Grantham, Mayo, Van Otterloo & Co. LLC Q3 2017 Filing

Filed November 14, 2017

Portfolio Value

$17.1T

Holdings

537

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (537 positions)

#StockSharesValue% PortfolioType
101
DISDISNEY WALT CO
285,673$28.2B0.16%Put
102
SOHUNSOHU COM INC
500,060$27.2B0.16%
103
COMMERCEHUB INC
1,270,000$27.1B0.16%
104
CMCDN IMPERIAL BK COMM TORONTO
310,500$27.1B0.16%
105
SHLDEURSEARS HLDGS CORP
3,672,300$26.8B0.16%Put
106
BUDANHEUSER BUSCH INBEV SA/NV
222,600$26.6B0.16%
107
BIIBBIOGEN INC
81,480$25.5B0.15%Put
108
MRVLMARVELL TECHNOLOGY GROUP LTD
1,391,095$24.9B0.15%Put
109
WMTWAL-MART STORES INC
316,000$24.7B0.14%
110
CLCOLGATE PALMOLIVE CO
327,846$23.9B0.14%Put
111
PGRPROGRESSIVE CORP OHIO
489,750$23.7B0.14%
112
TMUST MOBILE US INC
367,794$22.7B0.13%Put
113
CSXCSX CORP
408,300$22.2B0.13%
114
BAXBAXTER INTL INC
350,900$22.0B0.13%
115
MCDMCDONALDS CORP
137,700$21.6B0.13%
116
SINA CORP
186,400$21.4B0.12%
117
EDUNEW ORIENTAL ED & TECH GRP I
240,600$21.2B0.12%
118
LILALIBERTY GLOBAL PLC
875,000$20.8B0.12%
119
AFLAFLAC INC
237,574$19.3B0.11%
120
UNUSDUNILEVER N V
362,973$18.6B0.11%Put
121
EBAEBAY INC
471,578$18.1B0.11%
122
RYROYAL BK CDA MONTREAL QUE
220,800$17.0B0.10%
123
A4SAMERIPRISE FINL INC
113,800$16.9B0.10%
124
BKRBAKER HUGHES A GE CO
457,200$16.7B0.10%Put
125
PHPARKER HANNIFIN CORP
94,330$16.5B0.10%
126
BBYBEST BUY INC
288,600$16.4B0.10%
127
PRUPRUDENTIAL FINL INC
154,000$16.4B0.10%
128
DEDEERE & CO
125,800$15.8B0.09%
129
SKMEURSK TELECOM LTD
623,309$15.3B0.09%
130
CMICUMMINS INC
91,040$15.3B0.09%
131
TELTE CONNECTIVITY LTD
183,600$15.3B0.09%
132
FCXFREEPORT-MCMORAN INC
1,077,605$15.1B0.09%Put
133
ITWILLINOIS TOOL WKS INC
101,912$15.1B0.09%
134
LEALEAR CORP
85,780$14.8B0.09%
135
PG4PRINCIPAL FINL GROUP INC
224,025$14.4B0.08%
136
SNPSSYNOPSYS INC
178,900$14.4B0.08%
137
DELPHI AUTOMOTIVE PLC
142,900$14.1B0.08%
138
IBMINTERNATIONAL BUSINESS MACHS
96,384$14.0B0.08%
139
MPCMARATHON PETE CORP
243,900$13.7B0.08%
140
ANDEAVOR
129,905$13.4B0.08%
141
ECECOPETROL S A
1,391,000$13.2B0.08%
142
CDNSCADENCE DESIGN SYSTEM INC
326,100$12.9B0.08%
143
PEGPUBLIC SVC ENTERPRISE GROUP
269,304$12.5B0.07%
144
VALEVALE S A
1,194,000$12.0B0.07%
145
COMMERCEHUB INC
530,000$12.0B0.07%
146
WMBWILLIAMS COS INC DEL
397,742$11.9B0.07%Put
147
FEFIRSTENERGY CORP
386,200$11.9B0.07%
148
PEOEXELON CORP
307,100$11.6B0.07%
149
