Grantham, Mayo, Van Otterloo & Co. LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
615
Total Value
31717558851
Accession Number
0001072613-25-000369
Form Type
13F-HR
CIK
0001352662
Manager Name
Grantham, Mayo, Van Otterloo & Co. LLC
Data Enrichment
98% identified
601 identified14 unidentified

Holdings

615 positions
Manager:
SEC
Search and click to pin securities to the top
Page 19 of 31
LKQ CORP
LKQ|501889208
Shares:
60471(-29.6%)
Value:
$2.6B(-18.5%)
Polaris Inc.
PII|731068102
Shares:
62731(+5.8%)
Value:
$2.6B(-24.9%)
Gevo, Inc.
GEVO|374396406
Shares:
2208825(-23.7%)
Value:
$2.6B(-57.6%)
KIMBERLY CLARK CORP
KMB|494368103
Shares:
17875(+29.9%)
Value:
$2.5B(+40.9%)
ASML HOLDING NV
ASML|N07059210
Shares:
3831(+308.4%)
Value:
$2.5B(+290.6%)
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
BBVA|05946K101
Shares:
171168(+195.3%)
Value:
$2.3B(+313.8%)
DEERE & CO
DE|244199105
Shares:
4909(-84.7%)
Value:
$2.3B(-83.0%)
Graham Holdings Co
GHC|384637104
Shares:
2275(+23.8%)
Value:
$2.2B(+36.5%)
Tri Pointe Homes, Inc.
TPH|87265H109
Shares:
67883(+105.2%)
Value:
$2.2B(+80.7%)
MARKEL GROUP INC.
MKL|570535104
Shares:
1153(-86.7%)
Value:
$2.2B(-85.6%)
IMPERIAL OIL LTD
IMO|453038408
Shares:
29777(+6.7%)
Value:
$2.2B(+25.1%)
Morgan Stanley Direct Lending Fund
MSDL|61774A103
Shares:
106927(+55.5%)
Value:
$2.1B(+50.2%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
453(-88.5%)
Value:
$2.1B(-89.3%)
SharkNinja, Inc.
SN|G8068L108
Shares:
24896(+544.6%)
Value:
$2.1B(+452.3%)
Blue Owl Capital Corp
OBDC|69121K104
Shares:
140888
Value:
$2.1B
DIAGEO PLC
DEO|25243Q205
Shares:
19669(+248.1%)
Value:
$2.1B(+187.0%)
SEALED AIR CORP/DE
SEE|81211K100
Shares:
71141(+133.1%)
Value:
$2.1B(+99.1%)
NETFLIX INC
NFLX|64110L106
Shares:
2157(+62.8%)
Value:
$2.0B(+70.3%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
2101(+54.4%)
Value:
$2.0B(+59.4%)
Sanofi
SNY|80105N105
Shares:
35808(+90.6%)
Value:
$2.0B(+119.1%)