Grantham, Mayo, Van Otterloo & Co. LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$30.7B
Holdings
570
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (570 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MDTMEDTRONIC PLC | 215,375 | $17.2B | 55.96% | |
| 202 | TECK/BTECK RESOURCES LTD | 421,744 | $17.1B | 55.60% | |
| 203 | ULUNILEVER PLC | 296,176 | $16.8B | 54.63% | |
| 204 | G2CEVERI HLDGS INC | 1,240,177 | $16.8B | 54.50% | |
| 205 | ATSG*AIR TRANSPORT SERVICES GRP I | 760,692 | $16.7B | 54.39% | |
| 206 | ADMARCHER DANIELS MIDLAND CO | 330,513 | $16.7B | 54.32% | |
| 207 | LIESUN LIFE FINANCIAL INC. | 281,269 | $16.7B | 54.29% | |
| 208 | LYBLYONDELLBASELL INDUSTRIES N | 224,643 | $16.7B | 54.27% | |
| 209 | ALLEALLEGION PLC | 126,676 | $16.6B | 53.85% | |
| 210 | VMIVALMONT INDS INC | 53,601 | $16.4B | 53.47% | |
| 211 | CNHICNH INDL N V | 1,443,736 | $16.4B | 53.21% | |
| 212 | TSTENARIS S A | 425,017 | $16.1B | 52.25% | |
| 213 | APDAIR PRODS & CHEMS INC | 55,200 | $16.0B | 52.08% | |
| 214 | BBWIBATH & BODY WORKS INC | 412,722 | $16.0B | 52.05% | |
| 215 | STTSTATE STR CORP | 160,598 | $15.8B | 51.27% | |
| 216 | HIGHARTFORD FINL SVCS GROUP INC | 142,228 | $15.6B | 50.61% | |
| 217 | GPORGULFPORT ENERGY CORP | 82,839 | $15.3B | 49.64% | |
| 218 | DWDMORGAN STANLEY | 120,905 | $15.2B | 49.44% | |
| 219 | MKLMARKEL GROUP INC | 8,653 | $14.9B | 48.59% | |
| 220 | HBC2HSBC HLDGS PLC | 297,408 | $14.7B | 47.85% | |
| 221 | ESGRENSTAR GROUP LIMITED | 44,793 | $14.4B | 46.93% | |
| 222 | HNMORMAT TECHNOLOGIES INC | 212,036 | $14.4B | 46.71% | |
| 223 | CARRCARRIER GLOBAL CORPORATION | 209,785 | $14.3B | 46.58% | |
| 224 | RYAAYRYANAIR HOLDINGS PLC | 322,746 | $14.1B | 45.76% | |
| 225 | BUWABIO RAD LABS INC | 42,784 | $14.1B | 45.72% | |
| 226 | GGBGERDAU SA | 4,803,639 | $13.8B | 45.00% | |
| 227 | NVDANVIDIA CORPORATION | 102,982 | $13.8B | 44.99% | |
| 228 | MTBM & T BK CORP | 73,226 | $13.8B | 44.78% | |
| 229 | PCHPOTLATCHDELTIC CORPORATION | 348,323 | $13.7B | 44.47% | |
| 230 | CPNGCOUPANG INC | 621,919 | $13.7B | 44.47% | |
| 231 | FUODOLBY LABORATORIES INC | 174,826 | $13.7B | 44.41% | |
| 232 | DEDEERE & CO | 32,054 | $13.6B | 44.18% | |
| 233 | OMCOMNICOM GROUP INC | 153,468 | $13.2B | 42.95% | |
| 234 | CXCEMEX SAB DE CV | 2,330,556 | $13.1B | 42.76% | |
| 235 | FOXAFOX CORP | 267,095 | $13.0B | 42.21% | |
| 236 | DGDOLLAR GEN CORP NEW | 166,444 | $12.6B | 41.05% | |
| 237 | NSYNICE LTD | 72,976 | $12.4B | 40.32% | |
| 238 | BBYBEST BUY INC | 144,251 | $12.4B | 40.26% | |
| 239 | GISGENERAL MLS INC | 193,885 | $12.4B | 40.22% | |
| 240 | LVSLAS VEGAS SANDS CORP | 240,006 | $12.3B | 40.10% | |
| 241 | ATKRATKORE INC | 140,287 | $11.7B | 38.08% | |
| 242 | AKAMAKAMAI TECHNOLOGIES INC | 120,950 | $11.6B | 37.63% | |
| 243 | MTGMGIC INVT CORP WIS | 486,978 | $11.5B | 37.56% | |
| 244 | LBRTLIBERTY ENERGY INC | 576,603 | $11.5B | 37.31% | |
| 245 | DYHTARGET CORP | 83,515 | $11.3B | 36.72% | |
| 246 | TTTRANE TECHNOLOGIES PLC | 29,188 | $10.8B | 35.07% | |
| 247 | KMIKINDER MORGAN INC DEL | 383,551 | $10.5B | 34.19% | |
