Position in TS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$20,222,437
+$7,447,886 QoQ
Shares Held
347,584
+4.6% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in TS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $68,029,903 across 8 Oil & Gas Equipment & Services names. TS ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TS |
Tenaris SA
This page
|
347,584 | $20,222,437 | |
| 2 | WHD |
Cactus, Inc.
|
376,109 | $17,816,283 | |
| 3 | HAL |
Halliburton Co
|
253,231 | $9,873,476 | |
| 4 | EFXT |
Enerflex Ltd.
|
255,200 | $5,338,784 | |
| 5 | WFRD |
Weatherford International plc
|
43,700 | $4,133,146 | |
| 6 | SLB |
Slb Limited/Nv
|
79,453 | $4,083,089 | |
| 7 | NOV |
NOV Inc.
|
216,187 | $4,066,477 | |
| 8 | LBRT |
Liberty Energy Inc.
|
86,674 | $2,496,211 |
All Filings in TS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,222,437 | 347,584 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,774,551 | 332,238 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,689,377 | 270,880 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,494,625 | 253,867 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,352,879 | 213,574 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,061,392 | 425,017 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,574,056 | 615,730 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,408,467 | 373,803 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,360,261 | 289,286 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,852,482 | 197,137 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,421,462 | 44,983 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $576,327 | 19,243 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||