Jeremy Grantham's MGA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.12 M shares of Magna International Inc. (MGA) worth $59.57 M, representing 0.15% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 49 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +293,083 | Add 35.55% | 1.12 M | $53.31 |
| Q3 2025 | +24,804 | Add 3.10% | 824,325 | $47.38 |
| Q2 2025 | -347,675 | Reduce 30.31% | 799,521 | $38.60 |
| Q1 2025 | +101,563 | Add 9.71% | 1.15 M | $33.99 |
| Q4 2024 | +79,719 | Add 8.25% | 1.05 M | $41.79 |
| Q3 2024 | +502,211 | Add 108.30% | 965,914 | $41.05 |
| Q2 2024 | +204,253 | Add 78.73% | 463,703 | $41.90 |
| Q1 2024 | -46,011 | Reduce 15.06% | 259,450 | $54.52 |
| Q4 2023 | -120,139 | Reduce 28.23% | 305,461 | $59.36 |
| Q3 2023 | -39,500 | Reduce 8.49% | 425,600 | $53.84 |
| Q2 2023 | +52,900 | Add 12.83% | 465,100 | $56.52 |
| Q1 2023 | -239,100 | Reduce 36.71% | 412,200 | $53.49 |
| Q4 2022 | +62,300 | Add 10.58% | 651,300 | $56.14 |
| Q3 2022 | +86,100 | Add 17.12% | 589,000 | $47.69 |
| Q2 2022 | +120,900 | Add 31.65% | 502,900 | $54.79 |
| Q1 2022 | +13,400 | Add 3.64% | 382,000 | $64.26 |
| Q4 2021 | -6,500 | Reduce 1.73% | 368,600 | $81.03 |
| Q3 2021 | +115,200 | Add 44.32% | 375,100 | $75.24 |
| Q2 2021 | -3,128 | Reduce 1.19% | 259,900 | $92.68 |
| Q1 2021 | -60,672 | Reduce 18.74% | 263,028 | $88.06 |
| Q4 2020 | +279,100 | Add 625.78% | 323,700 | $70.73 |
| Q3 2020 | +400 | Add 0.90% | 44,600 | $45.63 |
| Q2 2020 | -124,900 | Reduce 73.86% | 44,200 | $44.41 |
| Q1 2020 | +131,700 | Add 352.14% | 169,100 | $31.78 |
| Q4 2019 | +37,400 | New Buy | 37,400 | $54.84 |
| Q3 2019 | -133,251 | Sold Out | 0 | $0.00 |
| Q2 2019 | -850,503 | Reduce 86.45% | 133,251 | $49.78 |
| Q1 2019 | -107,300 | Reduce 9.83% | 983,754 | $48.70 |
| Q4 2018 | -13,400 | Reduce 1.21% | 1.09 M | $45.41 |
| Q3 2018 | +600,054 | Add 118.96% | 1.1 M | $52.51 |
| Q2 2018 | +146,100 | Add 40.78% | 504,400 | $58.13 |
| Q1 2018 | +358,300 | New Buy | 358,300 | $56.29 |
| Q2 2017 | -13,400 | Sold Out | 0 | $0.00 |
| Q1 2017 | -8,300 | Reduce 38.25% | 13,400 | $43.06 |
| Q4 2016 | -39,500 | Reduce 64.54% | 21,700 | $43.46 |
| Q3 2016 | -69,500 | Reduce 53.18% | 61,200 | $42.86 |
| Q2 2016 | -654,800 | Reduce 83.36% | 130,700 | $34.92 |
| Q1 2016 | -721,900 | Reduce 47.89% | 785,500 | $43.16 |
| Q4 2015 | +4,811 | Add 0.32% | 1.51 M | $40.40 |
| Q3 2015 | +1.24 M | Add 477.47% | 1.5 M | $47.74 |
| Q1 2015 | -140,000 | Reduce 34.98% | 260,200 | $53.46 |
| Q4 2014 | -191,810 | Reduce 32.40% | 400,200 | $54.35 |
| Q3 2014 | -109,600 | Reduce 15.62% | 592,010 | $47.56 |
| Q2 2014 | -869,044 | Reduce 55.33% | 701,610 | $53.92 |
| Q1 2014 | -322,800 | Reduce 17.05% | 1.57 M | $48.14 |
| Q4 2013 | +171,230 | Add 9.94% | 1.89 M | $40.99 |
| Q3 2013 | +697,200 | Add 68.02% | 1.72 M | $41.32 |
| Q2 2013 | +1.03 M | Add 0.00% | 1.03 M | $35.48 |
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 49 quarters since Q2 2013.
Jeremy Grantham's largest addition to Magna International Inc. (MGA) was in Q3 2015, adding 1,502,589 shares worth $71.74 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,117,408 shares of Magna International Inc. (MGA), valued at approximately $59.57 M.
As of the Q4 2025 filing, Magna International Inc. (MGA) represents approximately 0.15% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Magna International Inc. (MGA) was 1,893,454 shares, as reported at the end of Q4 2013.