Jeremy Grantham's ZIM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 256,800 shares of ZIM Integrated Shipping Services Ltd. (ZIM) worth $6.68 M, representing 0.02% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ZIM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 506,500 shares. Largest reduction occurred in Q1 2023, reducing 669,481 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's ZIM Integrated Shipping Services (ZIM) Holding Value Over Time
Track share changes against reported price movement
Quarterly ZIM Integrated Shipping Services (ZIM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +11,222 | Add 4.57% | 256,800 | $26.00 |
| Q1 2026 | +45,133 | Add 22.52% | 245,578 | $26.35 |
| Q4 2025 | -33,706 | Reduce 14.39% | 200,445 | $21.23 |
| Q3 2025 | +234,151 | New Buy | 234,151 | $13.55 |
| Q2 2023 | -405,119 | Sold Out | 0 | $0.00 |
| Q1 2023 | -669,481 | Reduce 62.30% | 405,119 | $23.58 |
| Q4 2022 | +10,600 | Add 1.00% | 1.07 M | $17.19 |
| Q3 2022 | +506,500 | Add 90.85% | 1.06 M | $23.50 |
| Q2 2022 | +557,500 | New Buy | 557,500 | $47.23 |
Jeremy Grantham's ZIM Integrated Shipping Services Investment FAQs
Jeremy Grantham first purchased ZIM Integrated Shipping Services Ltd. (ZIM) in Q2 2022, acquiring 557,500 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 ZIM Integrated Shipping Services Ltd. (ZIM) for 9 quarters since Q2 2022.
Jeremy Grantham's largest addition to ZIM Integrated Shipping Services Ltd. (ZIM) was in Q2 2022, adding 557,500 shares worth $26.33 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 256,800 shares of ZIM Integrated Shipping Services Ltd. (ZIM), valued at approximately $6.68 M.
As of the Q2 2026 filing, ZIM Integrated Shipping Services Ltd. (ZIM) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in ZIM Integrated Shipping Services Ltd. (ZIM) was 1,074,600 shares, as reported at the end of Q4 2022.