Grantham, Mayo reports 18.3M-share passive stake in Kosmos Energy (KOS)

Rhea-AI Filing Summary

Kosmos Energy Ltd: Schedule 13G/A showing passive ownership by Grantham, Mayo, Van Otterloo & Co. LLC. The amendment reports 18,307,718 shares of Common Stock, representing 3.16% of the class as of 03/31/2026. The filing is signed by the filers Chief Compliance Officer on 05/01/2026.

Key Figures

Shares beneficially owned: 18,307,718 shares Percent of class: 3.16% CUSIP: 500688106

3 metrics

Shares beneficially owned 18,307,718 shares Amount reported as beneficially owned by Grantham, Mayo as of 03/31/2026

Percent of class 3.16% Percent of Kosmos Energy common stock represented by the reported shares

CUSIP 500688106 CUSIP for Kosmos Energy Ltd Common Stock as shown on the filing

Key Terms

Schedule 13G/A, Beneficial ownership, Sole Dispositive Power

3 terms

Schedule 13G/A regulatory

"Amendment No. 4 ) Kosmos Energy Ltd Common Stock"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficial ownership financial

"Item 4. | Ownership (a) | Amount beneficially owned: 18307718"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Sole Dispositive Power regulatory

"7 | Sole Dispositive Power 18,307,718.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 4)

Kosmos Energy Ltd

(Name of Issuer)

Common Stock

(Title of Class of Securities)

500688106

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 500688106

1

Names of Reporting Persons

Grantham, Mayo, Van Otterloo & Co. LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MASSACHUSETTS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 18,307,718.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 18,307,718.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

18,307,718.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.16 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Kosmos Energy Ltd
(b)	Address of issuer's principal executive offices: 8176 Park Lane Suite 500, Dallas, TX, 75231
Item 2.
(a)	Name of person filing: Grantham, Mayo, Van Otterloo & Co. LLC
(b)	Address or principal business office or, if none, residence: 53 State Street, Suite 3300, Boston, MA, 02109
(c)	Citizenship: USA
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 500688106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 18307718
(b)	Percent of class: 3.16 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 18307718
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 18307718
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Grantham, Mayo, Van Otterloo & Co. LLC

Signature:	Gregory L. Pottle
Name/Title:	Chief Compliance Officer
Date:	05/01/2026

FAQ

What does the KOS Schedule 13G/A filed by Grantham, Mayo, Van Otterloo report?

It reports passive beneficial ownership of 18,307,718 shares, equal to 3.16% of Kosmos Energy's common stock. The filing identifies sole voting and dispositive power over those shares and is dated 03/31/2026 with a signature on 05/01/2026.

Does the filing indicate active control or intent to influence Kosmos Energy (KOS)?

No. The Schedule 13G/A is a passive ownership disclosure; it states ownership of 3.16% and classifies the position as passive. The document lists sole voting/dispositive power but does not assert activist intent or plans to influence management.

Who is the reporting entity in the KOS amendment and what is their address?

The reporting entity is Grantham, Mayo, Van Otterloo & Co. LLC. The address given is 53 State Street, Suite 3300, Boston, MA, 02109, and the filer is cited as a Massachusetts organization with U.S. citizenship.

What date and signature appear on the Schedule 13G/A for KOS?

The ownership amount is reported as of 03/31/2026. The amendment is signed by Gregory L. Pottle, Chief Compliance Officer, with a signature date of 05/01/2026 on the filing.

How much voting and dispositive power does the filer report over KOS shares?

The filer reports sole voting power of 18,307,718 shares and sole dispositive power of 18,307,718 shares. Shared voting and dispositive power are reported as 0 in the filing.