Grantham, Mayo, Van Otterloo & Co. LLC Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$16.3T

Holdings

792

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (792 positions)

#StockSharesValue% PortfolioType
101
GPIGROUP 1 AUTOMOTIVE INC
161,256$21.1B0.13%
102
EOGEOG RES INC
422,992$21.1B0.13%
103
BAMBROOKFIELD ASSET MGMT INC
490,396$20.2B0.12%
104
IBMINTERNATIONAL BUSINESS MACHS
160,300$20.2B0.12%
105
PSXPHILLIPS 66
287,256$20.1B0.12%
106
EXPEEXPEDIA GROUP INC
151,200$20.0B0.12%
107
XOMEXXON MOBIL CORP
484,005$20.0B0.12%
108
UHSUNIVERSAL HLTH SVCS INC
145,000$19.9B0.12%
109
0VVBVIACOMCBS INC
533,500$19.9B0.12%
110
SKMEURSK TELECOM LTD
809,765$19.8B0.12%
111
PEPPEPSICO INC
133,230$19.8B0.12%
112
CSIQCANADIAN SOLAR INC
384,430$19.7B0.12%
113
EWWISHARES INC
456,800$19.6B0.12%
114
PRUPRUDENTIAL FINL INC
247,800$19.3B0.12%
115
BFHALLIANCE DATA SYSTEMS CORP
260,100$19.3B0.12%
116
CBRECBRE GROUP INC
305,700$19.2B0.12%
117
HLTHILTON WORLDWIDE HLDGS INC
171,140$19.0B0.12%
118
HONHONEYWELL INTL INC
88,729$18.9B0.12%
119
FFORD MTR CO DEL
2,140,300$18.8B0.12%
120
TTELUS CORPORATION
950,100$18.8B0.12%
121
GMGENERAL MTRS CO
451,200$18.8B0.12%
122
TAPMOLSON COORS BEVERAGE CO
413,000$18.7B0.11%
123
MKLMARKEL CORP
17,995$18.6B0.11%
124
LNCLINCOLN NATL CORP IND
369,200$18.6B0.11%
125
KMIKINDER MORGAN INC DEL
1,354,800$18.5B0.11%
126
ARWARROW ELECTRS INC
188,928$18.4B0.11%
127
ATHENE HOLDING LTD
419,400$18.1B0.11%
128
LVSLAS VEGAS SANDS CORP
301,752$18.0B0.11%
129
AERAERCAP HOLDINGS NV
391,300$17.8B0.11%
130
TEVATEVA PHARMACEUTICAL INDS LTD
1,815,600$17.5B0.11%
131
CTLEURLUMEN TECHNOLOGIES INC
1,796,500$17.5B0.11%
132
METMETLIFE INC
372,200$17.5B0.11%
133
MBTGBPMOBILE TELESYSTEMS PJSC
1,951,135$17.5B0.11%
134
NTRNUTRIEN LTD
360,099$17.3B0.11%
135
DISHDISH NETWORK CORPORATION
531,195$17.2B0.11%
136
HASHASBRO INC
183,200$17.1B0.11%
137
EWEDWARDS LIFESCIENCES CORP
186,663$17.0B0.10%
138
DHID R HORTON INC
243,754$16.8B0.10%
139
CICIGNA CORP NEW
80,664$16.8B0.10%
140
CTVACORTEVA INC
425,423$16.5B0.10%
141
CVSCVS HEALTH CORP
239,500$16.4B0.10%
142
ANAUTONATION INC
228,026$15.9B0.10%
143
CVXCHEVRON CORP NEW
186,800$15.8B0.10%
144
7HPHP INC
635,073$15.6B0.10%
145
BIGGQBIG LOTS INC
355,561$15.3B0.09%
146
IBKRINTERACTIVE BROKERS GROUP IN
247,620$15.1B0.09%
147
JAZZJAZZ PHARMACEUTICALS PLC
90,200$14.9B0.09%
148
SANMSANMINA CORPORATION
