Jeremy Grantham's SEM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 986,809 shares of Select Medical Holdings Corporation (SEM) worth $16.08 M, representing 0.04% of the portfolio. First purchased in 2017-Q4, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in SEM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 986,809 shares. Largest reduction occurred in Q1 2021, reducing 137,468 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Select Medical Holdings Corporation (SEM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Select Medical Holdings Corporation (SEM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +986,809 | New Buy | 986,809 | $16.29 |
| Q2 2023 | -14,800 | Sold Out | 0 | $0.00 |
| Q1 2023 | -4,800 | Reduce 24.49% | 14,800 | $25.85 |
| Q4 2022 | -10,200 | Reduce 34.23% | 19,600 | $24.83 |
| Q3 2022 | -78,000 | Reduce 72.36% | 29,800 | $22.11 |
| Q2 2022 | -17,500 | Reduce 13.97% | 107,800 | $23.62 |
| Q1 2022 | +125,300 | New Buy | 125,300 | $23.99 |
| Q4 2021 | -44,400 | Sold Out | 0 | $0.00 |
| Q3 2021 | +38,700 | Add 678.95% | 44,400 | $36.17 |
| Q2 2021 | -30,332 | Reduce 84.18% | 5,700 | $42.28 |
| Q1 2021 | -137,468 | Reduce 79.23% | 36,032 | $34.11 |
| Q4 2020 | -61,400 | Reduce 26.14% | 173,500 | $27.66 |
| Q3 2020 | +31,000 | Add 15.20% | 234,900 | $20.82 |
| Q2 2020 | +24,500 | Add 13.66% | 203,900 | $14.73 |
| Q1 2020 | +179,400 | New Buy | 179,400 | $15.00 |
| Q3 2018 | -26,000 | Sold Out | 0 | $0.00 |
| Q2 2018 | -12,700 | Reduce 32.82% | 26,000 | $18.15 |
| Q4 2017 | +38,700 | New Buy | 38,700 | $17.65 |
Jeremy Grantham's Select Medical Holdings Corporation Investment FAQs
Jeremy Grantham first purchased Select Medical Holdings Corporation (SEM) in Q4 2017, acquiring 38,700 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 Select Medical Holdings Corporation (SEM) for 19 quarters since Q4 2017.
Jeremy Grantham's largest addition to Select Medical Holdings Corporation (SEM) was in Q1 2026, adding 986,809 shares worth $16.08 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 986,809 shares of Select Medical Holdings Corporation (SEM), valued at approximately $16.08 M.
As of the Q1 2026 filing, Select Medical Holdings Corporation (SEM) represents approximately 0.04% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Select Medical Holdings Corporation (SEM) was 986,809 shares, as reported at the end of Q1 2026.