the end of Q1 2025.