462,085$14.7B0.09%
149
KRKROGER CO
462,324$14.7B0.09%
150
EZAISHARES INC
333,300$14.6B0.09%
151
LENLENNAR CORP
191,600$14.6B0.09%
152
EWZISHARES INC
391,300$14.5B0.09%
153
AGROADECOAGRO S A
2,112,886$14.4B0.09%
154
BIIBBIOGEN INC
58,676$14.4B0.09%
155
CMCANADIAN IMP BK COMM
167,800$14.3B0.09%
156
TAT&T INC
497,800$14.3B0.09%
157
HOMEAT HOME GROUP INC
919,939$14.2B0.09%
158
DWDMORGAN STANLEY
206,100$14.1B0.09%
159
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
171,100$14.0B0.09%
160
FSLRFIRST SOLAR INC
141,575$14.0B0.09%
161
FBCUSDFLAGSTAR BANCORP INC
342,822$14.0B0.09%
162
UFPIUFP INDUSTRIES INC
250,311$13.9B0.09%
163
VIRTUSA CORP
269,401$13.8B0.08%
164
WKCWORLD FUEL SVCS CORP
439,783$13.7B0.08%
165
W3UWESTERN UN CO
623,200$13.7B0.08%
166
CARRCARRIER GLOBAL CORPORATION
362,100$13.7B0.08%
167
REGNREGENERON PHARMACEUTICALS
28,156$13.6B0.08%
168
TGNATEGNA INC
970,105$13.5B0.08%
169
ACHOWENS & MINOR INC NEW
498,500$13.5B0.08%
170
WDWALKER & DUNLOP INC
146,100$13.4B0.08%
171
TSNTYSON FOODS INC
205,765$13.3B0.08%
172
BRCBRADY CORP
249,645$13.2B0.08%
173
VMWEURVMWARE INC
92,800$13.0B0.08%
174
WBAWALGREENS BOOTS ALLIANCE INC
323,800$12.9B0.08%
175
ENPHENPHASE ENERGY INC
72,957$12.8B0.08%
176
MOG/AMOOG INC
160,853$12.8B0.08%
177
IVZINVESCO LTD
731,800$12.8B0.08%
178
LULUFAX HOLDING LTD
897,240$12.7B0.08%
179
SLMSLM CORP
1,027,822$12.7B0.08%
180
DOOBRP INC
192,583$12.7B0.08%
181
IEIINSIGHT ENTERPRISES INC
166,620$12.7B0.08%
182
CFGCITIZENS FINL GROUP INC
348,469$12.5B0.08%
183
CNCCENTENE CORP DEL
207,100$12.4B0.08%
184
VTRSVIATRIS INC
657,757$12.3B0.08%
185
FOXFOX CORP
426,300$12.3B0.08%
186
MLKNMILLER HERMAN INC
362,606$12.3B0.08%
187
KSSKOHLS CORP
298,800$12.2B0.07%
188
LTHM1EURLIVENT CORP
623,364$11.7B0.07%
189
AMATAPPLIED MATLS INC
124,766$10.8B0.07%
190
QVCAUSDQURATE RETAIL INC
973,929$10.7B0.07%
191
MOMOUSDMOMO INC
757,200$10.6B0.06%
192
ALLYALLY FINL INC
288,610$10.3B0.06%
193
GILDGILEAD SCIENCES INC
175,030$10.2B0.06%
194
HOLIHOLLYSYS AUTOMATION TCHNGY L
679,200$10.0B0.06%
195
EAELECTRONIC ARTS INC
69,363$10.0B0.06%
196
VVVVALVOLINE INC
427,456$9.9B0.06%
197
WDRWADDELL & REED FINL INC
383,000$9.8B0.06%
198
REZIRESIDEO TECHNOLOGIES INC
457,544$9.7B0.06%
199
FOXAFOX CORP
333,089$9.7B0.06%
200
FLT1EURFLEETCOR TECHNOLOGIES INC
35,500$9.7B0.06%
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