Grantham, Mayo, Van Otterloo & Co. LLC Q2 2019 Filing

Filed August 13, 2019

Portfolio Value

$14.2T

Holdings

698

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (698 positions)

#StockSharesValue% PortfolioType
101
INTERXION HOLDING N.V
296,000$22.5B0.16%
102
LIESUN LIFE FINL INC
542,941$22.5B0.16%
103
PFEPFIZER INC
516,142$22.4B0.16%
104
LMTLOCKHEED MARTIN CORP
61,332$22.3B0.16%
105
BRK/BBERKSHIRE HATHAWAY INC DEL
103,000$22.0B0.15%
106
CACCCREDIT ACCEP CORP MICH
45,200$21.9B0.15%
107
RDYDR REDDYS LABS LTD
575,008$21.5B0.15%
108
ELLAUDER ESTEE COS INC
110,635$20.3B0.14%
109
SHAKSHAKE SHACK INC
278,000$20.1B0.14%
110
INTUINTUIT
76,721$20.0B0.14%
111
FBCUSDFLAGSTAR BANCORP INC
592,200$19.6B0.14%
112
YUMCYUM CHINA HLDGS INC
415,500$19.2B0.14%
113
SANMSANMINA CORPORATION
628,600$19.0B0.13%
114
AMCRAMCOR PLC
1,648,982$18.9B0.13%
115
GEGGEO GROUP INC NEW
891,000$18.7B0.13%
116
FHIFEDERATED INVS INC PA
570,300$18.5B0.13%
117
ISRAEL CHEMICALS LTD
3,521,491$18.5B0.13%
118
MTGMGIC INVT CORP WIS
1,404,000$18.4B0.13%
119
ADPAUTOMATIC DATA PROCESSING IN
110,472$18.3B0.13%
120
QIWQIWI PLC
924,175$18.1B0.13%
121
PGRPROGRESSIVE CORP OHIO
224,807$18.0B0.13%
122
7HPHP INC
861,292$17.9B0.13%
123
MELLANOX TECHNOLOGIES LTD
161,791$17.9B0.13%
124
IDAIDACORP INC
177,300$17.8B0.13%
125
WKCWORLD FUEL SVCS CORP
492,571$17.7B0.12%
126
AFLAFLAC INC
321,988$17.6B0.12%
127
VSHVISHAY INTERTECHNOLOGY INC
1,063,300$17.6B0.12%
128
PORPORTLAND GEN ELEC CO
323,600$17.5B0.12%
129
GILDGILEAD SCIENCES INC
252,800$17.1B0.12%
130
ICLRICON PLC
108,690$16.7B0.12%
131
PDMPIEDMONT OFFICE REALTY TR IN
833,800$16.6B0.12%
132
EBEVENTBRITE INC
1,019,000$16.5B0.12%
133
NKENIKE INC
196,100$16.5B0.12%
134
CXWCORECIVIC INC
791,793$16.4B0.12%
135
MSIMOTOROLA SOLUTIONS INC
98,328$16.4B0.12%
136
TXNMPNM RES INC
320,800$16.3B0.11%
137
IEIINSIGHT ENTERPRISES INC
277,820$16.2B0.11%
138
SYKSTRYKER CORP
77,698$16.0B0.11%
139
GCI1EURGANNETT CO INC
1,934,105$15.8B0.11%
140
LSXMKUSDLIBERTY MEDIA CORP DELAWARE
405,559$15.4B0.11%
141
BLMNBLOOMIN BRANDS INC
797,484$15.1B0.11%
142
HELEHELEN OF TROY CORP LTD
112,300$14.7B0.10%
143
UVVUNIVERSAL CORP VA
238,093$14.5B0.10%
144
XLNXEURXILINX INC
120,473$14.2B0.10%
145
ANFABERCROMBIE & FITCH CO
852,885$13.7B0.10%
146
VALEVALE S A
995,900$13.4B0.09%
147
NWBINORTHWEST BANCSHARES INC MD
759,200$13.4B0.09%
148
ABRARBOR RLTY TR INC
