Jeremy Grantham's RYAAY Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 27.1K shares of Ryanair Holdings plc (RYAAY) worth $1.63 M, representing 0.00% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 37 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 337.1K shares. Largest reduction occurred in Q1 2025, reducing 290.8K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2016 | +150,000 | New Buy | 150,000 | $30.01 |
| Q2 2017 | -150,000 | Sold Out | 150,000 | $0.00 |
| Q4 2021 | +185,900 | New Buy | 185,900 | $40.93 |
| Q1 2022 | +337,118 | Add 181.34% | 523,018 | $34.85 |
| Q2 2022 | -26,973 | Reduce 5.16% | 496,045 | $26.90 |
| Q3 2022 | +47,813 | Add 9.64% | 543,858 | $23.37 |
| Q1 2023 | -19,846 | Reduce 3.65% | 524,012 | $37.72 |
| Q2 2023 | +69,528 | Add 13.27% | 593,540 | $44.24 |
| Q3 2023 | -15,000 | Reduce 2.53% | 578,540 | $38.88 |
| Q4 2023 | -141,865 | Reduce 24.52% | 436,675 | $53.34 |
| Q1 2024 | -79,807 | Reduce 18.28% | 356,868 | $58.24 |
| Q2 2024 | -27,403 | Reduce 7.68% | 329,465 | $46.58 |
| Q3 2024 | +26,308 | Add 7.99% | 355,773 | $45.18 |
| Q4 2024 | -33,027 | Reduce 9.28% | 322,746 | $43.59 |
| Q1 2025 | -290,768 | Reduce 90.09% | 31,978 | $42.37 |
| Q2 2025 | -9,802 | Reduce 30.65% | 22,176 | $57.67 |
| Q3 2025 | +4,962 | Add 22.38% | 27,138 | $60.22 |
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 37 quarters since Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Ryanair Holdings plc (RYAAY) was in Q1 2022, adding 523,018 shares worth $18.23 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 27,138 shares of Ryanair Holdings plc (RYAAY), valued at approximately $1.63 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Ryanair Holdings plc (RYAAY) represents approximately 0.00% 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 Ryanair Holdings plc (RYAAY) was 593,540 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.