MondegarAI
Grantham, Mayo, Van Otterloo & Co. LLC

Q1 2025 · 13F-HR

Grantham, Mayo, Van Otterloo & Co. LLCholdings as filed

Filed 2025-05-14 · accession 0001072613-25-000369

$31.72B
Reported value
615
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 615

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$1.80B5.66%4,783,085CommonSOLE
037833100AAPLAPPLE INC$1.49B4.68%6,685,574CommonSOLE
02079K305GOOGLALPHABET INC$1.21B3.82%7,833,961CommonSOLE
30303M102METAMETA PLATFORMS INC$1.19B3.75%2,065,452CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.17B3.67%2,224,346CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.13B3.56%6,812,787CommonSOLE
002824100ABTABBOTT LABS$1.08B3.39%8,107,583CommonSOLE
92826C839VVISA INC$1.04B3.29%2,974,829CommonSOLE
036752103ELVELEVANCE HEALTH INC$939.1M2.96%2,158,991CommonSOLE
68389X105ORCLORACLE CORP$847.9M2.67%6,064,857CommonSOLE
882508104TXNTEXAS INSTRS INC$817.7M2.58%4,550,245CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$761.3M2.40%2,439,748CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$724.5M2.28%1,456,080CommonSOLE
79466L302CRMSALESFORCE INC$715.7M2.26%2,666,810CommonSOLE
902973304USBUS BANCORP DEL$674.8M2.13%15,983,454CommonSOLE
023135106AMZNAMAZON COM INC$653.7M2.06%3,435,972CommonSOLE
512807306LRCXLAM RESEARCH CORP$624.7M1.97%8,593,334CommonSOLE
949746101WMT2WELLS FARGO CO NEW$601.7M1.90%8,381,408CommonSOLE
58933Y105MRKMERCK & CO INC$600.2M1.89%6,686,596CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$563.6M1.78%5,460,836CommonSOLE
191216100KOCOCA COLA CO$548.4M1.73%7,656,489CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$531.8M1.68%1,073,740CommonSOLE
125523100CITHE CIGNA GROUP$522.7M1.65%1,588,863CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$483.2M1.52%2,632,951CommonSOLE
872540109TJXTJX COS INC NEW$460.2M1.45%3,778,404CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$446.3M1.41%1,961,432CommonSOLE
532457108LLYELI LILLY & CO$399.6M1.26%483,800CommonSOLE
482480100KLACKLA CORP$376.4M1.19%553,642CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$339.5M1.07%2,006,545CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$328.2M1.03%4,504,427CommonSOLE
11135F101AVGOBROADCOM INC$291.3M0.92%1,739,562CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$147.3M0.46%10,634,826CommonNONE
D18190898DBDEUTSCHE BANK A G$134.6M0.42%5,712,019CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$130.3M0.41%13,905,755CommonSOLE
56501R106MFCMANULIFE FINL CORP$115.7M0.36%3,712,522CommonSOLE
237266101DARDARLING INGREDIENTS INC$114.3M0.36%3,657,826CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$101.2M0.32%2,446,034CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$96.5M0.30%2,428,090CommonSOLE
500688106KOSKOSMOS ENERGY LTD$90.9M0.29%39,887,828CommonSOLE
03852U106ARMKARAMARK$83.3M0.26%2,412,799CommonSOLE
37733W204GSKGSK PLC$82.9M0.26%2,140,671CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$81.9M0.26%1,805,971CommonSOLE
369604301GEGE AEROSPACE$79.5M0.25%397,408CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$74.1M0.23%4,576,842CommonSOLE
717081103PFEPFIZER INC$73.0M0.23%2,880,126CommonSOLE
060505104BACBANK AMERICA CORP$68.3M0.22%1,635,702CommonSOLE
86771W105RUNSUNRUN INC$67.6M0.21%11,530,856CommonSOLE
20030N101CMCSACOMCAST CORP NEW$66.3M0.21%1,795,820CommonSOLE
126650100CVSCVS HEALTH CORP$63.8M0.20%941,367CommonSOLE
172967424CCITIGROUP INC$62.2M0.20%875,887CommonSOLE
742718109PGPROCTER AND GAMBLE CO$61.6M0.19%361,181CommonSOLE
17275R102CSCOCISCO SYS INC$61.0M0.19%988,222CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$58.8M0.19%239,659CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$57.5M0.18%1,641,878CommonSOLE
278642103EBAYEBAY INC.$56.9M0.18%840,673CommonSOLE
