GMO files 13G/A on KOS with 34,780,967 shares (7.27%)

Rhea-AI Filing Summary

Grantham, Mayo, Van Otterloo & Co. LLC (GMO) filed Amendment No. 3 to Schedule 13G, reporting a passive stake in Kosmos Energy Ltd. (KOS).

GMO beneficially owns 34,780,967 shares of Kosmos Energy common stock, representing 7.27% of the class as of the event date 09/30/2025. GMO reports sole voting power and sole dispositive power over 34,780,967 shares, with no shared voting or dispositive power.

The filer certified the securities were acquired and are held in the ordinary course of business and not to change or influence control.

Insights

Equity ownership analyst

Passive 13G/A shows GMO at 7.27% of KOS; neutral impact.

GMO disclosed a passive position in Kosmos Energy via Schedule 13G/A Amendment No. 3. The filing lists 34,780,967 shares, or 7.27% of common stock as of 09/30/2025, with sole voting and dispositive power over the same amount.

The 13G certification states the holdings were acquired and are held in the ordinary course and not to influence control, aligning with a passive investor stance. No group status is indicated.

This is an ownership disclosure rather than a transaction; actual market impact depends on future ownership changes disclosed in subsequent filings.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

Kosmos Energy Ltd

(Name of Issuer)

Common Stock

(Title of Class of Securities)

500688106

(CUSIP Number)

09/30/2025

(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)

SCHEDULE 13G

CUSIP No. 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 34,780,967.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 34,780,967.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

34,780,967.00

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)

7.27 %

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: 34780967
(b)	Percent of class: 7.27 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 34780967
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 34780967
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	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:	11/05/2025

FAQ

What did GMO disclose about Kosmos Energy (KOS)?

GMO reported beneficial ownership of 34,780,967 Kosmos Energy common shares, representing 7.27% of the class.

Is GMO’s filing passive or active?

GMO filed a Schedule 13G/A and certified the stake was acquired and held in the ordinary course, not to influence control.

What voting and dispositive powers did GMO report for KOS?

GMO reported sole voting power over 34,780,967 shares and sole dispositive power over 34,780,967 shares, with zero shared power.

What is the event date for GMO’s ownership in KOS?

The event date reported is 09/30/2025.

What type of reporting person is GMO in this filing?

GMO is classified as an IA (Investment Adviser).

Is GMO part of a group in relation to KOS?

No. The filing indicates Not Applicable for group membership.