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Portfolio (Quarterly) Guide ↗

Grantham, Mayo, Van Otterloo & Co. LLC

· CIK 0001352662
13F Portfolio $39.1B AUM 628 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 84 New 286 Added 213 Reduced 110 Exited
Page 15 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 24,715.0 $457K 0.00% +6K +32.1% $18.49 +17.6%
282 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 30,495.0 $422K 0.00% +14K +88.1% $13.85 -9.2%
283 PII POLARIS INC Consumer Cyclical 6,382.0 $348K 0.00% +2K +47.5% $54.50 +15.7%
284 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 11,182.0 $313K 0.00% +6K +108.2% $28.01 +8.9%
285 DCH DAUCH CORP Industrials 35,812.0 $212K 0.00% +10K +36.3% $5.93 +3.7%
286 SXC SUNCOKE ENERGY INC Energy 27,585.0 $180K +12K +79.9% $6.51 +21.0%
Page 15 of 15  ·  286 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.3%
Healthcare 23.8%
Communication Services 12.0%
Financial Services 10.3%
Consumer Cyclical 8.3%
Consumer Defensive 5.3%
Energy 3.0%
Industrials 2.9%
Basic Materials 2.6%
Utilities 0.4%