LRCXEURLAM RESEARCH CORP
62,500$11.6B0.07%
150
LSCCLATTICE SEMICONDUCTOR CORP
2,204,400$11.5B0.07%
151
MRO*MARATHON OIL CORP
844,424$11.4B0.07%
152
BMOBANK MONTREAL QUE
150,200$11.3B0.07%
153
WBWEIBO CORP
114,540$11.3B0.07%
154
FISVFISERV INC
87,164$11.2B0.07%
155
EIXEDISON INTL
143,600$11.1B0.06%
156
TWTRUSDTWITTER INC
645,677$10.9B0.06%Put
157
CNPCENTERPOINT ENERGY INC
370,400$10.8B0.06%
158
STTSTATE STR CORP
112,675$10.8B0.06%
159
PVHPVH CORP
84,800$10.7B0.06%
160
VLOVALERO ENERGY CORP NEW
138,386$10.6B0.06%
161
INTUINTUIT
72,900$10.4B0.06%
162
AVYAVERY DENNISON CORP
105,047$10.3B0.06%
163
IMGIAMGOLD CORP
1,667,300$10.2B0.06%
164
HASHASBRO INC
103,653$10.1B0.06%
165
PVACUSDPENN VA CORP NEW
252,261$10.1B0.06%
166
HIGHARTFORD FINL SVCS GROUP INC
180,475$10.0B0.06%
167
FIZZNATIONAL BEVERAGE CORP
80,000$9.9B0.06%
168
DOXAMDOCS LTD
153,855$9.9B0.06%
169
SQMSOCIEDAD QUIMICA MINERA DE C
172,778$9.6B0.06%
170
SYYSYSCO CORP
177,800$9.6B0.06%
171
JNPJUNIPER NETWORKS INC
343,000$9.5B0.06%
172
CIBEURBANCOLOMBIA S A
208,000$9.5B0.06%
173
RJFRAYMOND JAMES FINANCIAL INC
112,400$9.5B0.06%
174
ATVIEURACTIVISION BLIZZARD INC
142,673$9.2B0.05%
175
HSTHOST HOTELS & RESORTS INC
497,200$9.2B0.05%
176
DOVDOVER CORP
97,700$8.9B0.05%
177
TROWPRICE T ROWE GROUP INC
95,105$8.6B0.05%
178
RCLROYAL CARIBBEAN CRUISES LTD
72,300$8.6B0.05%
179
NBISYANDEX N V
259,900$8.6B0.05%
180
MFCMANULIFE FINL CORP
411,600$8.3B0.05%
181
SEDGSOLAREDGE TECHNOLOGIES INC
283,655$8.1B0.05%
182
GLWCORNING INC
268,300$8.0B0.05%
183
LNCLINCOLN NATL CORP IND
108,703$8.0B0.05%
184
LYBLYONDELLBASELL INDUSTRIES N
77,180$7.6B0.04%
185
CHTCHUNGHWA TELECOM CO LTD
221,427$7.6B0.04%
186
CBRECBRE GROUP INC
195,300$7.4B0.04%
187
SPBSPECTRUM BRANDS HLDGS INC
69,021$7.3B0.04%
188
DR PEPPER SNAPPLE GROUP INC
75,108$6.6B0.04%
189
OSGAMBAC FINL GROUP INC
385,000$6.6B0.04%Put
190
PKGPACKAGING CORP AMER
57,900$6.6B0.04%
191
DXCDXC TECHNOLOGY CO
76,620$6.6B0.04%
192
REEVEREST RE GROUP LTD
27,304$6.2B0.04%
193
DISCAUSDDISCOVERY COMMUNICATNS NEW
291,800$6.2B0.04%Put
194
DELLDELL TECHNOLOGIES INC
80,216$6.2B0.04%
195
NINISOURCE INC
241,100$6.2B0.04%
196
CTXSEURCITRIX SYS INC
79,978$6.1B0.04%
197
GDGENERAL DYNAMICS CORP
29,640$6.1B0.04%
198
CXWCORECIVIC INC
223,200$6.0B0.03%
199
QIWQIWI PLC
348,600$5.9B0.03%
200
ENEL AMERICAS S A
573,040$5.9B0.03%
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