Jeremy Grantham's SQM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.71 M shares of Sociedad Química y Minera de Chile S.A. (SQM) worth $117.85 M, representing 0.30% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in SQM, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2021, adding 712,256 shares. Largest reduction occurred in Q1 2025, reducing 874,807 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Sociedad Química y Minera de Chile (SQM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sociedad Química y Minera de Chile (SQM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -233,324 | Reduce 11.99% | 1.71 M | $68.80 |
| Q3 2025 | -54,426 | Reduce 2.72% | 1.95 M | $42.98 |
| Q2 2025 | -427,400 | Reduce 17.60% | 2 M | $35.27 |
| Q1 2025 | -874,807 | Reduce 26.49% | 2.43 M | $39.73 |
| Q4 2024 | +177,323 | Add 5.67% | 3.3 M | $36.36 |
| Q3 2024 | +698,749 | Add 28.79% | 3.13 M | $41.68 |
| Q2 2024 | +392,216 | Add 19.28% | 2.43 M | $40.75 |
| Q1 2024 | +11,185 | Add 0.55% | 2.03 M | $49.16 |
| Q4 2023 | +276,160 | Add 15.81% | 2.02 M | $60.22 |
| Q3 2023 | +474,000 | Add 37.23% | 1.75 M | $59.67 |
| Q2 2023 | +539,300 | Add 73.48% | 1.27 M | $72.62 |
| Q1 2023 | -103,100 | Reduce 12.32% | 733,964 | $81.06 |
| Q4 2022 | +12,700 | Add 1.54% | 837,064 | $79.84 |
| Q3 2022 | -445,314 | Reduce 35.07% | 824,364 | $90.75 |
| Q2 2022 | +475,285 | Add 59.83% | 1.27 M | $83.53 |
| Q1 2022 | -300,827 | Reduce 27.47% | 794,393 | $85.60 |
| Q4 2021 | +46,947 | Add 4.48% | 1.1 M | $50.43 |
| Q3 2021 | -15,156 | Reduce 1.43% | 1.05 M | $53.72 |
| Q2 2021 | +712,256 | Add 202.82% | 1.06 M | $47.33 |
| Q1 2021 | -437,762 | Reduce 55.49% | 351,173 | $53.07 |
| Q4 2020 | -260,888 | Reduce 24.85% | 788,935 | $49.09 |
| Q3 2020 | -197,882 | Reduce 15.86% | 1.05 M | $32.42 |
| Q2 2020 | +274,293 | Add 28.18% | 1.25 M | $26.07 |
| Q1 2020 | -140,300 | Reduce 12.60% | 973,412 | $22.55 |
| Q4 2019 | +140,600 | Add 14.45% | 1.11 M | $26.69 |
| Q3 2019 | +39,600 | Add 4.24% | 973,112 | $27.79 |
| Q2 2019 | +178,200 | Add 23.59% | 933,512 | $31.11 |
| Q1 2019 | -14,300 | Reduce 1.86% | 755,312 | $38.44 |
| Q4 2018 | +155,300 | Add 25.28% | 769,612 | $38.30 |
| Q3 2018 | +29,100 | Add 4.97% | 614,312 | $45.72 |
| Q2 2018 | +223,700 | Add 61.88% | 585,212 | $48.05 |
| Q1 2018 | +159,734 | Add 79.16% | 361,512 | $49.15 |
| Q4 2017 | +29,000 | Add 16.78% | 201,778 | $59.37 |
| Q3 2017 | -143,100 | Reduce 45.30% | 172,778 | $55.66 |
| Q2 2017 | +14,000 | Add 4.64% | 315,878 | $33.02 |
| Q1 2017 | +1,300 | Add 0.43% | 301,878 | $34.37 |
| Q4 2016 | -13,500 | Reduce 4.30% | 300,578 | $28.65 |
| Q3 2016 | +10,500 | Add 3.46% | 314,078 | $26.90 |
| Q1 2016 | +100,150 | Add 49.23% | 303,578 | $20.55 |
| Q4 2015 | +95,695 | Add 88.83% | 203,428 | $19.01 |
| Q3 2015 | +107,733 | New Buy | 107,733 | $14.54 |
| Q2 2015 | -12,200 | Sold Out | 0 | $0.00 |
| Q1 2015 | -5,100 | Reduce 29.48% | 12,200 | $18.28 |
| Q4 2014 | +8,100 | Add 88.04% | 17,300 | $23.87 |
| Q3 2014 | +9,200 | New Buy | 9,200 | $26.09 |
Jeremy Grantham's Sociedad Química y Minera de Chile Investment FAQs
Jeremy Grantham first purchased Sociedad Química y Minera de Chile S.A. (SQM) in Q3 2014, acquiring 9,200 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 Sociedad Química y Minera de Chile S.A. (SQM) for 46 quarters since Q3 2014.
Jeremy Grantham's largest addition to Sociedad Química y Minera de Chile S.A. (SQM) was in Q2 2021, adding 1,063,429 shares worth $50.33 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,712,940 shares of Sociedad Química y Minera de Chile S.A. (SQM), valued at approximately $117.85 M.
As of the Q4 2025 filing, Sociedad Química y Minera de Chile S.A. (SQM) represents approximately 0.30% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Sociedad Química y Minera de Chile S.A. (SQM) was 3,302,897 shares, as reported at the end of Q4 2024.