Jeremy Grantham's SUZ Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 323,423 shares of Suzano S.A. (SUZ) worth $2.51 M, representing 0.01% of the portfolio. First purchased in 2025-Q4, this short-term holding has been held for 3 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in SUZ for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 144,900 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Suzano (SUZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Suzano (SUZ) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +144,900 | Add 81.17% | 323,423 | $7.76 |
| Q1 2026 | +13,100 | Add 7.92% | 178,523 | $10.01 |
| Q4 2025 | +165,423 | New Buy | 165,423 | $9.34 |
Jeremy Grantham's Suzano Investment FAQs
Jeremy Grantham first purchased Suzano S.A. (SUZ) in Q4 2025, acquiring 165,423 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 Suzano S.A. (SUZ) for 3 quarters since Q4 2025.
Jeremy Grantham's largest addition to Suzano S.A. (SUZ) was in Q4 2025, adding 165,423 shares worth $1.55 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 323,423 shares of Suzano S.A. (SUZ), valued at approximately $2.51 M.
As of the Q2 2026 filing, Suzano S.A. (SUZ) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Suzano S.A. (SUZ) was 323,423 shares, as reported at the end of Q2 2026.