Form 13-F position report

GRAFTECH INTL LTD COM

Reported by Grantham Mayo Van Otterloo & Co LLC

EAF CUSIP 384313508 Manager CIK 0001352662

Reported 15,012,811 shares, up 4,404,450 (41.5%) from the prior quarter.

Reported value 56.3%; share count 41.5% vs. the prior quarter.

Added
% of reported 13F value 0.38% This manager · Q4 2022
Shares 15,012,811 Quarter-end amount reported
Reported value $71,460,980 Fair value at quarter end
Consecutive quarters held 12 Through Q4 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 60572000
2021-12-31 71988000
2022-03-31 70677000
2022-06-30 58754000
2022-09-30 45722000
2022-12-31 71460980
2023-03-31 88990464
2023-06-30 102579679
2023-09-30 87981182
2023-12-31 44700524
2024-03-31 31426649
2024-06-30 22089746
2024-09-30 27075808
2024-12-31 31016955
2025-03-31 9846653
2025-06-30 5862650
2025-09-30 0
2025-09-30 2429621
2025-12-31 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarterly reported position history for GRAFTECH INTL LTD COM held by Grantham Mayo Van Otterloo & Co LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q4 2025 Reduced 0 -189,518 (-100.0%) 0 $0 2026-02-17
Q3 2025 New 189,518 +189,518 (0.0%) < 0.01% $2,429,621 2025-11-13
Q3 2025 Reduced 0 -6,027,812 (-100.0%) 0 $0 2025-11-13
Q2 2025 Reduced 6,027,812 -5,233,228 (-46.5%) 0.02% $5,862,650 2025-08-13
Q1 2025 Reduced 11,261,040 -6,667,836 (-37.2%) 0.03% $9,846,653 2025-05-14
Q4 2024 Reduced 17,928,876 -2,583,100 (-12.6%) 0.1% $31,016,955 2025-02-13
Q3 2024 Reduced 20,511,976 -2,260,958 (-9.9%) 0.08% $27,075,808 2024-11-13
Q2 2024 Unchanged 22,772,934 0 (0.0%) 0.07% $22,089,746 2024-08-13
Q1 2024 Added 22,772,934 +2,361,736 (11.6%) 0.11% $31,426,649 2024-05-14
Q4 2023 Reduced 20,411,198 -2,560,390 (-11.1%) 0.2% $44,700,524 2024-02-13
Q3 2023 Added 22,971,588 +2,618,477 (12.9%) 0.42% $87,981,182 2023-11-13
Q2 2023 Added 20,353,111 +2,042,316 (11.2%) 0.47% $102,579,679 2023-08-14
Q1 2023 Added 18,310,795 +3,297,984 (22.0%) 0.45% $88,990,464 2023-05-12
Q4 2022 Added 15,012,811 +4,404,450 (41.5%) 0.38% $71,460,980 2023-02-13
Q3 2022 Added 10,608,361 +2,297,970 (27.7%) 0.26% $45,722,000 2022-11-10
Q2 2022 Added 8,310,391 +963,498 (13.1%) 0.32% $58,754,000 2022-08-12
Q1 2022 Added 7,346,893 +1,261,710 (20.7%) 0.34% $70,677,000 2022-05-13
Q4 2021 Added 6,085,183 +215,758 (3.7%) 0.35% $71,988,000 2022-02-11
Q3 2021 Added 5,869,425 +674,434 (13.0%) 0.3% $60,572,000 2021-11-12
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

247 managers reported GRAFTECH INTL LTD COM for Q4 2022.

Managers reporting GRAFTECH INTL LTD COM in Q4 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BROOKFIELD CORPORATION Unchanged 63,828,253 0 1.14% $303,822,484 19 qtrs
FMR LLC Added 35,678,529 +4,025,882 0.02% $169,829,798 16 qtrs
VANGUARD GROUP INC Reduced 24,273,794 -79,762 < 0.01% $115,543,260 19 qtrs
Grantham Mayo Van Otterloo & Co LLC This report Added 15,012,811 +4,404,450 0.38% $71,460,980 12 qtrs
BlackRock Inc Added 12,948,557 +686,164 < 0.01% $61,635,131 19 qtrs
NORGES BANK Unchanged 8,290,957 0 < 0.01% $39,464,955 19 qtrs
YACKTMAN ASSET MANAGEMENT LP Added 8,095,805 +264,807 0.38% $38,536,032 18 qtrs
STATE STREET CORPORATION Added 3,957,304 +79,259 < 0.01% $18,836,767 19 qtrs
MACKENZIE FINANCIAL CORP Reduced 3,450,483 -239,000 0.03% $16,424,300 8 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 3,442,497 +92,274 < 0.01% $16,386,000 19 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2022
Filed
February 13, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
14,627,082
Shared
0
None
385,729

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.