Reported 11,261,040 shares, down 6,667,836 (37.2%) from the prior quarter.
Reported value -68.3%; share count -37.2% vs. the prior 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.
| 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.
| 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 | |
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Who else reported the position
153 managers reported GRAFTECH INTL LTD COM for Q1 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| MARATHON ASSET MANAGEMENT LP | Added | 19,308,566 | +17,558,586 | 17.66% | $16,883,410 | 3 qtrs |
| BlackRock Inc | Reduced | 16,994,167 | -575,274 | < 0.01% | $14,859,699 | 3 qtrs |
| VANGUARD GROUP INC | Reduced | 12,443,820 | -191,020 | < 0.01% | $10,875,899 | 28 qtrs |
| Grantham Mayo Van Otterloo & Co LLC This report | Reduced | 11,261,040 | -6,667,836 | 0.03% | $9,846,653 | 21 qtrs |
| YACKTMAN ASSET MANAGEMENT LP | Added | 10,698,696 | +59,216 | 0.12% | $9,354,940 | 27 qtrs |
| MORGAN STANLEY | Added | 10,586,373 | +9,182,932 | < 0.01% | $9,256,725 | 28 qtrs |
| FMR LLC | Reduced | 5,381,578 | -30,467,501 | < 0.01% | $4,705,652 | 25 qtrs |
| STATE STREET CORPORATION | Reduced | 5,151,699 | -83,214 | < 0.01% | $4,504,646 | 28 qtrs |
| AMERIPRISE FINANCIAL INC | Reduced | 5,126,916 | -854,552 | < 0.01% | $4,482,975 | 28 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Reduced | 5,099,843 | -1,255 | < 0.01% | $4,460,502 | 28 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2025
- Filed
- May 14, 2025
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 10,734,975
- Shared
- 0
- None
- 526,065
“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.