Jeremy Grantham's MGA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 824,325 shares of Magna International Inc. (MGA) worth $39.06 M, representing 0.11% 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 MGA, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 1.24 M shares. Largest reduction occurred in Q2 2014, reducing 869,044 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Magna International (MGA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Magna International (MGA) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +1.03 M | Add 0.00% | 1.03 M | $35.48 |
| Q3 2013 | +697,200 | Add 68.02% | 1.72 M | $41.32 |
| Q4 2013 | +171,230 | Add 9.94% | 1.89 M | $40.99 |
| Q1 2014 | -322,800 | Reduce 17.05% | 1.57 M | $48.14 |
| Q2 2014 | -869,044 | Reduce 55.33% | 701,610 | $53.92 |
| Q3 2014 | -109,600 | Reduce 15.62% | 592,010 | $47.56 |
| Q4 2014 | -191,810 | Reduce 32.40% | 400,200 | $54.35 |
| Q1 2015 | -140,000 | Reduce 34.98% | 260,200 | $53.46 |
| Q3 2015 | +1.24 M | Add 477.47% | 1.5 M | $47.74 |
| Q4 2015 | +4,811 | Add 0.32% | 1.51 M | $40.40 |
| Q1 2016 | -721,900 | Reduce 47.89% | 785,500 | $43.16 |
| Q2 2016 | -654,800 | Reduce 83.36% | 130,700 | $34.92 |
| Q3 2016 | -69,500 | Reduce 53.18% | 61,200 | $42.86 |
| Q4 2016 | -39,500 | Reduce 64.54% | 21,700 | $43.46 |
| Q1 2017 | -8,300 | Reduce 38.25% | 13,400 | $43.06 |
| Q2 2017 | -13,400 | Sold Out | 13,400 | $0.00 |
| Q1 2018 | +358,300 | New Buy | 358,300 | $56.29 |
| Q2 2018 | +146,100 | Add 40.78% | 504,400 | $58.13 |
| Q3 2018 | +600,054 | Add 118.96% | 1.1 M | $52.51 |
| Q4 2018 | -13,400 | Reduce 1.21% | 1.09 M | $45.41 |
| Q1 2019 | -107,300 | Reduce 9.83% | 983,754 | $48.70 |
| Q2 2019 | -850,503 | Reduce 86.45% | 133,251 | $49.78 |
| Q3 2019 | -133,251 | Sold Out | 133,251 | $0.00 |
| Q4 2019 | +37,400 | New Buy | 37,400 | $54.84 |
| Q1 2020 | +131,700 | Add 352.14% | 169,100 | $31.78 |
| Q2 2020 | -124,900 | Reduce 73.86% | 44,200 | $44.41 |
| Q3 2020 | +400 | Add 0.90% | 44,600 | $45.63 |
| Q4 2020 | +279,100 | Add 625.78% | 323,700 | $70.73 |
| Q1 2021 | -60,672 | Reduce 18.74% | 263,028 | $88.06 |
| Q2 2021 | -3,128 | Reduce 1.19% | 259,900 | $92.68 |
| Q3 2021 | +115,200 | Add 44.32% | 375,100 | $75.24 |
| Q4 2021 | -6,500 | Reduce 1.73% | 368,600 | $81.03 |
| Q1 2022 | +13,400 | Add 3.64% | 382,000 | $64.26 |
| Q2 2022 | +120,900 | Add 31.65% | 502,900 | $54.79 |
| Q3 2022 | +86,100 | Add 17.12% | 589,000 | $47.69 |
| Q4 2022 | +62,300 | Add 10.58% | 651,300 | $56.14 |
| Q1 2023 | -239,100 | Reduce 36.71% | 412,200 | $53.49 |
| Q2 2023 | +52,900 | Add 12.83% | 465,100 | $56.52 |
| Q3 2023 | -39,500 | Reduce 8.49% | 425,600 | $53.84 |
| Q4 2023 | -120,139 | Reduce 28.23% | 305,461 | $59.36 |
| Q1 2024 | -46,011 | Reduce 15.06% | 259,450 | $54.52 |
| Q2 2024 | +204,253 | Add 78.73% | 463,703 | $41.90 |
| Q3 2024 | +502,211 | Add 108.30% | 965,914 | $41.05 |
| Q4 2024 | +79,719 | Add 8.25% | 1.05 M | $41.79 |
| Q1 2025 | +101,563 | Add 9.71% | 1.15 M | $33.99 |
| Q2 2025 | -347,675 | Reduce 30.31% | 799,521 | $38.60 |
| Q3 2025 | +24,804 | Add 3.10% | 824,325 | $47.38 |
Jeremy Grantham's Magna International Investment FAQs
Jeremy Grantham first purchased Magna International Inc. (MGA) in Q2 2013, acquiring 1,025,024 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 Magna International Inc. (MGA) 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 Magna International Inc. (MGA) was in Q3 2015, adding 1,502,589 shares worth $71.74 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 824,325 shares of Magna International Inc. (MGA), valued at approximately $39.06 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Magna International Inc. (MGA) represents approximately 0.11% 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 Magna International Inc. (MGA) was 1,893,454 shares, as reported at the end of Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.