GMO (Jeremy Grantham) — BRC Trade History
Quarter-by-quarter changes in the BRADY CORP position · CUSIP 104674106
Currently held · 3.8 YearsFirst seen: 2017 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Add | 3,278 | 348 | +11.9% | $300.2K | 0.00% |
| 2026 Q1 | 2026-05-14 | Reduce | 2,930 | -707 | -19.4% | $238.0K | 0.00% |
| 2025 Q4 | 2026-02-17 | Reduce | 3,637 | -424 | -10.4% | $285.0K | 0.00% |
| 2025 Q3 | 2025-11-13 | Reduce | 4,061 | -3,572 | -46.8% | $316.9K | 0.00% |
| 2025 Q2 | 2025-08-13 | Reduce | 7,633 | -2,677 | -26.0% | $518.8K | 0.00% |
| 2025 Q1 | 2025-05-14 | Add | 10,310 | 91 | +0.9% | $728.3K | 0.00% |
| 2024 Q4 | 2025-02-13 | Hold | 10,219 | — | 0.0% | $754.7K | 0.00% |
| 2024 Q3 | 2024-11-13 | Hold | 10,219 | — | 0.0% | $783.1K | 0.00% |
| 2024 Q2 | 2024-08-13 | Add | 10,219 | 337 | +3.4% | $674.7K | 0.00% |
| 2024 Q1 | 2024-05-14 | Reduce | 9,882 | -629 | -6.0% | $585.8K | 0.00% |
| 2023 Q4 | 2024-02-13 | Reduce | 10,511 | -4,913 | -31.9% | $616.9K | 0.00% |
| 2023 Q3 | 2023-11-13 | Reduce | 15,424 | -21,060 | -57.7% | $847.1K | 0.00% |
| 2023 Q2 | 2023-08-14 | Add | 36,484 | 14,184 | +63.6% | $1.7M | 0.01% |
| 2023 Q1 | 2023-05-12 | Add | 22,300 | 5,600 | +33.5% | $1.2M | 0.01% |
| 2022 Q4 | 2023-02-13 | New | 16,700 | 16,700 | — | $786.6K | 0.00% |
| 2022 Q3 | 2022-11-10 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-12 | Sold out | — | -6,100 | -100.0% | — | — |
| 2022 Q1 | 2022-05-13 | Reduce | 6,100 | -41,805 | -87.3% | $282.0K | 0.00% |
| 2021 Q4 | 2022-02-11 | Reduce | 47,905 | -128,640 | -72.9% | $2.6M | 0.01% |
| 2021 Q3 | 2021-11-12 | Reduce | 176,545 | -44,300 | -20.1% | $9.0M | 0.04% |
| 2021 Q2 | 2021-08-12 | Reduce | 220,845 | -6,000 | -2.6% | $12.4M | 0.06% |
| 2021 Q1 | 2021-05-13 | Reduce | 226,845 | -22,800 | -9.1% | $12.1M | 0.07% |
| 2020 Q4 | 2021-02-12 | Reduce | 249,645 | -242,800 | -49.3% | $13.2M | 0.08% |
| 2020 Q3 | 2020-11-13 | Reduce | 492,445 | -15,800 | -3.1% | $19.7M | 0.14% |
| 2020 Q2 | 2020-08-13 | Reduce | 508,245 | -53,600 | -9.5% | $23.8M | 0.18% |
| 2020 Q1 | 2020-05-14 | Add | 561,845 | 6,422 | +1.2% | $25.4M | 0.21% |
| 2019 Q4 | 2020-02-13 | Reduce | 555,423 | -25,800 | -4.4% | $31.8M | 0.21% |
| 2019 Q3 | 2019-11-13 | Add | 581,223 | 83,800 | +16.8% | $30.8M | 0.21% |
| 2019 Q2 | 2019-08-13 | Add | 497,423 | 33,514 | +7.2% | $24.5M | 0.17% |
| 2019 Q1 | 2019-05-14 | Add | 463,909 | 399,400 | +619.1% | $21.5M | 0.15% |
| 2018 Q4 | 2019-02-13 | Reduce | 64,509 | -300 | -0.5% | $2.8M | 0.02% |
| 2018 Q3 | 2018-11-14 | Reduce | 64,809 | -5,400 | -7.7% | $2.8M | 0.02% |
| 2018 Q2 | 2018-08-14 | Add | 70,209 | 1,909 | +2.8% | $2.7M | 0.02% |
| 2018 Q1 | 2018-05-15 | Add | 68,300 | 8,900 | +15.0% | $2.5M | 0.02% |
| 2017 Q4 | 2018-02-14 | Add | 59,400 | 43,700 | +278.3% | $2.3M | 0.01% |
| 2017 Q3 | 2017-11-14 | New | 15,700 | 15,700 | — | $596.0K | 0.00% |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.