Stock Taper 
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cummins Inc. | CMI | 6.37K | $4.54M |
 Robert Half Inc. | RHI | 6.52K | $200.04K |
 Group 1 Automotive, Inc. | GPI | 6.6K | $1.92M |
 Atkore Inc. | ATKR | 6.67K | $507.26K |
 Masco Corporation | MAS | 6.71K | $545.67K |
 The Middleby Corporation | MIDD | 6.82K | $1.17M |
 PHINIA Inc. | PHIN | 6.9K | $568.52K |
 PBF Energy Inc. | PBF | 6.93K | $315.32K |
 Oceaneering International, Inc. | OII | 7.22K | $292.72K |
 Outfront Media Inc. | OUT | 7.28K | $238.56K |
 Blackstone Inc. | BX | 7.3K | $858.99K |
 ArcBest Corp | ARCB | 7.65K | $1.1M |
 ASE Technology Holding Co., Ltd. | ASX | 7.8K | $351.94K |
 Globant S.A. | GLOB | 8.15K | $235.8K |
 Ross Stores, Inc. | ROST | 8.37K | $1.78M |
 Valero Energy Corporation | VLO | 8.39K | $2.18M |
 Winnebago Industries, Inc. | WGO | 8.59K | $268.19K |
 KKR & Co. Inc. | KKR | 8.6K | $789.31K |
 WESCO International, Inc. | WCC | 8.79K | $3.04M |
 M/I Homes, Inc. | MHO | 9.02K | $1.45M |