Jeremy Grantham's PLAB Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 15,223 shares of Photronics, Inc. (PLAB) worth $487,136, representing 0.00% of the portfolio. First purchased in 2019-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in PLAB, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 144,500 shares. Largest reduction occurred in Q4 2020, reducing 98,300 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Photronics (PLAB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Photronics (PLAB) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +5,528 | Add 57.02% | 15,223 | $32.00 |
| Q3 2025 | +9,695 | New Buy | 9,695 | $22.95 |
| Q4 2024 | -9,551 | Sold Out | 0 | $0.00 |
| Q2 2024 | +864 | Add 9.95% | 9,551 | $24.67 |
| Q1 2024 | +8,687 | New Buy | 8,687 | $28.32 |
| Q4 2022 | -16,000 | Sold Out | 0 | $0.00 |
| Q3 2022 | -21,300 | Reduce 57.10% | 16,000 | $14.62 |
| Q2 2022 | +37,300 | New Buy | 37,300 | $19.49 |
| Q1 2021 | -53,100 | Sold Out | 0 | $0.00 |
| Q4 2020 | -98,300 | Reduce 64.93% | 53,100 | $11.17 |
| Q3 2020 | -21,500 | Reduce 12.43% | 151,400 | $9.96 |
| Q2 2020 | +144,500 | Add 508.80% | 172,900 | $11.13 |
| Q1 2020 | +28,400 | New Buy | 28,400 | $10.25 |
| Q2 2019 | -31,200 | Sold Out | 0 | $0.00 |
| Q1 2019 | +31,200 | New Buy | 31,200 | $9.46 |
Jeremy Grantham's Photronics Investment FAQs
Jeremy Grantham first purchased Photronics, Inc. (PLAB) in Q1 2019, acquiring 31,200 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 Photronics, Inc. (PLAB) for 16 quarters since Q1 2019.
Jeremy Grantham's largest addition to Photronics, Inc. (PLAB) was in Q2 2020, adding 172,900 shares worth $1.92 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 15,223 shares of Photronics, Inc. (PLAB), valued at approximately $487,136.
As of the Q4 2025 filing, Photronics, Inc. (PLAB) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Photronics, Inc. (PLAB) was 172,900 shares, as reported at the end of Q2 2020.