Stock Taper

GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Avnet, Inc.AVT99.44K$8.83M
Noble Corporation PlcNE99.54K$3.71M
Kinder Morgan, Inc.KMI100.11K$3.2M
KB HomeKBH100.76K$6.31M
Gulfport Energy CorpGPOR102.2K$17.34M
Avantor, Inc.AVTR106.7K$1.06M
Perdoceo Education CorporationPRDO107.9K$3.45M
CDW CorporationCDW108.02K$15.19M
SLM CorporationSLM111.62K$2.9M
Blue Owl Capital CorporationOBDC112.32K$1.22M
PepsiCo, Inc.PEP112.5K$15.23M
Adobe Inc.ADBE114.7K$23.52M
CorVel CorporationCRVL116.02K$7.25M
Fox CorporationFOX116.82K$5.47M
Deckers Outdoor CorporationDECK117.38K$11.65M
SAP SESAP117.65K$18.13M
EA ELECTRONIC ARTS INCEA118.63K$24.32M
Bank of MontrealBMO120.05K$21.21M
Coca-Cola Consolidated, Inc.COKE120.8K$23.06M
Talos Energy Inc.TALO123.4K$1.59M