Form 13-F position report

GRAFTECH INTL LTD COM

Reported by Grantham Mayo Van Otterloo & Co LLC

EAF CUSIP 384313508 Manager CIK 0001352662

Reported 6,027,812 shares, down 5,233,228 (46.5%) from the prior quarter.

Reported value -40.5%; share count -46.5% vs. the prior quarter.

Reduced
% of reported 13F value 0.02% This manager · Q2 2025
Shares 6,027,812 Quarter-end amount reported
Reported value $5,862,650 Fair value at quarter end
Consecutive quarters held 22 Through Q2 2025

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

163 managers reported GRAFTECH INTL LTD COM for Q2 2025.

Managers reporting GRAFTECH INTL LTD COM in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
MARATHON ASSET MANAGEMENT LP Added 20,375,112 +1,066,546 44.89% $19,816,834 4 qtrs
YACKTMAN ASSET MANAGEMENT LP Added 10,826,186 +127,490 0.14% $10,529,549 28 qtrs
VANGUARD GROUP INC Reduced 10,696,376 -1,747,444 < 0.01% $10,407,574 29 qtrs
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added 7,490,487 +2,870,582 < 0.01% $7,285,248 29 qtrs
FRANKLIN RESOURCES INC Added 7,131,013 +2,594,562 < 0.01% $6,935,623 6 qtrs
MILLENNIUM MANAGEMENT LLC Added 6,358,727 +6,062,737 < 0.01% $6,184,498 20 qtrs
Grantham Mayo Van Otterloo & Co LLC This report Reduced 6,027,812 -5,233,228 0.02% $5,862,650 22 qtrs
AMERIPRISE FINANCIAL INC Added 5,673,093 +546,177 < 0.01% $5,517,650 29 qtrs
BlackRock Inc Reduced 4,660,799 -12,333,368 < 0.01% $4,533,093 4 qtrs
MORGAN STANLEY Reduced 3,682,187 -6,904,186 < 0.01% $3,581,296 29 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 13, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
5,623,880
Shared
0
None
403,932

“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.