012653101ALBALBEMARLE CORP$56.8M0.18%788,606CommonSOLE
30231G102XOMEXXON MOBIL CORP$55.3M0.17%465,370CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$54.9M0.17%1,179,408CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$54.6M0.17%219,658CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$54.2M0.17%466,114CommonSOLE
N82405106STLASTELLANTIS N.V$54.2M0.17%4,886,543CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$53.4M0.17%1,215,594CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$52.9M0.17%83,330CommonSOLE
650111107NYTNEW YORK TIMES CO$50.9M0.16%1,026,386CommonSOLE
038336103ATRAPTARGROUP INC$50.9M0.16%342,817CommonSOLE
37045V100GMGENERAL MTRS CO$49.4M0.16%1,051,444CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$49.3M0.16%10,125,327CommonSOLE
057665200BCPCBALCHEM CORP$49.2M0.16%296,303CommonSOLE
42809H107HESHESS CORP$48.7M0.15%305,026CommonSOLE
513847103MZTILANCASTER COLONY CORP$48.1M0.15%274,995CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$47.8M0.15%624,203CommonSOLE
15135B101CNCCENTENE CORP DEL$47.6M0.15%783,671CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$47.1M0.15%4,219,316CommonSOLE
861012102STMSTMICROELECTRONICS N V$47.0M0.15%2,141,826CommonSOLE
980745103WWDWOODWARD INC$46.9M0.15%257,196CommonSOLE
02361E108AMRCAMERESCO INC$46.5M0.15%3,846,931CommonSOLE
767204100RIORIO TINTO PLC$46.4M0.15%772,076CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$46.2M0.15%708,072CommonSOLE
166764100CVXCHEVRON CORP NEW$46.2M0.15%275,920CommonSOLE
231561101CWCURTISS WRIGHT CORP$45.9M0.14%144,735CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$45.4M0.14%1,199,168CommonSOLE
75524B104RBCRBC BEARINGS INC$45.3M0.14%140,875CommonSOLE
336433107FSLRFIRST SOLAR INC$45.3M0.14%358,507CommonSOLE
458140100INTCINTEL CORP$45.2M0.14%1,990,387CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$45.1M0.14%251,271CommonSOLE
609207105MDLZMONDELEZ INTL INC$44.9M0.14%662,381CommonSOLE
747525103QCOMQUALCOMM INC$44.9M0.14%292,348CommonSOLE
891160509TDTORONTO DOMINION BK ONT$44.3M0.14%739,032CommonSOLE
683715106OTEXOPEN TEXT CORP$43.9M0.14%1,740,076CommonSOLE
66987V109NVSNOVARTIS AG$43.7M0.14%392,151CommonSOLE
65290E101NXTNEXTRACKER INC$43.7M0.14%1,036,814CommonSOLE
231021106CMICUMMINS INC$43.4M0.14%138,411CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$43.3M0.14%818,293CommonSOLE
379577208GMEDGLOBUS MED INC$43.1M0.14%589,277CommonSOLE
345370860FFORD MTR CO$43.0M0.14%4,288,467CommonSOLE
40434L105HPQHP INC$42.9M0.14%1,549,840CommonSOLE
85914M107STEPSTEPSTONE GROUP INC$42.1M0.13%806,596CommonSOLE
438128308HMCHONDA MOTOR LTD$41.7M0.13%1,535,954CommonSOLE
172755100CRUSCIRRUS LOGIC INC$41.3M0.13%414,649CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$41.3M0.13%559,775CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$41.2M0.13%379,189CommonSOLE
78709Y105SAIASAIA INC$41.2M0.13%117,840CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$41.0M0.13%310,297CommonSOLE
H50430232LOGILOGITECH INTL S A$40.8M0.13%488,022CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$39.5M0.12%231,533CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$39.4M0.12%358,160CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$39.2M0.12%488,712CommonSOLE
559222401MGAMAGNA INTL INC$39.0M0.12%1,147,196CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$38.8M0.12%278,273CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$38.5M0.12%811,591CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$38.5M0.12%476,501CommonSOLE
441593100HLIHOULIHAN LOKEY INC$36.9M0.12%228,431CommonSOLE
693718108PCARPACCAR INC$36.7M0.12%376,736CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$36.4M0.11%378,737CommonSOLE
29355A107ENPHENPHASE ENERGY INC$36.1M0.11%582,340CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$36.1M0.11%2,336,399CommonSOLE
