Grantham, Mayo, Van Otterloo & Co. LLC Q4 2016 Filing

Filed February 13, 2017

Portfolio Value

$18.6T

Holdings

479

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (479 positions)

#StockSharesValue% PortfolioType
101
NPOENPRO INDS INC
640,087$43.1B0.23%
102
BLDTOPBUILD CORP
1,187,139$42.3B0.23%
103
INGRINGREDION INC
330,733$41.3B0.22%
104
AFLAFLAC INC
586,559$40.8B0.22%
105
BCEBCE INC
933,720$40.4B0.22%
106
FISVFISERV INC
374,681$39.8B0.21%
107
HDBHDFC BANK LTD
653,372$39.6B0.21%
108
TESORO CORP
447,346$39.1B0.21%
109
CHLUSDCHINA MOBILE LIMITED
737,242$38.7B0.21%
110
ARWARROW ELECTRS INC
539,532$38.5B0.21%
111
LBTYBLIBERTY GLOBAL PLC
1,775,000$37.6B0.20%
112
LEALEAR CORP
277,520$36.7B0.20%
113
CVXCHEVRON CORP NEW
311,915$36.7B0.20%
114
WOOFOOT LOCKER INC
509,956$36.2B0.19%
115
MRO*MARATHON OIL CORP
2,011,456$34.8B0.19%
116
INTERXION HOLDING N.V
970,000$34.0B0.18%
117
ISRGINTUITIVE SURGICAL INC
53,233$33.8B0.18%
118
ADPAUTOMATIC DATA PROCESSING IN
309,500$31.8B0.17%
119
CACCCREDIT ACCEP CORP MICH
142,681$31.0B0.17%
120
DOXAMDOCS LTD
531,894$31.0B0.17%
121
TROWPRICE T ROWE GROUP INC
408,916$30.8B0.17%
122
SOHUNSOHU COM INC
899,175$30.5B0.16%
123
DALDELTA AIR LINES INC DEL
616,934$30.3B0.16%
124
WMTWAL-MART STORES INC
426,830$29.5B0.16%
125
SHLDEURSEARS HLDGS CORP
3,111,300$28.9B0.16%Put
126
CITCINTAS CORP
249,314$28.8B0.16%
127
AGOASSURED GUARANTY LTD
758,474$28.6B0.15%
128
TWXCHFTIME WARNER INC
288,750$27.9B0.15%
129
AVTAVNET INC
554,717$26.4B0.14%
130
AVYAVERY DENNISON CORP
361,671$25.4B0.14%
131
7HPHP INC
1,668,863$24.8B0.13%
132
BBBYEURBED BATH & BEYOND INC
592,113$24.1B0.13%
133
ROPROPER TECHNOLOGIES INC
125,000$22.9B0.12%
134
THOTHOR INDS INC
226,873$22.7B0.12%
135
NDAQNASDAQ INC
335,921$22.5B0.12%
136
CMCDN IMPERIAL BK COMM TORONTO
264,355$21.6B0.12%
137
BCRUSDBARD C R INC
95,867$21.5B0.12%
138
IMGIAMGOLD CORP
5,537,500$21.4B0.12%
139
LILALIBERTY GLOBAL PLC
975,000$21.4B0.12%
140
COMMERCEHUB INC
1,410,000$21.2B0.11%
141
IBNICICI BK LTD
2,776,524$20.8B0.11%
142
UPSUNITED PARCEL SERVICE INC
178,586$20.5B0.11%
143
REEVEREST RE GROUP LTD
94,139$20.4B0.11%
144
MRVLMARVELL TECHNOLOGY GROUP LTD
1,421,352$19.7B0.11%Put
145
TRUPTRUPANION INC
1,270,000$19.7B0.11%
146
ENDURANCE SPECIALTY HLDGS LT
211,735$19.6B0.11%
147
CHINA LODGING GROUP LTD
375,524$19.5B0.10%
148
BROCADE COMMUNICATIONS SYS I
