Grantham, Mayo, Van Otterloo & Co. LLC Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$27.5T

Holdings

513

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (513 positions)

#StockSharesValue% PortfolioType
101
GOLFACUSHNET HLDGS CORP
598,380$39.5B0.14%
102
MZTILANCASTER COLONY CORP
189,534$39.4B0.14%
103
RBCRBC BEARINGS INC
145,127$39.2B0.14%
104
WBAWALGREENS BOOTS ALLIANCE INC
1,804,118$39.1B0.14%
105
ESNTESSENT GROUP LTD
656,913$39.1B0.14%
106
CNCCENTENE CORP DEL
495,333$38.9B0.14%
107
LSTRLANDSTAR SYS INC
197,289$38.0B0.14%
108
EOGEOG RES INC
293,991$37.6B0.14%
109
OLLIOLLIES BARGAIN OUTLET HLDGS
465,388$37.0B0.13%
110
BMTABRITISH AMERN TOB PLC
1,193,238$36.4B0.13%
111
CLFCLEVELAND-CLIFFS INC NEW
1,576,547$35.9B0.13%
112
GMEDGLOBUS MED INC
666,053$35.7B0.13%
113
TELTE CONNECTIVITY LTD
245,934$35.7B0.13%
114
GNTXGENTEX CORP
988,182$35.7B0.13%
115
KRKROGER CO
621,297$35.5B0.13%
116
HLIHOULIHAN LOKEY INC
276,633$35.5B0.13%
117
USX1UNITED STATES STL CORP NEW
861,481$35.1B0.13%
118
AWMSKYWORKS SOLUTIONS INC
317,104$34.3B0.12%
119
TEVATEVA PHARMACEUTICAL INDS LTD
2,433,267$34.3B0.12%
120
AERAERCAP HOLDINGS NV
393,757$34.2B0.12%
121
BENFRANKLIN RESOURCES INC
1,208,463$34.0B0.12%
122
GSGOLDMAN SACHS GROUP INC
78,904$33.0B0.12%
123
TSNTYSON FOODS INC
557,543$32.7B0.12%
124
MRNAMODERNA INC
306,480$32.7B0.12%
125
MGRCMCGRATH RENTCORP
264,563$32.6B0.12%
126
BUWABIO RAD LABS INC
93,352$32.3B0.12%
127
ULUNILEVER PLC
640,176$32.1B0.12%
128
ATRAPTARGROUP INC
222,594$32.0B0.12%
129
NYTNEW YORK TIMES CO
736,154$31.8B0.12%
130
MTCHMATCH GROUP INC NEW
873,967$31.7B0.12%
131
ASGNASGN INC
301,041$31.5B0.11%
132
EAFEURGRAFTECH INTL LTD
22,772,934$31.4B0.11%
133
ZMZOOM VIDEO COMMUNICATIONS IN
480,390$31.4B0.11%
134
EXPEEXPEDIA GROUP INC
224,680$30.9B0.11%
135
ACLSAXCELIS TECHNOLOGIES INC
275,406$30.7B0.11%
136
STEPSTEPSTONE GROUP INC
856,296$30.6B0.11%
137
FNFFIDELITY NATIONAL FINANCIAL
575,127$30.5B0.11%
138
PKXPOSCO HOLDINGS INC
388,187$30.4B0.11%
139
0VVBPARAMOUNT GLOBAL
2,575,711$30.3B0.11%
140
CPNGCOUPANG INC
1,692,939$30.1B0.11%
141
INCYINCYTE CORP
524,847$29.9B0.11%
142
ASXASE TECHNOLOGY HLDG CO LTD
2,712,405$29.8B0.11%
143
BMYBRISTOL-MYERS SQUIBB CO
528,969$28.7B0.10%
144
CIENCIENA CORP
578,023$28.6B0.10%
145
CRUSCIRRUS LOGIC INC
306,908$28.4B0.10%
146
PWIPOWER INTEGRATIONS INC
391,109$28.0B0.10%
147
OVVOVINTIV INC
530,662$27.5B0.10%
148
GEHCGE HEALTHCARE TECHNOLOGIES I
