Stock Taper 
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Norfolk Southern Corporation | NSC | 123.7K | $38.92M |
 Arcosa, Inc. | ACA | 126.28K | $18.35M |
 Onto Innovation Inc. | ONTO | 132.22K | $50.04M |
 Mondelez International, Inc. | MDLZ | 134.37K | $7.77M |
 Silicon Laboratories Inc. | SLAB | 134.53K | $29.4M |
 Matador Resources Company | MTDR | 134.87K | $6.71M |
 Ryanair Holdings plc | RYAAY | 134.89K | $8.73M |
 Clean Harbors, Inc. | CLH | 135.23K | $40.4M |
 Axcelis Technologies, Inc. | ACLS | 135.58K | $25.69M |
 The Hartford Insurance Group, Inc. | HIG | 136.57K | $18.1M |
 Apogee Therapeutics, Inc. | APGE | 137.4K | $18.24M |
 Primoris Services Corporation | PRIM | 138.71K | $13.75M |
 Diageo plc | DEO | 142.61K | $11.46M |
 Fluor Corporation | FLR | 144.12K | $7.55M |
 Cisco Systems, Inc. | CSCO | 144.86K | $17.01M |
 BHP Group Limited | BHP | 151.03K | $12.58M |
 First Solar, Inc. | FSLR | 151.43K | $35.73M |
 ASML Holding N.V. | ASML | 151.99K | $302.37M |
 The Kroger Co. | KR | 153.4K | $8.52M |
 Arch Capital Group Ltd. | ACGL | 156.24K | $15.16M |