| 248 | AZPN1USDASPEN TECHNOLOGY INC | 42,058 | $10.5B | 34.15% | |
| 249 | VETVERMILION ENERGY INC | 1,109,501 | $10.4B | 33.93% | |
| 250 | OCOWENS CORNING NEW | 61,090 | $10.4B | 33.85% | |
| 251 | HUMHUMANA INC | 40,365 | $10.2B | 33.31% | |
| 252 | VIPSVIPSHOP HLDGS LTD | 753,737 | $10.2B | 33.03% | |
| 253 | ALTREURALTAIR ENGR INC | 92,434 | $10.1B | 32.81% | |
| 254 | VLTOVERALTO CORP | 97,445 | $9.9B | 32.28% | |
| 255 | BUSDBARNES GROUP INC | 206,687 | $9.8B | 31.77% | |
| 256 | TELTE CONNECTIVITY PLC | 68,179 | $9.7B | 31.71% | |
| 257 | XPELXPEL INC | 242,584 | $9.7B | 31.52% | |
| 258 | OVVOVINTIV INC | 235,749 | $9.5B | 31.06% | |
| 259 | FNFABRINET | 43,102 | $9.5B | 30.83% | |
| 260 | CWCURTISS WRIGHT CORP | 26,549 | $9.4B | 30.65% | |
| 261 | RDNRADIAN GROUP INC | 296,799 | $9.4B | 30.62% | |
| 262 | KOFCOCA-COLA FEMSA SAB DE CV | 120,593 | $9.4B | 30.55% | |
| 263 | PEOEXELON CORP | 247,769 | $9.3B | 30.34% | |
| 264 | SMSM ENERGY CO | 238,205 | $9.2B | 30.03% | |
| 265 | AGROADECOAGRO S A | 975,175 | $9.2B | 29.91% | |
| 266 | LGOLARGO INC | 5,265,102 | $9.1B | 29.65% | |
| 267 | TSNTYSON FOODS INC | 152,536 | $8.8B | 28.50% | |
| 268 | PNCPNC FINL SVCS GROUP INC | 45,086 | $8.7B | 28.28% | |
| 269 | TAPMOLSON COORS BEVERAGE CO | 150,400 | $8.6B | 28.04% | |
| 270 | ENSENERSYS | 93,219 | $8.6B | 28.03% | |
| 271 | HRBBLOCK H & R INC | 162,833 | $8.6B | 27.99% | |
| 272 | UNMUNUM GROUP | 113,307 | $8.3B | 26.92% | |
| 273 | ARWARROW ELECTRS INC | 69,792 | $7.9B | 25.68% | |
| 274 | PNRPENTAIR PLC | 77,118 | $7.8B | 25.25% | |
| 275 | WHRWHIRLPOOL CORP | 66,802 | $7.6B | 24.88% | |
| 276 | PLPCPREFORMED LINE PRODS CO | 59,803 | $7.6B | 24.86% | |
| 277 | TXTTEXTRON INC | 99,711 | $7.6B | 24.81% | |
| 278 | AVTAVNET INC | 145,746 | $7.6B | 24.80% | |
| 279 | CROXCROCS INC | 66,503 | $7.3B | 23.69% | |
| 280 | CRGYCRESCENT ENERGY COMPANY | 490,233 | $7.2B | 23.30% | |
| 281 | VNOMUSDVIPER ENERGY INC | 143,392 | $7.0B | 22.89% | |
| 282 | LEALEAR CORP | 72,820 | $6.9B | 22.43% | |
| 283 | EIXEDISON INTL | 86,016 | $6.9B | 22.34% | |
| 284 | PVHPVH CORPORATION | 63,110 | $6.7B | 21.71% | |
| 285 | VALEVALE S A | 732,001 | $6.5B | 21.12% | |
| 286 | AFLAFLAC INC | 61,680 | $6.4B | 20.75% | |
| 287 | JBSSSANFILIPPO JOHN B & SON INC | 72,375 | $6.3B | 20.51% | |
| 288 | W3UWESTERN UN CO | 583,785 | $6.2B | 20.13% | |
| 289 | GEVOGEVO INC | 2,893,749 | $6.0B | 19.67% | |
| 290 | ASRGRUPO AEROPORTUARIO DEL SURE | 23,384 | $6.0B | 19.60% | |
| 291 | SSNCSS&C TECHNOLOGIES HLDGS INC | 76,107 | $5.8B | 18.76% | |
| 292 | CIBEURBANCOLOMBIA S A | 181,805 | $5.7B | 18.63% | |
| 293 | MEDPMEDPACE HLDGS INC | 17,192 | $5.7B | 18.58% | |
| 294 | EDCONSOLIDATED EDISON INC | 64,000 | $5.7B | 18.58% | |
| 295 | RDYDR REDDYS LABS LTD | 359,235 | $5.7B | 18.45% | |
| 296 | PUMPPROPETRO HLDG CORP | 594,467 | $5.5B | 18.04% | |
| 297 | SESEA LTD | 50,407 | $5.3B | 17.40% | |
| 298 | GPIGROUP 1 AUTOMOTIVE INC | 12,492 | $5.3B | 17.13% | |
| 299 | OSKOSHKOSH CORP | 54,789 | $5.2B | 16.94% | |
| 300 | ASOACADEMY SPORTS & OUTDOORS IN | 89,628 | $5.2B | 16.77% |