Jeremy Grantham's WHD Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 381,914 shares of Cactus, Inc. (WHD) worth $19.57 M, representing 0.04% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in WHD, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 291,423 shares. Largest reduction occurred in Q2 2025, reducing 279,174 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Cactus (WHD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cactus (WHD) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +5,805 | Add 1.54% | 381,914 | $51.23 |
| Q1 2026 | +51,456 | Add 15.85% | 376,109 | $47.37 |
| Q4 2025 | -140,535 | Reduce 30.21% | 324,653 | $45.68 |
| Q3 2025 | +4,341 | Add 0.94% | 465,188 | $39.47 |
| Q2 2025 | -279,174 | Reduce 37.73% | 460,847 | $43.72 |
| Q1 2025 | +291,423 | Add 64.96% | 740,021 | $45.83 |
| Q4 2024 | +17,607 | Add 4.09% | 448,598 | $58.36 |
| Q3 2024 | +43,820 | Add 11.32% | 430,991 | $59.67 |
| Q2 2024 | +280,221 | Add 262.01% | 387,171 | $52.74 |
| Q1 2024 | +106,950 | New Buy | 106,950 | $50.09 |
| Q1 2021 | -71,509 | Sold Out | 0 | $0.00 |
| Q4 2020 | +71,509 | New Buy | 71,509 | $26.07 |
| Q2 2020 | -41,200 | Sold Out | 0 | $0.00 |
| Q1 2020 | +41,200 | New Buy | 41,200 | $11.60 |
Jeremy Grantham's Cactus Investment FAQs
Jeremy Grantham first purchased Cactus, Inc. (WHD) in Q1 2020, acquiring 41,200 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 Cactus, Inc. (WHD) for 14 quarters since Q1 2020.
Jeremy Grantham's largest addition to Cactus, Inc. (WHD) was in Q1 2025, adding 740,021 shares worth $33.92 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 381,914 shares of Cactus, Inc. (WHD), valued at approximately $19.57 M.
As of the Q2 2026 filing, Cactus, Inc. (WHD) 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 Cactus, Inc. (WHD) was 740,021 shares, as reported at the end of Q1 2025.