302941109FCNFTI CONSULTING INC$35.9M0.11%218,647CommonSOLE
500754106KHCKRAFT HEINZ CO$35.6M0.11%1,170,620CommonSOLE
23331A109DHID R HORTON INC$35.3M0.11%277,756CommonSOLE
001084102AGCOAGCO CORP$35.0M0.11%378,427CommonSOLE
65340P106NXENEXGEN ENERGY LTD$35.0M0.11%7,812,454CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$35.0M0.11%509,361CommonSOLE
683344105ONTOONTO INNOVATION INC$34.5M0.11%284,587CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$34.2M0.11%62,621CommonSOLE
67077M108NTRNUTRIEN LTD$34.1M0.11%687,254CommonSOLE
526057104LENLENNAR CORP$34.0M0.11%296,534CommonSOLE
256677105DGDOLLAR GEN CORP NEW$34.0M0.11%386,712CommonSOLE
127203107WHDCACTUS INC$33.9M0.11%740,021CommonSOLE
099724106BWABORGWARNER INC$33.9M0.11%1,182,047CommonSOLE
670346105NUENUCOR CORP$32.7M0.10%271,412CommonSOLE
682189105ONON SEMICONDUCTOR CORP$32.5M0.10%798,814CommonSOLE
83444M101SOLVSOLVENTUM CORP$32.5M0.10%426,814CommonSOLE
22052L104CTVACORTEVA INC$32.3M0.10%512,997CommonSOLE
20825C104COPCONOCOPHILLIPS$32.0M0.10%304,365CommonSOLE
02079K107GOOGALPHABET INC$31.7M0.10%202,770CommonSOLE
741511109PSMTPRICESMART INC$31.0M0.10%352,890CommonSOLE
745867101PHMPULTE GROUP INC$30.8M0.10%299,703CommonSOLE
89531P105TREXTREX CO INC$30.3M0.10%521,084CommonSOLE
26875P101EOGEOG RES INC$29.8M0.09%232,455CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$29.7M0.09%422,537CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$29.7M0.09%386,701CommonSOLE
858119100STLDSTEEL DYNAMICS INC$29.4M0.09%235,329CommonSOLE
354613101BENFRANKLIN RESOURCES INC$29.3M0.09%1,519,784CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$28.8M0.09%579,387CommonSOLE
466032109JJSFJ & J SNACK FOODS CORP$28.7M0.09%218,143CommonSOLE
857477103STTSTATE STR CORP$28.4M0.09%317,284CommonSOLE
000360206AAONAAON INC$28.2M0.09%360,377CommonSOLE
47215P106JDJD.COM INC$28.1M0.09%683,082CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$28.0M0.09%329,080CommonSOLE
02005N100ALLYALLY FINL INC$27.9M0.09%764,621CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$27.3M0.09%761,040CommonSOLE
681919106OMCOMNICOM GROUP INC$27.3M0.09%328,921CommonSOLE
12504L109CBRECBRE GROUP INC$26.9M0.08%206,024CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$26.9M0.08%902,956CommonSOLE
92340V107016VEREN INC$25.9M0.08%3,908,929CommonSOLE
05478C105AZEKAZEK CO INC$25.8M0.08%528,713CommonSOLE
56117J100MBUUMALIBU BOATS INC$25.8M0.08%840,963CommonSOLE
35137L204FOXFOX CORP$25.8M0.08%489,374CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$25.6M0.08%152,191CommonSOLE
G3323L100FNFABRINET$25.5M0.08%129,102CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$25.5M0.08%203,746CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$25.4M0.08%393,455CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$25.3M0.08%441,173CommonSOLE
92556V106VTRSVIATRIS INC$25.1M0.08%2,880,677CommonSOLE
19247A100CNSCOHEN & STEERS INC$24.8M0.08%308,689CommonSOLE
45337C102INCYINCYTE CORP$24.7M0.08%408,682CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$24.6M0.08%148,005CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$24.5M0.08%266,949CommonSOLE
393222104GPREGREEN PLAINS INC$24.2M0.08%4,983,991CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$24.1M0.08%477,000CommonSOLE
852234103XYZBLOCK INC$23.8M0.07%437,423CommonSOLE
501044101KRKROGER CO$23.4M0.07%346,057CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$23.4M0.07%748,629CommonSOLE
48282T104KAIKADANT INC$23.3M0.07%69,278CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$22.8M0.07%173,001CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$22.3M0.07%129,963CommonSOLE
703395103PDCOEURPATTERSON COS INC$22.0M0.07%705,469CommonSOLE
