SEC 13F Intelligence

Grantham, Mayo, Van Otterloo & Co. LLC / KOS

Grantham, Mayo, Van Otterloo & Co. LLC’s Kosmos Energy Ltd Position

Does Grantham, Mayo, Van Otterloo & Co. LLC own Kosmos Energy Ltd (KOS)? Yes — 18.31M shares worth $51M (+0.13% of its 13F portfolio) as of Q1 2026, down from 34.80M shares the prior filed quarter.

Position Value
$51M
Q1 2026
Shares
18.31M
% of Portfolio
+0.13%
Quarters Held
24
currently held

Position History KOS

Reported value by quarter
Q2 ’20: $2MQ2 ’20Q3 ’20: $12MQ4 ’20: $48MQ1 ’21: $59MQ1 ’21Q2 ’21: $73MQ3 ’21: $85MQ4 ’21: $97MQ4 ’21Q1 ’22: $167MQ2 ’22: $119MQ3 ’22: $112MQ3 ’22Q4 ’22: $136MQ1 ’23: $140MQ2 ’23: $118MQ2 ’23Q3 ’23: $183MQ4 ’23: $155MQ1 ’24: $139MQ1 ’24Q2 ’24: $140MQ3 ’24: $108MQ4 ’24: $112MQ4 ’24Q1 ’25: $91MQ2 ’25: $63MQ3 ’25: $58MQ3 ’25Q4 ’25: $32MQ1 ’26: $51Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.31M$51M+0.13%
Q4 202534.80M$32M+0.08%
Q3 202534.78M$58M+0.16%
Q2 202536.82M$63M+0.19%
Q1 202539.89M$91M+0.29%
Q4 202432.63M$112M+0.36%
Q3 202426.72M$108M+0.34%
Q2 202425.23M$140M+0.47%
Q1 202423.41M$139M+0.51%
Q4 202323.13M$155M+0.69%
Q3 202322.34M$183M+0.86%
Q2 202319.65M$118M+0.54%
Q1 202318.75M$140M+0.71%
Q4 202221.41M$136M+0.73%
Q3 202221.73M$112M+0.65%
Q2 202219.22M$119M+0.64%
Q1 202223.20M$167M+0.80%
Q4 202128.13M$97M+0.47%
Q3 202128.68M$85M+0.42%
Q2 202121.01M$73M+0.36%
Q1 202119.27M$59M+0.32%
Q4 202020.33M$48M+0.29%
Q3 202012.52M$12M+0.09%
Q2 20201.47M$2M+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grantham, Mayo, Van Otterloo & Co. LLC’s full portfolio or all institutional holders of KOS.