1,520,820$19.0B0.10%
149
DISHDISH NETWORK CORP
326,506$18.9B0.10%Put
150
WBWEIBO CORP
463,530$18.8B0.10%
151
ALERE INC
476,484$18.6B0.10%
152
TTMCHFTATA MTRS LTD
538,044$18.5B0.10%
153
TMUST MOBILE US INC
315,438$18.1B0.10%Put
154
PVACUSDPENN VA CORP NEW
358,246$17.6B0.09%
155
CDKCDK GLOBAL INC
291,536$17.4B0.09%Put
156
RITE AID CORP
2,047,600$16.9B0.09%
157
TDTORONTO DOMINION BK ONT
329,868$16.3B0.09%
158
BMOBANK MONTREAL QUE
221,826$16.0B0.09%
159
CHANGYOU COM LTD
743,375$15.8B0.09%
160
IMPERVA INC
397,708$15.3B0.08%Put
161
ENEL AMERICAS S A
1,813,240$14.9B0.08%
162
LIFELOCK INC
620,000$14.8B0.08%Put
163
VRTXVERTEX PHARMACEUTICALS INC
200,000$14.7B0.08%Put
164
BMTABRITISH AMERN TOB PLC
125,735$14.2B0.08%
165
DFSEURDISCOVER FINL SVCS
196,500$14.2B0.08%
166
PSECPROSPECT CAPITAL CORPORATION
1,684,000$14.1B0.08%Put
167
DEPOMED INC
756,509$13.6B0.07%Put
168
HELEHELEN OF TROY CORP LTD
161,143$13.6B0.07%
169
PJTPJT PARTNERS INC
440,623$13.6B0.07%
170
PANDORA MEDIA INC
1,030,793$13.4B0.07%Put
171
TWTRUSDTWITTER INC
822,180$13.4B0.07%Put
172
ARNCCHFARCONIC INC
710,000$13.2B0.07%Put
173
LOGILOGITECH INTL S A
509,460$12.7B0.07%
174
DLXDELUXE CORP
177,287$12.7B0.07%
175
VIMPELCOM LTD
3,265,500$12.6B0.07%
176
WMBWILLIAMS COS INC DEL
393,902$12.3B0.07%Put
177
TRVCCITIGROUP INC
202,934$12.1B0.07%
178
TECH DATA CORP
141,072$11.9B0.06%
179
HRLHORMEL FOODS CORP
333,906$11.6B0.06%
180
NSCNORFOLK SOUTHERN CORP
105,165$11.4B0.06%Put
181
SUSUNCOR ENERGY INC NEW
338,300$11.1B0.06%
182
BBYBEST BUY INC
258,238$11.0B0.06%
183
ATVIEURACTIVISION BLIZZARD INC
300,887$10.9B0.06%
184
MUSAMURPHY USA INC
169,649$10.4B0.06%
185
COMMERCEHUB INC
670,000$10.1B0.05%
186
GILGILDAN ACTIVEWEAR INC
393,134$10.0B0.05%
187
SNASNAP ON INC
58,028$9.9B0.05%
188
LQDISHARES TR
82,750$9.7B0.05%
189
MFCMANULIFE FINL CORP
532,700$9.5B0.05%
190
CONVERGYS CORP
384,234$9.4B0.05%
191
CHTCHUNGHWA TELECOM CO LTD
294,382$9.3B0.05%
192
DREW INDS INC
85,904$9.3B0.05%
193
BMABANCO MACRO SA
142,700$9.2B0.05%
194
IPINTL PAPER CO
172,800$9.2B0.05%
195
AGRIUM INC
90,551$9.1B0.05%
196
FCXFREEPORT-MCMORAN INC
688,644$9.1B0.05%Put
197
CNPCENTERPOINT ENERGY INC
367,500$9.1B0.05%
198
AETNA INC NEW
71,644$8.9B0.05%
199
DHX MEDIA LTD
1,685,350$8.9B0.05%
200
ARRUSDARMOUR RESIDENTIAL REIT INC
408,979$8.9B0.05%
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