60770K107MRNAMODERNA INC$21.6M0.07%763,253CommonSOLE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$21.4M0.07%1,638,116CommonSOLE
46434G822EWJISHARES INC$21.3M0.07%311,177CommonSOLE
G0176J109ALLEALLEGION PLC$21.3M0.07%163,150CommonSOLE
29414B104EPAMEPAM SYS INC$20.9M0.07%123,735CommonSOLE
67066G104NVDANVIDIA CORPORATION$20.9M0.07%192,601CommonSOLE
595112103MUMICRON TECHNOLOGY INC$20.7M0.07%237,989CommonSOLE
70435P102PAYCOR HCM INC$20.6M0.06%916,082CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP$20.5M0.06%13,228,248CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$20.3M0.06%89,179CommonSOLE
30034T103G2CEVERI HLDGS INC$20.0M0.06%1,462,428CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$19.8M0.06%160,203CommonSOLE
00922R105ATSG*AIR TRANSPORT SERVICES GRP I$19.7M0.06%879,207CommonSOLE
N20944109CNHCNH INDL N V$19.3M0.06%1,573,022CommonSOLE
653656108NICENICE LTD$19.1M0.06%124,012CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$19.1M0.06%547,200CommonSOLE
025816109AXPAMERICAN EXPRESS CO$18.9M0.06%70,195CommonSOLE
G3223R108EGEVEREST GROUP LTD$18.8M0.06%51,789CommonSOLE
404280406HSBCHSBC HLDGS PLC$18.7M0.06%326,076CommonSOLE
552848103MTGMGIC INVT CORP WIS$16.5M0.05%666,505CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$16.5M0.05%343,589CommonSOLE
116794108BRKRBRUKER CORP$16.2M0.05%388,272CommonSOLE
G3075P101ESGRUSDENSTAR GROUP LIMITED$15.7M0.05%47,093CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$15.5M0.05%184,576CommonSOLE
87612E106TGTTARGET CORP$15.4M0.05%147,569CommonSOLE
171779309CIENCIENA CORP$15.3M0.05%252,853CommonSOLE
023436108AMEDAMEDISYS INC$15.2M0.05%164,064CommonSOLE
G5960L103MDTMEDTRONIC PLC$15.2M0.05%168,942CommonSOLE
443510607HUBBHUBBELL INC$15.1M0.05%45,512CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$15.0M0.05%85,397CommonSOLE
093671105HRBBLOCK H & R INC$15.0M0.05%273,121CommonSOLE
515098101LSTRLANDSTAR SYS INC$14.7M0.05%97,886CommonSOLE
35137L105FOXAFOX CORP$14.7M0.05%259,307CommonSOLE
61945C103MOSMOSAIC CO NEW$14.5M0.05%537,895CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$14.5M0.05%342,900CommonSOLE
370334104GISGENERAL MLS INC$13.9M0.04%233,021CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$13.1M0.04%206,104CommonSOLE
655664100JWNUSDNORDSTROM INC$12.8M0.04%524,556CommonSOLE
487836108KKELLANOVA$12.8M0.04%154,809CommonSOLE
640491106NEOGNEOGEN CORP$12.5M0.04%1,441,507CommonSOLE
444859102HUMHUMANA INC$12.4M0.04%46,803CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$12.3M0.04%443,564CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$12.0M0.04%169,736CommonSOLE
31428X106FDXFEDEX CORP$11.8M0.04%48,352CommonSOLE
925652109VICIVICI PPTYS INC$11.8M0.04%361,040CommonSOLE
151290889CXCEMEX SAB DE CV$11.8M0.04%2,095,969CommonSOLE
750236101RDNRADIAN GROUP INC$11.7M0.04%352,782CommonSOLE
902494103TSNTYSON FOODS INC$11.4M0.04%178,803CommonSOLE
617446448MSMORGAN STANLEY$11.3M0.04%97,110CommonSOLE
086516101BBYBEST BUY INC$11.1M0.03%150,358CommonSOLE
L00849106AGROADECOAGRO S A$11.0M0.03%985,375CommonSOLE
G5568L109LZMLIFEZONE METALS LIMITED$10.7M0.03%2,550,100CommonSOLE
69047Q102OVVOVINTIV INC$10.6M0.03%248,162CommonSOLE
30161N101EXCEXELON CORP$10.6M0.03%230,197CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$10.6M0.03%173,396CommonSOLE
009158106APDAIR PRODS & CHEMS INC$10.5M0.03%35,617CommonSOLE
373737105GGBGERDAU SA$10.3M0.03%3,629,576CommonSOLE
22266T109CPNGCOUPANG INC$10.1M0.03%462,065CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$10.1M0.03%19,761CommonSOLE
55261F104MTBM & T BK CORP$10.1M0.03%56,603CommonSOLE
001055102AFLAFLAC INC$10.1M0.03%90,978CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$10.1M0.03%72,100CommonSOLE
780259305SHELSHELL PLC$9.9M0.03%135,379CommonSOLE
038222105AMATAPPLIED MATLS INC$9.9M0.03%68,268CommonSOLE
402635502GPORGULFPORT ENERGY CORP$9.9M0.03%53,639CommonSOLE
