GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AN | 27K | $5.94M |
 | RYAAY | 27K | $1.63M |
 | PPG | 26K | $2.78M |
 | TRV | 26K | $7.31M |
 | TMHC | 26K | $1.72M |
 | OSK | 26K | $3.37M |
 | GS | 26K | $20.62M |
 | OUT | 26K | $473.48K |
 | NMIH | 26K | $977.86K |
 | ASML | 25K | $23.84M |
 | SNDK | 25K | $2.76M |
 | PBI | 24K | $279.18K |
 | GLPI | 24K | $1.14M |
 | DT | 24K | $1.17M |
 | PDM | 23K | $203.30K |
 | ALGN | 21K | $2.65M |
 | LNC | 20K | $821.97K |
 | PRG | 20K | $659.34K |
 | GRMN | 20K | $5.00M |
 | PK | 20K | $223.54K |
AutoNation, Inc.
AN
Shares Held
27K
Value
$5.94M
Ryanair Holdings plc
RYAAY
Shares Held
27K
Value
$1.63M
PPG Industries, Inc.
PPG
Shares Held
26K
Value
$2.78M
The Travelers Companies, Inc.
TRV
Shares Held
26K
Value
$7.31M
Taylor Morrison Home Corporation
TMHC
Shares Held
26K
Value
$1.72M
Oshkosh Corporation
OSK
Shares Held
26K
Value
$3.37M
The Goldman Sachs Group, Inc.
GS
Shares Held
26K
Value
$20.62M
Outfront Media Inc.
OUT
Shares Held
26K
Value
$473.48K
NMI Holdings, Inc.
NMIH
Shares Held
26K
Value
$977.86K
ASML Holding N.V.
ASML
Shares Held
25K
Value
$23.84M
Sandisk Corporation
SNDK
Shares Held
25K
Value
$2.76M
Pitney Bowes Inc.
PBI
Shares Held
24K
Value
$279.18K
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
24K
Value
$1.14M
Dynatrace, Inc.
DT
Shares Held
24K
Value
$1.17M
Piedmont Office Realty Trust, Inc.
PDM
Shares Held
23K
Value
$203.30K
Align Technology, Inc.
ALGN
Shares Held
21K
Value
$2.65M
Lincoln National Corporation
LNC
Shares Held
20K
Value
$821.97K
PROG Holdings, Inc.
PRG
Shares Held
20K
Value
$659.34K
Garmin Ltd.
GRMN
Shares Held
20K
Value
$5.00M
Park Hotels & Resorts Inc.
PK
Shares Held
20K
Value
$223.54K