GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DASH | 5K | $1.25M |
 | UNM | 4K | $345.26K |
 | YUM | 4K | $673.21K |
 | CHTR | 4K | $1.21M |
 | ARCB | 4K | $307.29K |
 | CACI | 4K | $2.18M |
 | MCD | 4K | $1.33M |
 | BRC | 4K | $316.88K |
 | VEEV | 4K | $1.20M |
 | ICFI | 4K | $363.31K |
 | CAT | 4K | $1.86M |
 | GD | 4K | $1.31M |
 | CCS | 4K | $237.89K |
 | LPLA | 3K | $1.13M |
 | HD | 3K | $1.33M |
 | NEU | 3K | $2.70M |
 | J | 3K | $484.35K |
 | RBLX | 3K | $446.03K |
 | LHX | 3K | $977.62K |
 | CSGS | 3K | $201.90K |
DoorDash, Inc.
DASH
Shares Held
5K
Value
$1.25M
Unum Group
UNM
Shares Held
4K
Value
$345.26K
Yum! Brands, Inc.
YUM
Shares Held
4K
Value
$673.21K
Charter Communications, Inc.
CHTR
Shares Held
4K
Value
$1.21M
ArcBest Corporation
ARCB
Shares Held
4K
Value
$307.29K
CACI International Inc
CACI
Shares Held
4K
Value
$2.18M
McDonald's Corporation
MCD
Shares Held
4K
Value
$1.33M
Brady Corporation
BRC
Shares Held
4K
Value
$316.88K
Veeva Systems Inc.
VEEV
Shares Held
4K
Value
$1.20M
ICF International, Inc.
ICFI
Shares Held
4K
Value
$363.31K
Caterpillar Inc.
CAT
Shares Held
4K
Value
$1.86M
General Dynamics Corporation
GD
Shares Held
4K
Value
$1.31M
Century Communities, Inc.
CCS
Shares Held
4K
Value
$237.89K
LPL Financial Holdings Inc.
LPLA
Shares Held
3K
Value
$1.13M
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.33M
NewMarket Corporation
NEU
Shares Held
3K
Value
$2.70M
Jacobs Solutions Inc.
J
Shares Held
3K
Value
$484.35K
Roblox Corporation
RBLX
Shares Held
3K
Value
$446.03K
L3Harris Technologies, Inc.
LHX
Shares Held
3K
Value
$977.62K
CSG Systems International, Inc.
CSGS
Shares Held
3K
Value
$201.90K