Jeremy Grantham's LYB Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 474,399 shares of LyondellBasell Industries N.V. (LYB) worth $20.54 M, representing 0.05% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +120,019 | Add 33.87% | 474,399 | $43.30 |
| Q3 2025 | +20,906 | Add 6.27% | 354,380 | $49.04 |
| Q2 2025 | -89,063 | Reduce 21.08% | 333,474 | $57.86 |
| Q1 2025 | +197,894 | Add 88.09% | 422,537 | $70.40 |
| Q4 2024 | +93,364 | Add 71.12% | 224,643 | $74.27 |
| Q3 2024 | +4,421 | Add 3.48% | 131,279 | $95.90 |
| Q2 2024 | +10,716 | Add 9.23% | 126,858 | $95.66 |
| Q1 2024 | -13,722 | Reduce 10.57% | 116,142 | $102.28 |
| Q4 2023 | -258,591 | Reduce 66.57% | 129,864 | $95.08 |
| Q3 2023 | +12,891 | Add 3.43% | 388,455 | $94.70 |
| Q2 2023 | +23,064 | Add 6.54% | 375,564 | $91.83 |
| Q1 2023 | -53,300 | Reduce 13.13% | 352,500 | $93.89 |
| Q4 2022 | +55,046 | Add 15.69% | 405,800 | $83.03 |
| Q3 2022 | +24,000 | Add 7.34% | 350,754 | $75.28 |
| Q2 2022 | -380 | Reduce 0.12% | 326,754 | $87.46 |
| Q1 2022 | -74,100 | Reduce 18.47% | 327,134 | $102.82 |
| Q4 2021 | +580 | Add 0.14% | 401,234 | $92.23 |
| Q3 2021 | +47,012 | Add 13.29% | 400,654 | $93.85 |
| Q2 2021 | +63,700 | Add 21.97% | 353,642 | $102.87 |
| Q1 2021 | +54,400 | Add 23.10% | 289,942 | $104.05 |
| Q4 2020 | +211,600 | Add 883.80% | 235,542 | $91.66 |
| Q3 2020 | -2,200 | Reduce 8.42% | 23,942 | $70.50 |
| Q2 2020 | -47,676 | Reduce 64.59% | 26,142 | $65.72 |
| Q1 2020 | +37,300 | Add 102.14% | 73,818 | $49.64 |
| Q4 2019 | -14,961 | Reduce 29.06% | 36,518 | $94.47 |
| Q3 2019 | -32,900 | Reduce 38.99% | 51,479 | $89.47 |
| Q2 2019 | -24,700 | Reduce 22.64% | 84,379 | $86.14 |
| Q1 2019 | +17,100 | Add 18.59% | 109,079 | $84.08 |
| Q4 2018 | +1,600 | Add 1.77% | 91,979 | $83.16 |
| Q3 2018 | -400 | Reduce 0.44% | 90,379 | $102.51 |
| Q2 2018 | +88,479 | Add 3846.91% | 90,779 | $109.85 |
| Q1 2018 | +2,300 | New Buy | 2,300 | $105.65 |
| Q4 2017 | -77,180 | Sold Out | 0 | $0.00 |
| Q3 2017 | -414,500 | Reduce 84.30% | 77,180 | $99.05 |
| Q2 2017 | -64,100 | Reduce 11.53% | 491,680 | $84.39 |
| Q1 2017 | -175,732 | Reduce 24.02% | 555,780 | $91.19 |
| Q4 2016 | -389,104 | Reduce 34.72% | 731,512 | $85.78 |
| Q3 2016 | -387,664 | Reduce 25.70% | 1.12 M | $80.66 |
| Q2 2016 | +706,280 | Add 88.06% | 1.51 M | $74.42 |
| Q1 2016 | +648,467 | Add 422.36% | 802,000 | $85.58 |
| Q4 2015 | +150,553 | Add 5052.11% | 153,533 | $86.90 |
| Q3 2015 | +627 | Add 26.65% | 2,980 | $83.22 |
| Q2 2015 | -1,280 | Reduce 35.23% | 2,353 | $103.70 |
| Q4 2014 | -47,367 | Reduce 92.88% | 3,633 | $79.27 |
| Q3 2014 | -11,200 | Reduce 18.01% | 51,000 | $108.67 |
| Q2 2014 | -77,864 | Reduce 55.59% | 62,200 | $97.65 |
| Q1 2014 | -167,886 | Reduce 54.52% | 140,064 | $88.94 |
| Q4 2013 | -80,127 | Reduce 20.65% | 307,950 | $80.28 |
| Q3 2013 | -6,505 | Reduce 1.65% | 388,077 | $73.23 |
| Q2 2013 | +394,582 | Add 0.00% | 394,582 | $66.26 |
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 51 quarters since Q2 2013.
Jeremy Grantham's largest addition to LyondellBasell Industries N.V. (LYB) was in Q2 2016, adding 1,508,280 shares worth $112.25 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 474,399 shares of LyondellBasell Industries N.V. (LYB), valued at approximately $20.54 M.
As of the Q4 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.
Jeremy Grantham's peak holding in LyondellBasell Industries N.V. (LYB) was 1,508,280 shares, as reported at the end of Q2 2016.