Jeremy Grantham Purchases in Q4 2024

Grantham, Mayo, Van Otterloo & Co. LLC

  • $29.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ALV
Autoliv Inc

Consumer Cyclical
18.3K
+ 178.65%
$91.27 - $101.57 $1.67M - $1.86M
28.5K $2.67M
PCH
Potlatchdeltic Corp

Real Estate
79.5K
+ 29.57%
$38.4 - $44.89 $3.05M - $3.57M
348K $13.7M
EXC
Exelon Corp

Utilities
54.9K
+ 28.49%
$36.22 - $40.97 $1.99M - $2.25M
248K $9.33M
UPS
United Parcel Service Inc

Industrials
23.1K
+ 16.3%
$122.65 - $138.35 $2.84M - $3.2M
165K $20.8M
TTE
Total Energies Se

Energy
21.2K
New
N/A
21.2K $1.45M
UTHR
United Therapeutics Corp

Healthcare
4.14K
+ 101.25%
$348.66 - $410.0 $1.44M - $1.7M
8.23K $2.9M
KMB
Kimberly Clark Corp

Consumer Defensive
11K
+ 399.46%
$130.37 - $146.09 $1.44M - $1.61M
13.8K $1.8M
ACLS
Axcelis Technologies Inc

Technology
268K
+ 54.06%
$69.18 - $105.1 $18.5M - $28.2M
764K $53.4M
SNX
Td Synnex Corp

Technology
11.3K
New
$114.71 - $125.79 $1.29M - $1.42M
11.3K $1.32M
PRDO
Perdoceo Education Corp

Consumer Defensive
38K
+ 53.77%
$20.61 - $28.08 $783K - $1.07M
109K $2.88M
PSO
Pearson PLC

Communication Services
75.9K
New
$13.3 - $16.28 $1.01M - $1.24M
75.9K $1.22M
SNA
Snap On Inc

Industrials
3.58K
New
$285.44 - $371.35 $1.02M - $1.33M
3.58K $1.22M
GDDY
Go Daddy Inc.

Technology
6.09K
New
$153.16 - $209.03 $933K - $1.27M
6.09K $1.2M
NYT
New York Times CO

Communication Services
80.2K
+ 9.68%
$52.01 - $56.83 $4.17M - $4.56M
909K $47.3M
PUMP
Pro Petro Holding Corp.

Energy
20.1K
+ 3.5%
$6.58 - $9.67 $132K - $194K
594K $5.55M
KAI
Kadant Inc

Industrials
2.22K
+ 4.28%
$316.45 - $422.93 $701K - $937K
54K $18.6M
PRGS
Progress Software Corp

Technology
17K
New
$63.94 - $69.89 $1.08M - $1.19M
17K $1.1M
BHP
Bhp Group LTD

Basic Materials
22.4K
New
$48.78 - $62.43 $1.09M - $1.4M
22.4K $1.09M
PSMT
Pricesmart Inc

Consumer Defensive
9.7K
+ 3.47%
$83.08 - $96.92 $806K - $940K
289K $26.6M
RJF
Raymond James Financial Inc

Financial Services
6.18K
New
$123.0 - $170.1 $761K - $1.05M
6.18K $960K
MLI
Mueller Industries Inc

Industrials
9.35K
+ 22.56%
$71.2 - $95.34 $665K - $891K
50.8K $4.03M
JLL
Jones Lang Lasalle Inc

Real Estate
3.74K
+ 418.25%
$246.93 - $283.67 $922K - $1.06M
4.63K $1.17M
SNY
Sanofi

Healthcare
18.8K
New
$45.89 - $57.31 $862K - $1.08M
18.8K $906K
ATR
Aptargroup, Inc.

Healthcare
10.6K
+ 4.04%
$156.73 - $176.15 $1.66M - $1.87M
274K $43M
LANC
Lancaster Colony Corp

Consumer Defensive
9.41K
+ 4.23%
$172.18 - $200.28 $1.62M - $1.88M
232K $40.2M
G
Genpact LTD

Technology
18.4K
New
$38.17 - $46.82 $702K - $861K
18.4K $789K
SLM
Slm Corp

Financial Services
154
+ 0.09%
$21.37 - $28.14 $3.29K - $4.33K
165K $4.56M
ROIC
Retail Opportunity Investments Corp

Real Estate
44.9K
New
$15.41 - $17.47 $692K - $784K
44.9K $779K
SAP
Sap Se

Technology
2.42K
+ 31.47%
$218.13 - $255.54 $528K - $619K
10.1K $2.49M
DLB
Dolby Laboratories, Inc.

Industrials
5.59K
+ 3.3%
$70.91 - $81.98 $396K - $458K
175K $13.7M
ESGR
Enstar Group LTD

Financial Services
2.04K
+ 4.78%
$319.78 - $326.85 $653K - $667K
44.8K $14.4M
WU
Western Union CO

Financial Services
123K
+ 26.63%
$10.52 - $11.94 $1.29M - $1.47M
584K $6.19M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
6.63K
New
$101.82 - $114.06 $675K - $756K
6.63K $685K
ICL
Icl Group Ltd.

Basic Materials
50.1K
+ 8.55%
$3.92 - $5.13 $196K - $257K
637K $3.15M
NICE
Nice Ltd.

Technology
5.23K
+ 7.72%
$164.71 - $199.17 $861K - $1.04M
73K $12.4M
CARG
Car Gurus, Inc.

Communication Services
17.1K
New
$29.05 - $38.78 $497K - $663K
17.1K $624K
CGAU
Centerra Gold Inc.

Basic Materials
108K
New
$5.56 - $7.6 $600K - $820K
108K $614K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
956
+ 2.89%
$71.77 - $92.11 $68.6K - $88.1K
34K $3.09M
LYG
Lloyds Banking Group PLC

Financial Services
213K
New
$2.67 - $3.23 $568K - $688K
213K $578K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
58K
New
$9.25 - $10.62 $536K - $615K
58K $563K
ING
Ing Groep Nv

Financial Services
35.3K
New
$15.1 - $17.73 $533K - $626K
35.3K $553K
BNS
Bank Of Nova Scotia

Financial Services
16.7K
+ 3.66%
$51.5 - $57.02 $862K - $955K
475K $25.5M
LBRT
Liberty Energy Inc.

Energy
3.6K
+ 0.63%
$16.68 - $20.84 $60K - $75K
577K $11.5M
CMC
Commercial Metals CO

Basic Materials
17.8K
+ 26.41%
$49.22 - $63.32 $877K - $1.13M
85.3K $4.23M
KGC
Kinross Gold Corp

Basic Materials
58.2K
+ 28.8%
$9.03 - $10.75 $526K - $626K
260K $2.41M
COOP
Mr. Cooper Group Inc.

Financial Services
5.23K
New
$87.37 - $101.43 $457K - $531K
5.23K $502K
VIRT
Virtu Financial, Inc.

Financial Services
13.6K
New
$30.43 - $37.95 $413K - $515K
13.6K $484K
EQNR
Equinor Asa

Energy
19.6K
New
$21.88 - $27.12 $430K - $533K
19.6K $465K
WHD
Cactus, Inc.

Energy
17.6K
+ 4.09%
$56.69 - $69.49 $998K - $1.22M
449K $26.2M
Activity Summary
Buys All Purchases 279 New Holdings 75 Increased Positions 204 Sells All Sells 256 Reductions 256 Sold out 0 Options Calls 0 Puts 0
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