78454L100SMSM ENERGY CO$9.9M0.03%329,105CommonSOLE
384313508EAFEURGRAFTECH INTL LTD$9.8M0.03%11,261,040CommonSOLE
920253101VMIVALMONT INDS INC$9.8M0.03%34,338CommonSOLE
91529Y106UNMUNUM GROUP$9.7M0.03%119,116CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$9.5M0.03%118,350CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$9.4M0.03%602,137CommonSOLE
931142103WMTWALMART INC$9.3M0.03%106,312CommonSOLE
247361702DALDELTA AIR LINES INC DEL$9.2M0.03%210,086CommonSOLE
98379L100XPELXPEL INC$9.2M0.03%311,739CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$9.1M0.03%812,933CommonSOLE
690742101OCOWENS CORNING NEW$9.0M0.03%63,324CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$9.0M0.03%315,091CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$8.9M0.03%146,763CommonSOLE
G87052109TELTE CONNECTIVITY PLC$8.6M0.03%61,129CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$8.6M0.03%94,619CommonSOLE
883203101TXTTEXTRON INC$8.4M0.03%116,394CommonSOLE
88031M109TSTENARIS S A$8.4M0.03%213,574CommonSOLE
92338C103VLTOVERALTO CORP$8.3M0.03%85,506CommonSOLE
H2906T109GRMNGARMIN LTD$8.3M0.03%38,210CommonSOLE
517097101LGOLARGO INC$8.1M0.03%5,050,356CommonSOLE
11271J107BNBROOKFIELD CORP$8.0M0.03%153,518CommonSOLE
227046109CROXCROCS INC$8.0M0.03%74,869CommonSOLE
904767704UNILEVER PLC$7.7M0.02%129,186CommonSOLE
053807103AVTAVNET INC$7.6M0.02%158,985CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$7.6M0.02%482,203CommonSOLE
06738E204BCSBARCLAYS PLC$7.5M0.02%485,111CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$7.4M0.02%21,970CommonSOLE
256135203RDYDR REDDYS LABS LTD$7.4M0.02%558,135CommonSOLE
923725105VETVERMILION ENERGY INC$7.2M0.02%882,801CommonSOLE
78442P106SLMSLM CORP$7.1M0.02%241,877CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$7.0M0.02%320,088CommonSOLE
959802109WUWESTERN UN CO$6.9M0.02%656,000CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$6.9M0.02%156,444CommonNONE
713448108PEPPEPSICO INC$6.9M0.02%45,881CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$6.7M0.02%22,010CommonSOLE
285512109EAELECTRONIC ARTS INC$6.6M0.02%45,625CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$6.5M0.02%143,392CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$6.4M0.02%171,341CommonSOLE
963320106WHRWHIRLPOOL CORP$6.4M0.02%70,913CommonSOLE
209115104EDCONSOLIDATED EDISON INC$6.4M0.02%57,657CommonSOLE
803054204SAPSAP SE$6.3M0.02%23,429CommonSOLE
68622V106OGNORGANON & CO$6.2M0.02%416,706CommonSOLE
042735100ARWARROW ELECTRS INC$6.2M0.02%59,751CommonSOLE
G491BT108IVZINVESCO LTD$6.1M0.02%401,508CommonSOLE
521865204LEALEAR CORP$6.1M0.02%68,931CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$6.0M0.02%44,544CommonSOLE
H11356104BGBUNGE GLOBAL SA$6.0M0.02%78,555CommonSOLE
G3265R107APTVAPTIV PLC$6.0M0.02%100,605CommonSOLE
29275Y102ENSENERSYS$6.0M0.02%65,024CommonSOLE
00206R102TAT&T INC$5.9M0.02%210,049CommonSOLE
29357K103ENVAENOVA INTL INC$5.8M0.02%60,131CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$5.5M0.02%180,297CommonSOLE
688239201OSKOSHKOSH CORP$5.3M0.02%56,841CommonSOLE
48666K109KBHKB HOME$5.3M0.02%91,788CommonSOLE
12532H104GIBCGI INC$5.1M0.02%51,039CommonNONE
020002101ALLALLSTATE CORP$5.1M0.02%24,554CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$5.0M0.02%13,205CommonSOLE
H1467J104CBCHUBB LIMITED$5.0M0.02%16,671CommonSOLE
05329W102ANAUTONATION INC$5.0M0.02%31,069CommonSOLE
G3922B107GGENPACT LIMITED$5.0M0.02%98,672CommonSOLE
063671101BMOBANK MONTREAL QUE$4.9M0.02%50,807CommonSOLE
405552100HLNHALEON PLC$4.7M0.01%454,182CommonSOLE
02209S103MOALTRIA GROUP INC$4.6M0.01%77,042CommonSOLE
05278C107ATHMAUTOHOME INC$4.6M0.01%166,069CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$4.6M0.01%126,472CommonSOLE
89832Q109TFCTRUIST FINL CORP$4.6M0.01%110,848CommonSOLE
