
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | STLD | 155K | $21.58M |
![]() | KVUE | 150K | $2.43M |
![]() | BBY | 148K | $11.18M |
![]() | BLDR | 146K | $17.69M |
![]() | GTLS | 145K | $29.10M |
![]() | PRDO | 142K | $5.36M |
![]() | ACCO | 140K | $557.99K |
![]() | ITRI | 138K | $17.20M |
![]() | JPM | 138K | $43.43M |
![]() | IBM | 137K | $38.71M |
![]() | PNFP | 131K | $12.33M |
![]() | CBRE | 129K | $20.26M |
![]() | AMAT | 127K | $26.03M |
![]() | KDP | 126K | $3.21M |
![]() | ING | 125K | $3.26M |
![]() | CLH | 125K | $28.92M |
![]() | EQT | 123K | $6.70M |
![]() | OMC | 122K | $9.91M |
![]() | CM | 121K | $9.70M |
![]() | NICE | 120K | $17.44M |

Steel Dynamics, Inc.
STLD
Shares Held
155K
Value
$21.58M

Kenvue Inc.
KVUE
Shares Held
150K
Value
$2.43M

Best Buy Co., Inc.
BBY
Shares Held
148K
Value
$11.18M

Builders FirstSource, Inc.
BLDR
Shares Held
146K
Value
$17.69M

Chart Industries, Inc.
GTLS
Shares Held
145K
Value
$29.10M

Perdoceo Education Corporation
PRDO
Shares Held
142K
Value
$5.36M

ACCO Brands Corporation
ACCO
Shares Held
140K
Value
$557.99K

Itron, Inc.
ITRI
Shares Held
138K
Value
$17.20M

JPMorgan Chase & Co.
JPM
Shares Held
138K
Value
$43.43M

International Business Machines Corporation
IBM
Shares Held
137K
Value
$38.71M

Pinnacle Financial Partners, Inc.
PNFP
Shares Held
131K
Value
$12.33M

CBRE Group, Inc.
CBRE
Shares Held
129K
Value
$20.26M

Applied Materials, Inc.
AMAT
Shares Held
127K
Value
$26.03M

Keurig Dr Pepper Inc.
KDP
Shares Held
126K
Value
$3.21M

ING Groep N.V.
ING
Shares Held
125K
Value
$3.26M

Clean Harbors, Inc.
CLH
Shares Held
125K
Value
$28.92M

EQT Corporation
EQT
Shares Held
123K
Value
$6.70M

Omnicom Group Inc.
OMC
Shares Held
122K
Value
$9.91M

Canadian Imperial Bank of Commerce
CM
Shares Held
121K
Value
$9.70M

NICE Ltd.
NICE
Shares Held
120K
Value
$17.44M
