Jeremy Grantham's LYB Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 354,380 shares of LyondellBasell Industries N.V. (LYB) worth $17.38 M, representing 0.05% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in LYB, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 706,280 shares. Largest reduction occurred in Q3 2017, reducing 414,500 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's LyondellBasell Industries NV (LYB) Holding Value Over Time
Track share changes against reported price movement
Quarterly LyondellBasell Industries NV (LYB) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +394,583 | Add 0.00% | 394,582 | $66.26 |
| Q3 2013 | -6,505 | Reduce 1.65% | 388,077 | $73.23 |
| Q4 2013 | -80,127 | Reduce 20.65% | 307,950 | $80.28 |
| Q1 2014 | -167,886 | Reduce 54.52% | 140,064 | $88.94 |
| Q2 2014 | -77,864 | Reduce 55.59% | 62,200 | $97.65 |
| Q3 2014 | -11,200 | Reduce 18.01% | 51,000 | $108.67 |
| Q4 2014 | -47,367 | Reduce 92.88% | 3,633 | $79.27 |
| Q2 2015 | -1,280 | Reduce 35.23% | 2,353 | $103.70 |
| Q3 2015 | +627 | Add 26.65% | 2,980 | $83.22 |
| Q4 2015 | +150,553 | Add 5052.11% | 153,533 | $86.90 |
| Q1 2016 | +648,467 | Add 422.36% | 802,000 | $85.58 |
| Q2 2016 | +706,280 | Add 88.06% | 1.51 M | $74.42 |
| Q3 2016 | -387,664 | Reduce 25.70% | 1.12 M | $80.66 |
| Q4 2016 | -389,104 | Reduce 34.72% | 731,512 | $85.78 |
| Q1 2017 | -175,732 | Reduce 24.02% | 555,780 | $91.19 |
| Q2 2017 | -64,100 | Reduce 11.53% | 491,680 | $84.39 |
| Q3 2017 | -414,500 | Reduce 84.30% | 77,180 | $99.05 |
| Q4 2017 | -77,180 | Sold Out | 77,180 | $0.00 |
| Q1 2018 | +2,300 | New Buy | 2,300 | $105.65 |
| Q2 2018 | +88,479 | Add 3846.91% | 90,779 | $109.85 |
| Q3 2018 | -400 | Reduce 0.44% | 90,379 | $102.51 |
| Q4 2018 | +1,600 | Add 1.77% | 91,979 | $83.16 |
| Q1 2019 | +17,100 | Add 18.59% | 109,079 | $84.08 |
| Q2 2019 | -24,700 | Reduce 22.64% | 84,379 | $86.14 |
| Q3 2019 | -32,900 | Reduce 38.99% | 51,479 | $89.47 |
| Q4 2019 | -14,961 | Reduce 29.06% | 36,518 | $94.47 |
| Q1 2020 | +37,300 | Add 102.14% | 73,818 | $49.64 |
| Q2 2020 | -47,676 | Reduce 64.59% | 26,142 | $65.72 |
| Q3 2020 | -2,200 | Reduce 8.42% | 23,942 | $70.50 |
| Q4 2020 | +211,600 | Add 883.80% | 235,542 | $91.66 |
| Q1 2021 | +54,400 | Add 23.10% | 289,942 | $104.05 |
| Q2 2021 | +63,700 | Add 21.97% | 353,642 | $102.87 |
| Q3 2021 | +47,012 | Add 13.29% | 400,654 | $93.85 |
| Q4 2021 | +580 | Add 0.14% | 401,234 | $92.23 |
| Q1 2022 | -74,100 | Reduce 18.47% | 327,134 | $102.82 |
| Q2 2022 | -380 | Reduce 0.12% | 326,754 | $87.46 |
| Q3 2022 | +24,000 | Add 7.34% | 350,754 | $75.28 |
| Q4 2022 | +55,046 | Add 15.69% | 405,800 | $83.03 |
| Q1 2023 | -53,300 | Reduce 13.13% | 352,500 | $93.89 |
| Q2 2023 | +23,064 | Add 6.54% | 375,564 | $91.83 |
| Q3 2023 | +12,891 | Add 3.43% | 388,455 | $94.70 |
| Q4 2023 | -258,591 | Reduce 66.57% | 129,864 | $95.08 |
| Q1 2024 | -13,722 | Reduce 10.57% | 116,142 | $102.28 |
| Q2 2024 | +10,716 | Add 9.23% | 126,858 | $95.66 |
| Q3 2024 | +4,421 | Add 3.48% | 131,279 | $95.90 |
| Q4 2024 | +93,364 | Add 71.12% | 224,643 | $74.27 |
| Q1 2025 | +197,894 | Add 88.09% | 422,537 | $70.40 |
| Q2 2025 | -89,063 | Reduce 21.08% | 333,474 | $57.86 |
| Q3 2025 | +20,906 | Add 6.27% | 354,380 | $49.04 |
Jeremy Grantham's LyondellBasell Industries NV Investment FAQs
Jeremy Grantham first purchased LyondellBasell Industries N.V. (LYB) in Q2 2013, acquiring 394,582 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 LyondellBasell Industries N.V. (LYB) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to LyondellBasell Industries N.V. (LYB) was in Q2 2016, adding 1,508,280 shares worth $112.25 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 354,380 shares of LyondellBasell Industries N.V. (LYB), valued at approximately $17.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, LyondellBasell Industries N.V. (LYB) represents approximately 0.05% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in LyondellBasell Industries N.V. (LYB) was 1,508,280 shares, as reported at the end of Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.