693483109PKXPOSCO HOLDINGS INC$4.5M0.01%95,467CommonSOLE
05968L102CIBEURBANCOLOMBIA S A$4.5M0.01%112,205CommonSOLE
G7S00T104PNRPENTAIR PLC$4.5M0.01%51,277CommonSOLE
693506107PPGPPG INDS INC$4.5M0.01%40,780CommonSOLE
N70544106PL0PLAYA HOTELS & RESORTS NV$4.4M0.01%333,066CommonSOLE
89151E109TTENTOTALENERGIES SE$4.4M0.01%67,941CommonSOLE
74347M108PUMPPROPETRO HLDG CORP$4.4M0.01%595,067CommonSOLE
281020107EIXEDISON INTL$4.3M0.01%73,567CommonSOLE
71363P106PRDOPERDOCEO ED CORP$4.3M0.01%171,308CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$4.3M0.01%41,670CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$4.3M0.01%25,365CommonSOLE
948596101WBWEIBO CORP$4.3M0.01%449,001CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$4.2M0.01%72,566CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$4.2M0.01%41,434CommonSOLE
911363109URIUNITED RENTALS INC$4.1M0.01%6,589CommonSOLE
40415F101HDBHDFC BANK LTD$4.1M0.01%61,680CommonSOLE
81141R100SESEA LTD$4.0M0.01%30,959CommonNONE
149123101CATCATERPILLAR INC$4.0M0.01%12,236CommonSOLE
565394103CARTMAPLEBEAR INC$3.9M0.01%97,910CommonSOLE
29269R105EFXTENERFLEX LTD$3.9M0.01%502,500CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$3.9M0.01%84,693CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$3.8M0.01%111,126CommonSOLE
74022D407PDSPRECISION DRILLING CORP$3.8M0.01%81,500CommonSOLE
Y10230103BWLPBW LPG LTD$3.7M0.01%341,417CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3.6M0.01%22,840CommonSOLE
48241A105KBKB FINL GROUP INC$3.6M0.01%66,016CommonSOLE
201723103CMCCOMMERCIAL METALS CO$3.5M0.01%76,156CommonSOLE
088606108BHPBHP GROUP LTD$3.5M0.01%72,046CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.5M0.01%20,113CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$3.5M0.01%89,428CommonSOLE
314211103FHIFEDERATED HERMES INC$3.4M0.01%84,168CommonSOLE
M53213100ICLICL GROUP LTD$3.4M0.01%611,065CommonSOLE
705015105PSOPEARSON PLC$3.3M0.01%205,329CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$3.3M0.01%23,562CommonSOLE
59001A102MTHMERITAGE HOMES CORP$3.2M0.01%45,067CommonSOLE
88579Y101MMM3M CO$3.1M0.01%21,363CommonSOLE
693656100PVHPVH CORPORATION$3.1M0.01%47,967CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$3.0M0.01%15,937CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$3.0M0.01%547,910CommonSOLE
624756102MLIMUELLER INDS INC$3.0M0.01%39,542CommonSOLE
00770K202AMTXAEMETIS INC$3.0M0.01%1,728,412CommonSOLE
29446M102EQNREQUINOR ASA$3.0M0.01%113,254CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$3.0M0.01%207,465CommonSOLE
15101Q207CLSCELESTICA INC$2.9M0.01%36,883CommonNONE
82509L107SHOPSHOPIFY INC$2.9M0.01%30,100CommonSOLE
871607107SNPSSYNOPSYS INC$2.8M0.01%6,610CommonSOLE
456788108INFYINFOSYS LTD$2.8M0.01%152,257CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$2.7M0.01%181,503CommonSOLE
380237107GDDYGODADDY INC$2.7M0.01%14,812CommonSOLE
205887102CAGCONAGRA BRANDS INC$2.6M0.01%98,764CommonSOLE
670100205NVONOVO-NORDISK A S$2.6M0.01%37,617CommonSOLE
127190304CACICACI INTL INC$2.6M0.01%7,039CommonSOLE
501889208LKQLKQ CORP$2.6M0.01%60,471CommonSOLE
731068102PIIPOLARIS INC$2.6M0.01%62,731CommonSOLE
374396406GEVOGEVO INC$2.6M0.01%2,208,825CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.5M0.01%17,875CommonSOLE
N07059210ASMLASML HOLDING N V$2.5M0.01%3,831CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$2.3M0.01%171,168CommonSOLE
244199105DEDEERE & CO$2.3M0.01%4,909CommonSOLE
384637104GHCGRAHAM HLDGS CO$2.2M0.01%2,275CommonSOLE
87265H109T86TRI POINTE HOMES INC$2.2M0.01%67,883CommonSOLE
570535104MKLMARKEL GROUP INC$2.2M0.01%1,153CommonSOLE
453038408IMOIMPERIAL OIL LTD$2.2M0.01%29,777CommonSOLE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$2.1M0.01%106,927CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.1M0.01%453CommonNONE
