Stock Taper

GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Las Vegas Sands Corp.LVS35.92K$1.66M
Kelly Services, Inc.KELYA35.95K$441.45K
Kinross Gold CorporationKGC36.4K$861.54K
Fiserv, Inc.FISV36.4K$1.79M
CF Industries Holdings, Inc.CF36.73K$3.98M
Valmont Industries, Inc.VMI36.98K$21.36M
Deere & CompanyDE37.01K$23.48M
CBRE Group, Inc.CBRE37.16K$5.01M
Union Pacific CorporationUNP37.24K$10.13M
Enova International, Inc.ENVA37.43K$9.01M
GitLab Inc.GTLB37.7K$1.15M
Crocs, Inc.CROX37.76K$4.56M
Vontier CorporationVNT37.95K$1.1M
Fervo Energy CompanyFRVO38.1K$1.11M
Gaming and Leisure Properties, Inc.GLPI38.18K$1.7M
Paycom Software, Inc.PAYC38.74K$4.87M
Altria Group, Inc.MO40.51K$2.91M
Fifth Third BancorpFITB41.16K$2.32M
Meritage Homes CorporationMTH42.39K$3.55M
YETI Holdings, Inc.YETI42.6K$2.11M