| Quarter | Action | Shares change | Est. value change | Δ Own | Shares held | Filing date |
|---|---|---|---|---|---|---|
| Q1 2024 | Exited | −10K | −$831K | −100.0% | 0 | May 14, 2024 |
| Q4 2023 | First covered | – | – | – | 10K | Feb 13, 2024 |
| Q3 2023 | Reduced | −17K | −$1.6M | −34.5% | 32K | Nov 13, 2023 |
| Q2 2023 | Added | +20K | +$1.7M | +69.6% | 49K | Aug 14, 2023 |
| Q1 2023 | New | +29K | +$2.4M | – | 29K | May 12, 2023 |
Not currently. Jeremy Grantham fully exited BDC in Q1 2024, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jeremy Grantham first disclosed a BDC position in Q1 2023; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Yes. Jeremy Grantham reduced and then fully exited BDC by Q1 2024; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
None as of the latest filing: Jeremy Grantham has exited BDC. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jeremy Grantham began building the BDC position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