1,100,800$13.3B0.09%
149
SAJACOMPANHIA DE SANEAMENTO BASI
1,092,639$13.3B0.09%
150
EBAEBAY INC
332,679$13.1B0.09%
151
CARSCARS COM INC
662,813$13.1B0.09%
152
FW2NBANNER CORP
240,300$13.0B0.09%
153
GJBSTEELCASE INC
751,888$12.9B0.09%
154
GPIGROUP 1 AUTOMOTIVE INC
156,889$12.8B0.09%
155
TLVGRUPO TELEVISA SA
1,481,874$12.5B0.09%
156
PGPROCTER AND GAMBLE CO
113,517$12.4B0.09%
157
DYHTARGET CORP
143,235$12.4B0.09%
158
CCEPCOCA COLA EUROPEAN PARTNERS
218,100$12.3B0.09%
159
ENVAENOVA INTL INC
534,444$12.3B0.09%
160
FSLRFIRST SOLAR INC
187,000$12.3B0.09%
161
ETNEATON CORP PLC
146,706$12.2B0.09%
162
K12 INC
401,011$12.2B0.09%
163
COSCNO FINL GROUP INC
729,300$12.2B0.09%
164
ESNTESSENT GROUP LTD
257,000$12.1B0.08%
165
DOOBRP INC
335,187$12.0B0.08%
166
HTEURHERSHA HOSPITALITY TR
709,700$11.7B0.08%
167
OXYOCCIDENTAL PETE CORP
232,400$11.7B0.08%Put
168
LIBERTY EXPEDIA HLDGS INC
240,559$11.5B0.08%
169
WTIW & T OFFSHORE INC
2,313,500$11.5B0.08%
170
SNPSSYNOPSYS INC
89,019$11.5B0.08%
171
CSGSCSG SYS INTL INC
230,253$11.2B0.08%
172
IOSPINNOSPEC INC
123,074$11.2B0.08%
173
SWN1EURSOUTHWESTERN ENERGY CO
3,551,476$11.2B0.08%
174
DBIDESIGNER BRANDS INC
582,300$11.2B0.08%
175
BAPCREDICORP LTD
48,500$11.1B0.08%
176
IPARINTER PARFUMS INC
166,880$11.1B0.08%
177
CORECORE MARK HOLDING CO INC
277,600$11.0B0.08%
178
BMYBRISTOL MYERS SQUIBB CO
241,800$11.0B0.08%
179
IRINGERSOLL-RAND PLC
85,948$10.9B0.08%
180
PSXPHILLIPS 66
115,472$10.8B0.08%
181
CMICUMMINS INC
63,036$10.8B0.08%
182
PMTPENNYMAC MTG INVT TR
489,800$10.7B0.08%
183
FINISAR CORP
467,120$10.7B0.08%
184
IBOCINTERNATIONAL BANCSHARES COR
281,900$10.6B0.07%
185
BIDUNBAIDU INC
89,310$10.5B0.07%
186
CDLXCARDLYTICS INC
400,000$10.4B0.07%
187
CDNSCADENCE DESIGN SYSTEM INC
146,534$10.4B0.07%
188
FSSFEDERAL SIGNAL CORP
378,943$10.1B0.07%
189
MTRNMATERION CORP
147,741$10.0B0.07%
190
NTESNETEASE INC
38,500$9.8B0.07%
191
HPEHEWLETT PACKARD ENTERPRISE C
656,514$9.8B0.07%
192
SCLSTEPAN CO
105,300$9.7B0.07%
193
CLCOLGATE PALMOLIVE CO
133,882$9.6B0.07%
194
A4SAMERIPRISE FINL INC
65,814$9.6B0.07%
195
TSNTYSON FOODS INC
118,121$9.5B0.07%
196
EDUNEW ORIENTAL ED & TECH GRP I
98,500$9.5B0.07%
197
BIIBBIOGEN INC
40,500$9.5B0.07%
198
ZM3ZUMIEZ INC
358,900$9.4B0.07%
199
AYATLANTICA YIELD PLC
403,832$9.2B0.06%
200
WUBAUSD58 COM INC
144,800$9.0B0.06%
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