Jeremy Grantham's LGO Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 5.05 M shares of Largo Inc. (LGO) worth $5.75 M, representing 0.01% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in LGO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 619,530 shares. Largest reduction occurred in Q1 2025, reducing 214,746 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Largo (LGO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Largo (LGO) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | -214,746 | Reduce 4.08% | 5.05 M | $1.61 |
| Q1 2024 | -26,665 | Reduce 0.50% | 5.27 M | $1.65 |
| Q4 2023 | -9,700 | Reduce 0.18% | 5.29 M | $2.31 |
| Q3 2023 | +5,600 | Add 0.11% | 5.3 M | $2.85 |
| Q1 2023 | +175,400 | Add 3.43% | 5.3 M | $5.18 |
| Q4 2022 | +216,700 | Add 4.42% | 5.12 M | $5.42 |
| Q3 2022 | +112,818 | Add 2.35% | 4.9 M | $5.28 |
| Q2 2022 | +456,965 | Add 10.54% | 4.79 M | $6.81 |
| Q1 2022 | +619,530 | Add 16.68% | 4.33 M | $12.67 |
| Q4 2021 | +275,858 | Add 8.02% | 3.71 M | $9.28 |
| Q3 2021 | +449,868 | Add 15.05% | 3.44 M | $10.50 |
| Q2 2021 | +2.99 M | New Buy | 2.99 M | $15.59 |
Jeremy Grantham's Largo Investment FAQs
Jeremy Grantham first purchased Largo Inc. (LGO) in Q2 2021, acquiring 2,988,728 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 Largo Inc. (LGO) for 20 quarters since Q2 2021.
Jeremy Grantham's largest addition to Largo Inc. (LGO) was in Q2 2021, adding 2,988,728 shares worth $46.58 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 5,050,356 shares of Largo Inc. (LGO), valued at approximately $5.75 M.
As of the Q1 2026 filing, Largo Inc. (LGO) 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 Largo Inc. (LGO) was 5,301,467 shares, as reported at the end of Q3 2023.