GMO (Jeremy Grantham) — KOS Trade History
Quarter-by-quarter changes in the KOSMOS ENERGY LTD position · CUSIP 500688106
Currently held · 6.3 YearsFirst seen: 2020 Q2
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 11,850,124 | -6,457,594 | -35.3% | $25.0M | 0.06% |
| 2026 Q1 | 2026-05-14 | Reduce | 18,307,718 | -16,496,599 | -47.4% | $50.9M | 0.13% |
| 2025 Q4 | 2026-02-17 | Add | 34,804,317 | 23,350 | +0.1% | $31.6M | 0.08% |
| 2025 Q3 | 2025-11-13 | Reduce | 34,780,967 | -2,039,300 | -5.5% | $57.7M | 0.16% |
| 2025 Q2 | 2025-08-13 | Reduce | 36,820,267 | -3,067,561 | -7.7% | $63.3M | 0.19% |
| 2025 Q1 | 2025-05-14 | Add | 39,887,828 | 7,260,261 | +22.3% | $90.9M | 0.29% |
| 2024 Q4 | 2025-02-13 | Add | 32,627,567 | 5,906,210 | +22.1% | $111.6M | 0.36% |
| 2024 Q3 | 2024-11-13 | Add | 26,721,357 | 1,488,031 | +5.9% | $107.7M | 0.34% |
| 2024 Q2 | 2024-08-13 | Add | 25,233,326 | 1,827,807 | +7.8% | $139.8M | 0.47% |
| 2024 Q1 | 2024-05-14 | Add | 23,405,519 | 271,339 | +1.2% | $139.5M | 0.51% |
| 2023 Q4 | 2024-02-13 | Add | 23,134,180 | 796,126 | +3.6% | $155.2M | 0.69% |
| 2023 Q3 | 2023-11-13 | Add | 22,338,054 | 2,690,342 | +13.7% | $182.7M | 0.86% |
| 2023 Q2 | 2023-08-14 | Add | 19,647,712 | 897,385 | +4.8% | $117.7M | 0.55% |
| 2023 Q1 | 2023-05-12 | Reduce | 18,750,327 | -2,662,014 | -12.4% | $139.5M | 0.71% |
| 2022 Q4 | 2023-02-13 | Reduce | 21,412,341 | -322,000 | -1.5% | $136.2M | 0.72% |
| 2022 Q3 | 2022-11-10 | Add | 21,734,341 | 2,511,900 | +13.1% | $112.4M | 0.65% |
| 2022 Q2 | 2022-08-12 | Reduce | 19,222,441 | -3,973,127 | -17.1% | $119.0M | 0.65% |
| 2022 Q1 | 2022-05-13 | Reduce | 23,195,568 | -4,931,096 | -17.5% | $166.8M | 0.81% |
| 2021 Q4 | 2022-02-11 | Reduce | 28,126,664 | -553,664 | -1.9% | $97.3M | 0.47% |
| 2021 Q3 | 2021-11-12 | Add | 28,680,328 | 7,673,182 | +36.5% | $84.9M | 0.42% |
| 2021 Q2 | 2021-08-12 | Add | 21,007,146 | 1,736,846 | +9.0% | $72.7M | 0.36% |
| 2021 Q1 | 2021-05-13 | Reduce | 19,270,300 | -1,061,178 | -5.2% | $59.2M | 0.32% |
| 2020 Q4 | 2021-02-12 | Add | 20,331,478 | 7,815,912 | +62.4% | $47.8M | 0.29% |
| 2020 Q3 | 2020-11-13 | Add | 12,515,566 | 11,047,432 | +752.5% | $12.2M | 0.09% |
| 2020 Q2 | 2020-08-13 | New | 1,468,134 | 1,468,134 | — | $2.4M | 0.02% |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-13 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 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.