Jeremy Grantham's TX Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 52,810 shares of Ternium S.A. (TX) worth $2.25 M, representing 0.01% of the portfolio. First purchased in 2019-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in TX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 625,300 shares. Largest reduction occurred in Q3 2022, reducing 1.38 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Ternium (TX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ternium (TX) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +52,810 | New Buy | 52,810 | $42.70 |
| Q3 2022 | -1.38 M | Sold Out | 0 | $0.00 |
| Q2 2022 | +211,356 | Add 18.03% | 1.38 M | $36.09 |
| Q1 2022 | +625,300 | Add 114.29% | 1.17 M | $45.65 |
| Q4 2021 | +339,900 | Add 164.04% | 547,100 | $43.52 |
| Q3 2021 | +166,900 | Add 414.14% | 207,200 | $42.30 |
| Q2 2021 | +40,300 | New Buy | 40,300 | $38.46 |
| Q4 2019 | -40,500 | Sold Out | 0 | $0.00 |
| Q3 2019 | +40,500 | New Buy | 40,500 | $19.19 |
Jeremy Grantham's Ternium Investment FAQs
Jeremy Grantham first purchased Ternium S.A. (TX) in Q3 2019, acquiring 40,500 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 Ternium S.A. (TX) for 9 quarters since Q3 2019.
Jeremy Grantham's largest addition to Ternium S.A. (TX) was in Q1 2022, adding 1,172,400 shares worth $53.52 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 52,810 shares of Ternium S.A. (TX), valued at approximately $2.25 M.
As of the Q2 2026 filing, Ternium S.A. (TX) 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 Ternium S.A. (TX) was 1,383,756 shares, as reported at the end of Q2 2022.