Stock Taper 
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Shell plc | SHEL | 201.04K | $15.59M |
 Nucor Corporation | NUE | 203.24K | $45.27M |
 Wells Fargo & Company | WFC | 204.63K | $16.91M |
 MGIC Investment Corporation | MTG | 208.27K | $5.87M |
 Trimble Inc. | TRMB | 209.55K | $10.72M |
 Acushnet Holdings Corp. | GOLF | 213.84K | $25.35M |
 The Allstate Corporation | ALL | 214.36K | $51M |
 NOV Inc. | NOV | 215.38K | $4M |
 Lululemon Athletica Inc. | LULU | 216.97K | $24.77M |
 Balchem Corp | BCPC | 217.13K | $36.68M |
 Advanced Drainage Systems, Inc. | WMS | 218.07K | $34.23M |
 Huntington Bancshares Incorporated | HBAN | 218.78K | $3.88M |
 Expand Energy Corporation | EXE | 218.94K | $19.97M |
 Radian Group Inc. | RDN | 219.36K | $8.26M |
 NextEra Energy, Inc. | NEE | 219.45K | $19.26M |
 WillScot Holdings Corporation | WSC | 220.38K | $6.36M |
 Badger Meter, Inc. | BMI | 229.64K | $34.07M |
 Capital One Financial Corporation | COF | 231.3K | $46.4M |
 Block, Inc. | XYZ | 231.76K | $17.61M |
 XPEL, Inc. | XPEL | 232.31K | $11.52M |