G8068L108SNSHARKNINJA INC$2.1M0.01%24,896CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$2.1M0.01%140,888CommonSOLE
25243Q205DEODIAGEO PLC$2.1M0.01%19,669CommonSOLE
81211K100SDASEALED AIR CORP NEW$2.1M0.01%71,141CommonSOLE
64110L106NFLXNETFLIX INC$2.0M0.01%2,157CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.0M0.01%2,101CommonNONE
80105N105SNYSANOFI$2.0M0.01%35,808CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.9M0.01%26,591CommonSOLE
456837103INGING GROEP N.V.$1.9M0.01%95,178CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.8M0.01%19,629CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$1.8M0.01%11,458CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$1.8M0.01%27,298CommonSOLE
26210C104DBXDROPBOX INC$1.8M0.01%65,799CommonSOLE
86333M108LRNSTRIDE INC$1.7M0.01%13,420CommonSOLE
62482R10707WAMR COOPER GROUP INC$1.7M0.01%14,081CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$1.7M0.01%15,465CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$1.6M0.01%72,813CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$1.6M0.01%210,698CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$1.5M0.00%26,739CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$1.5M0.00%17,674CommonSOLE
302491303FMCFMC CORP$1.5M0.00%34,874CommonSOLE
126408103CSXCSX CORP$1.5M0.00%49,526CommonSOLE
88160R101TSLATESLA INC$1.5M0.00%5,607CommonNONE
G2519Y108BAPCREDICORP LTD$1.5M0.00%7,800CommonSOLE
907818108UNPUNION PAC CORP$1.4M0.00%6,067CommonNONE
88706T108TIMBTIM S A$1.4M0.00%90,415CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.00%2,648CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$1.4M0.00%4,257CommonSOLE
20602D101CNXCCONCENTRIX CORP$1.4M0.00%25,134CommonSOLE
887389104TKRTIMKEN CO$1.4M0.00%19,207CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1.4M0.00%33,572CommonSOLE
28035Q102EPCEDGEWELL PERS CARE CO$1.4M0.00%43,990CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$1.4M0.00%31,978CommonSOLE
00724F101ADBEADOBE INC$1.3M0.00%3,519CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.00%2,423CommonNONE
59156R108METMETLIFE INC$1.3M0.00%16,345CommonNONE
204409601CIGCIA ENERGETICA DE MINAS GERA$1.3M0.00%739,324CommonNONE
457187102INGRINGREDION INC$1.3M0.00%9,608CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$1.3M0.00%15,530CommonSOLE
74051N1022655957DPREMIER INC$1.3M0.00%65,566CommonSOLE
580135101MCDMCDONALDS CORP$1.3M0.00%4,020CommonNONE
09290D101BLKBLACKROCK INC$1.3M0.00%1,324CommonNONE
629209305NMIHNMI HLDGS INC$1.2M0.00%34,459CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.2M0.00%14,250CommonNONE
437076102HDHOME DEPOT INC$1.2M0.00%3,353CommonNONE
00287Y109ABBVABBVIE INC$1.2M0.00%5,852CommonNONE
833034101SNASNAP ON INC$1.2M0.00%3,634CommonSOLE
889478103TOLTOLL BROTHERS INC$1.2M0.00%11,580CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.2M0.00%15,605CommonNONE
G54950103LINLINDE PLC$1.2M0.00%2,619CommonNONE
461202103INTUINTUIT$1.2M0.00%1,984CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.2M0.00%12,717CommonSOLE
872590104TMUST-MOBILE US INC$1.2M0.00%4,557CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$1.2M0.00%19,967CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$1.2M0.00%37,006CommonSOLE
097023105BABOEING CO$1.2M0.00%7,013CommonNONE
047649108ATKRATKORE INC$1.2M0.00%19,806CommonSOLE
548661107LOWLOWES COS INC$1.2M0.00%5,077CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.00%2,632CommonNONE
235851102DHRDANAHER CORPORATION$1.2M0.00%5,734CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.2M0.00%3,184CommonNONE
031162100AMGNAMGEN INC$1.2M0.00%3,764CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.2M0.00%5,388CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.2M0.00%4,283CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.2M0.00%9,548CommonNONE
