SCHEDULE 13G/A: Grantham, Mayo, Van Otterloo & Co. LLC Discloses 5.91% Passive Stake in Clean Energy Fuels Corp

Grantham, Mayo, Van Otterloo & Co. LLC has filed an amended Schedule 13G, reporting a 5.91% passive ownership stake in Clean Energy Fuels Corp as of March 31, 2025.

Summary

• Grantham, Mayo, Van Otterloo & Co. LLC (GMO) has filed an Amendment No. 2 to Schedule 13G regarding its beneficial ownership in Clean Energy Fuels Corp.
• As of March 31, 2025, GMO beneficially owns 13,228,248 shares of Clean Energy Fuels Corp's Common Stock.
• This ownership represents 5.91% of the total class of securities.
• GMO, classified as an investment adviser, holds sole voting and sole dispositive power over all 13,228,248 shares.
• The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.

Sentiment

Score: 5

Explanation: The document is a routine regulatory filing (Schedule 13G) disclosing a passive ownership stake. It contains factual information about shareholding and does not provide positive or negative operational or financial news about the issuer, Clean Energy Fuels Corp. The sentiment is neutral as it's a compliance disclosure.

Positives

• The disclosure of a significant stake by a reputable investment adviser like Grantham, Mayo, Van Otterloo & Co. LLC may signal institutional confidence in Clean Energy Fuels Corp.
• The passive nature of the investment, as certified by the filer, indicates that GMO does not intend to interfere with the company's management or strategic direction.

Negatives

• The document itself does not contain any negative information regarding Clean Energy Fuels Corp.
• A Schedule 13G is a disclosure of ownership, not an assessment of the company's performance or outlook.

Risks

• The document does not detail specific risks related to Clean Energy Fuels Corp's operations or financial health. It only states that the reporting person's acquisition and holding of shares are not for the purpose of changing or influencing control of the issuer.

Future Outlook

NA

Industry Context

Clean Energy Fuels Corp operates in the alternative fuels and renewable natural gas sector. The disclosure of a significant passive stake by an institutional investor like Grantham, Mayo, Van Otterloo & Co. LLC is a routine event in the public markets, reflecting portfolio allocation decisions rather than specific industry trends, though it does indicate continued institutional interest in the company.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, confirming a large, passive stake by Grantham, Mayo, Van Otterloo & Co. LLC.
• Management: Confirms that a significant shareholder is not seeking to influence control, which can provide stability.

Key Dates

Keywords

Clean Energy Fuels Corp, Grantham Mayo Van Otterloo, GMO, Schedule 13G, beneficial ownership, common stock, institutional investor, passive investment, SEC filing, 184499101