Jeremy Grantham's NOG Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 95,697 shares of Northern Oil and Gas, Inc. (NOG) worth $2.37 M, representing 0.01% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in NOG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 151,600 shares. Largest reduction occurred in Q2 2022, reducing 273,973 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Northern Oil and Gas (NOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Northern Oil and Gas (NOG) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2021 | +236,760 | New Buy | 236,760 | $21.40 |
| Q4 2021 | +60,900 | Add 25.72% | 297,660 | $20.58 |
| Q1 2022 | -23,687 | Reduce 7.96% | 273,973 | $28.19 |
| Q2 2022 | -273,973 | Sold Out | 0 | $0.00 |
| Q1 2024 | +151,600 | New Buy | 151,600 | $39.68 |
| Q2 2024 | -62,500 | Reduce 41.23% | 89,100 | $37.17 |
| Q3 2024 | -3,903 | Reduce 4.38% | 85,197 | $35.41 |
| Q4 2024 | -300 | Reduce 0.35% | 84,897 | $37.16 |
| Q1 2025 | +95,400 | Add 112.37% | 180,297 | $30.23 |
| Q2 2025 | -66,800 | Reduce 37.05% | 113,497 | $28.35 |
| Q3 2025 | -17,800 | Reduce 15.68% | 95,697 | $24.80 |
Jeremy Grantham's Northern Oil and Gas Investment FAQs
Jeremy Grantham first purchased Northern Oil and Gas, Inc. (NOG) in Q3 2021, acquiring 236,760 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 Northern Oil and Gas, Inc. (NOG) for 11 quarters since Q3 2021.
Jeremy Grantham's largest addition to Northern Oil and Gas, Inc. (NOG) was in Q3 2021, adding 236,760 shares worth $5.07 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 95,697 shares of Northern Oil and Gas, Inc. (NOG), valued at approximately $2.37 M.
As of the Q3 2025 filing, Northern Oil and Gas, Inc. (NOG) 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 Northern Oil and Gas, Inc. (NOG) was 297,660 shares, as reported at the end of Q4 2021.