Stock Taper 
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Gilead Sciences, Inc. | GILD | 15.81K | $2M |
 Applied Materials, Inc. | AMAT | 15.64K | $11.31M |
 Cognex Corporation | CGNX | 15.4K | $1.12M |
 Invesco Ltd. | IVZ | 15.29K | $403.42K |
 Ethan Allen Interiors Inc. | ETD | 15.11K | $337.6K |
 Cars.com Inc. | CARS | 14.91K | $163.08K |
 Eastman Kodak Company | KODK | 14.58K | $134.84K |
 Old Dominion Freight Line, Inc. | ODFL | 14.55K | $3.15M |
 Apple Hospitality REIT, Inc. | APLE | 14.5K | $243.68K |
 First Commonwealth Financial Corporation | FCF | 13.51K | $274.7K |
 Universal Corporation | UVV | 13.45K | $701.84K |
 Orion S.A. | OEC | 13.44K | $89.11K |
 The Timken Company | TKR | 13.43K | $1.95M |
 Amphenol Corporation | APH | 13.25K | $2.34M |
 Acuity Brands, Inc. | AYI | 13.22K | $4.98M |
 NXP Semiconductors N.V. | NXPI | 12.86K | $3.61M |
 Douglas Elliman Inc. | DOUG | 12.74K | $22.55K |
 C.H. Robinson Worldwide, Inc. | CHRW | 12.74K | $2.4M |
 ManpowerGroup Inc. | MAN | 12.67K | $427.8K |
 Becton, Dickinson and Company | BDX | 12.66K | $1.92M |