GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ENS | 97K | $11.00M |
 | GPOR | 96K | $17.33M |
 | NOG | 96K | $2.37M |
 | BWLP | 96K | $1.37M |
 | TLK | 94K | $1.77M |
 | BMI | 93K | $16.58M |
 | GILD | 92K | $10.21M |
 | BK | 92K | $10.00M |
 | MS | 91K | $14.47M |
 | TIMB | 90K | $2.02M |
 | IBP | 86K | $21.17M |
 | KBH | 86K | $5.45M |
 | GOOG | 85K | $20.76M |
 | SNY | 85K | $4.02M |
 | JHG | 85K | $3.79M |
 | ELP | 83K | $815.10K |
 | M | 83K | $1.48M |
 | PLPC | 80K | $15.64M |
 | UGI | 79K | $2.64M |
 | ASO | 77K | $3.84M |
EnerSys
ENS
Shares Held
97K
Value
$11.00M
Gulfport Energy Corporation
GPOR
Shares Held
96K
Value
$17.33M
Northern Oil and Gas, Inc.
NOG
Shares Held
96K
Value
$2.37M
BW LPG Limited
BWLP
Shares Held
96K
Value
$1.37M
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk
TLK
Shares Held
94K
Value
$1.77M
Badger Meter, Inc.
BMI
Shares Held
93K
Value
$16.58M
Gilead Sciences, Inc.
GILD
Shares Held
92K
Value
$10.21M
The Bank of New York Mellon Corporation
BK
Shares Held
92K
Value
$10.00M
Morgan Stanley
MS
Shares Held
91K
Value
$14.47M
TIM S.A.
TIMB
Shares Held
90K
Value
$2.02M
Installed Building Products, Inc.
IBP
Shares Held
86K
Value
$21.17M
KB Home
KBH
Shares Held
86K
Value
$5.45M
Alphabet Inc.
GOOG
Shares Held
85K
Value
$20.76M
Sanofi
SNY
Shares Held
85K
Value
$4.02M
Janus Henderson Group plc
JHG
Shares Held
85K
Value
$3.79M
Companhia Paranaense de Energia - COPEL
ELP
Shares Held
83K
Value
$815.10K
Macy's, Inc.
M
Shares Held
83K
Value
$1.48M
Preformed Line Products Company
PLPC
Shares Held
80K
Value
$15.64M
UGI Corporation
UGI
Shares Held
79K
Value
$2.64M
Academy Sports and Outdoors, Inc.
ASO
Shares Held
77K
Value
$3.84M