300,328$27.3B0.10%
149
NXENEXGEN ENERGY LTD
3,493,800$27.2B0.10%
150
FNFABRINET
143,674$27.2B0.10%
151
LIESUN LIFE FINANCIAL INC.
494,612$27.0B0.10%
152
BLDTOPBUILD CORP
61,027$26.9B0.10%
153
UBSUBS GROUP AG
872,061$26.8B0.10%
154
AGROADECOAGRO S A
2,387,060$26.3B0.10%
155
CWCURTISS WRIGHT CORP
101,189$25.9B0.09%
156
BCPCBALCHEM CORP
166,075$25.7B0.09%
157
PBRPETROLEO BRASILEIRO SA PETRO
1,679,096$25.5B0.09%
158
JJSFJ & J SNACK FOODS CORP
176,191$25.5B0.09%
159
ETSYETSY INC
365,402$25.1B0.09%
160
BRKRBRUKER CORP
265,583$24.9B0.09%
161
RDYDR REDDYS LABS LTD
338,779$24.8B0.09%
162
EXECHESAPEAKE ENERGY CORP
278,417$24.7B0.09%
163
SESEA LTD
460,307$24.7B0.09%
164
GGBGERDAU SA
5,586,065$24.7B0.09%
165
ICEINTERCONTINENTAL EXCHANGE IN
178,896$24.6B0.09%
166
KMIKINDER MORGAN INC DEL
1,340,103$24.6B0.09%
167
ARCBARCBEST CORP
171,236$24.4B0.09%
168
MUMICRON TECHNOLOGY INC
203,431$24.0B0.09%
169
JAZZJAZZ PHARMACEUTICALS PLC
194,200$23.4B0.08%
170
LBRDKLIBERTY BROADBAND CORP
400,415$22.9B0.08%
171
WWDWOODWARD INC
148,064$22.8B0.08%
172
FOXFOX CORP
795,096$22.8B0.08%
173
MBUUMALIBU BOATS INC
516,953$22.4B0.08%
174
SWN1EURSOUTHWESTERN ENERGY CO
2,948,162$22.3B0.08%
175
ATKRATKORE INC
116,718$22.2B0.08%
176
VLOVALERO ENERGY CORP
128,896$22.0B0.08%
177
ETRNUSDEQUITRANS MIDSTREAM CORP
1,757,773$22.0B0.08%
178
PHMPULTE GROUP INC
180,675$21.8B0.08%
179
EWJISHARES INC
300,718$21.5B0.08%
180
BNSBANK NOVA SCOTIA HALIFAX
412,043$21.3B0.08%
181
HLTHILTON WORLDWIDE HLDGS INC
98,692$21.1B0.08%
182
SPUSDSP PLUS CORP
398,322$20.8B0.08%
183
RYAAYRYANAIR HOLDINGS PLC
142,747$20.8B0.08%
184
BKNGBOOKING HOLDINGS INC
5,728$20.8B0.08%
185
DHID R HORTON INC
125,344$20.6B0.07%
186
CNSCOHEN & STEERS INC
267,294$20.6B0.07%
187
LENLENNAR CORP
117,426$20.2B0.07%
188
WMSADVANCED DRAIN SYS INC DEL
115,056$19.8B0.07%
189
YPFYPF SOCIEDAD ANONIMA
988,800$19.6B0.07%
190
LZMLIFEZONE METALS LIMITED
2,550,100$19.6B0.07%
191
CMICUMMINS INC
66,195$19.5B0.07%
192
STSENSATA TECHNOLOGIES HLDG PL
521,461$19.2B0.07%
193
TDTORONTO DOMINION BK ONT
314,023$19.0B0.07%
194
PSMTPRICESMART INC
225,073$18.9B0.07%
195
VETVERMILION ENERGY INC
1,511,799$18.8B0.07%
196
BBYBEST BUY INC
228,227$18.7B0.07%
197
NTRNUTRIEN LTD
338,139$18.4B0.07%
198
OCOWENS CORNING NEW
109,469$18.3B0.07%
199
FCNFTI CONSULTING INC
86,399$18.2B0.07%
200
CIBEURBANCOLOMBIA S A
527,711$18.1B0.07%
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