Jeremy Grantham's RYAAY Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 87,398 shares of Ryanair Holdings plc (RYAAY) worth $6.31 M, representing 0.02% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in RYAAY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 337,118 shares. Largest reduction occurred in Q1 2025, reducing 290,768 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Ryanair Holdings plc (RYAAY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ryanair Holdings plc (RYAAY) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +60,260 | Add 222.05% | 87,398 | $72.19 |
| Q3 2025 | +4,962 | Add 22.38% | 27,138 | $60.22 |
| Q2 2025 | -9,802 | Reduce 30.65% | 22,176 | $57.67 |
| Q1 2025 | -290,768 | Reduce 90.09% | 31,978 | $42.37 |
| Q4 2024 | -33,027 | Reduce 9.28% | 322,746 | $43.59 |
| Q3 2024 | +26,308 | Add 7.99% | 355,773 | $45.18 |
| Q2 2024 | -27,403 | Reduce 7.68% | 329,465 | $46.58 |
| Q1 2024 | -79,807 | Reduce 18.28% | 356,868 | $58.24 |
| Q4 2023 | -141,865 | Reduce 24.52% | 436,675 | $53.34 |
| Q3 2023 | -15,000 | Reduce 2.53% | 578,540 | $38.88 |
| Q2 2023 | +69,528 | Add 13.27% | 593,540 | $44.24 |
| Q1 2023 | -19,846 | Reduce 3.65% | 524,012 | $37.72 |
| Q3 2022 | +47,813 | Add 9.64% | 543,858 | $23.37 |
| Q2 2022 | -26,973 | Reduce 5.16% | 496,045 | $26.90 |
| Q1 2022 | +337,118 | Add 181.34% | 523,018 | $34.85 |
| Q4 2021 | +185,900 | New Buy | 185,900 | $40.93 |
| Q2 2017 | -150,000 | Sold Out | 0 | $0.00 |
| Q3 2016 | +150,000 | New Buy | 150,000 | $30.01 |
Jeremy Grantham's Ryanair Holdings plc Investment FAQs
Jeremy Grantham first purchased Ryanair Holdings plc (RYAAY) in Q3 2016, acquiring 150,000 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 Ryanair Holdings plc (RYAAY) for 21 quarters since Q3 2016.
Jeremy Grantham's largest addition to Ryanair Holdings plc (RYAAY) was in Q1 2022, adding 523,018 shares worth $18.23 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 87,398 shares of Ryanair Holdings plc (RYAAY), valued at approximately $6.31 M.
As of the Q4 2025 filing, Ryanair Holdings plc (RYAAY) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Ryanair Holdings plc (RYAAY) was 593,540 shares, as reported at the end of Q2 2023.