375558103GILDGILEAD SCIENCES INC$1.2M0.00%10,370CommonNONE
505336107LZBLA Z BOY INC$1.2M0.00%29,628CommonSOLE
855244109SBUXSTARBUCKS CORP$1.2M0.00%11,784CommonNONE
842587107SOSOUTHERN CO$1.2M0.00%12,558CommonNONE
75513E101RTXRTX CORPORATION$1.2M0.00%8,703CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.00%13,553CommonNONE
438516106HONHONEYWELL INTL INC$1.1M0.00%5,397CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.00%11,049CommonNONE
254687106DISDISNEY WALT CO$1.1M0.00%11,501CommonNONE
91912E105VALEVALE S A$1.1M0.00%113,737CommonSOLE
291011104EMREMERSON ELEC CO$1.1M0.00%10,348CommonNONE
81762P102NOWSERVICENOW INC$1.1M0.00%1,421CommonNONE
62944T105NVRNVR INC$1.1M0.00%155CommonSOLE
55616P104MMACYS INC$1.1M0.00%89,298CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$1.1M0.00%6,716CommonNONE
68268W103OMFONEMAIN HLDGS INC$1.1M0.00%22,592CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.1M0.00%15,272CommonNONE
858155203GJBSTEELCASE INC$1.0M0.00%93,858CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$1.0M0.00%8,121CommonSOLE
800363103SD2SANDY SPRING BANCORP INC$1.0M0.00%35,815CommonSOLE
654106103NKENIKE INC$978,9250.00%15,421CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$978,6760.00%256,198CommonSOLE
38526M106LOPEGRAND CANYON ED INC$945,5540.00%5,465CommonSOLE
680223104ORIOLD REP INTL CORP$942,6920.00%24,036CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$935,0950.00%3,415CommonSOLE
55305B101MHOM/I HOMES INC$917,7790.00%8,038CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$897,0980.00%17,416CommonSOLE
141788109CARGCARGURUS INC$890,2710.00%30,562CommonSOLE
830566105SKAASKECHERS U S A INC$886,4490.00%15,612CommonSOLE
76122Q105RGPRESOURCES CONNECTION INC$881,8140.00%134,834CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$879,8420.00%8,052CommonSOLE
651587107NEUNEWMARKET CORP$865,5360.00%1,528CommonSOLE
65158N102NMRKNEWMARK GROUP INC$843,6370.00%69,321CommonSOLE
46591M109JOYYJOYY INC$839,6000.00%20,000CommonSOLE
57686G105MATXMATSON INC$820,0320.00%6,398CommonSOLE
052800109ALVAUTOLIV INC$812,3250.00%9,184CommonSOLE
12621E103CNOCNO FINL GROUP INC$797,8890.00%19,157CommonSOLE
500255104KSSKOHLS CORP$784,1180.00%95,858CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$783,8110.00%24,433CommonSOLE
00081T108ACCOACCO BRANDS CORP$783,5010.00%186,993CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$777,4570.00%2,522CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$776,1440.00%16,767CommonSOLE
384802104GWWGRAINGER W W INC$757,6660.00%767CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$746,9530.00%40,202CommonSOLE
30034W106EVRGEVERGY INC$741,6950.00%10,757CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$737,7480.00%18,663CommonSOLE
29364G103ETRENTERGY CORP NEW$734,0170.00%8,586CommonSOLE
104674106BRCBRADY CORP$728,2980.00%10,310CommonSOLE
146229109CRICARTERS INC$727,7750.00%17,794CommonSOLE
743315103PGRPROGRESSIVE CORP$727,6190.00%2,571CommonSOLE
928254101VIRTVIRTU FINL INC$723,9750.00%18,992CommonSOLE
233331107DTEDTE ENERGY CO$719,5570.00%5,204CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$718,2960.00%2,400CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$717,6900.00%14,100CommonSOLE
92936U109WPCWP CAREY INC$711,3130.00%11,271CommonSOLE
98978V103ZTSZOETIS INC$707,9950.00%4,300CommonSOLE
863667101SYKSTRYKER CORPORATION$704,2970.00%1,892CommonSOLE
248019101DLXDELUXE CORP$704,0670.00%44,533CommonSOLE
023608102AEEAMEREN CORP$703,3020.00%7,005CommonSOLE
217204106CPRTCOPART INC$701,7160.00%12,400CommonSOLE
74736K101QRVOQORVO INC$699,7700.00%9,664CommonSOLE
22160N109CSGPCOSTAR GROUP INC$697,5410.00%8,804CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.