Jeremy Grantham Purchases in Q3 2024

Grantham, Mayo, Van Otterloo & Co. LLC

  • $31.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
23.7K
+ 34.44%
$47.78 - $62.75 $1.13M - $1.49M
92.6K $5.41M
PDS
Precision Drilling Corp

Energy
28.1K
New
$60.66 - $76.85 $1.7M - $2.16M
28.1K $1.73M
CHX
Champion X Corp

Energy
106K
+ 20.86%
$28.19 - $35.09 $3M - $3.73M
616K $18.6M
XP
Xp Inc.

Financial Services
91.2K
New
$15.95 - $20.0 $1.45M - $1.82M
91.2K $1.64M
PII
Polaris Inc.

Consumer Cyclical
16.7K
+ 34.52%
$72.9 - $86.86 $1.22M - $1.45M
65.2K $5.43M
WMS
Advanced Drainage Systems, Inc.

Industrials
15K
+ 6.65%
$140.18 - $178.56 $2.1M - $2.67M
240K $37.7M
SIMO
Silicon Motion Technology Corp

Technology
29.3K
+ 232.08%
$54.94 - $83.76 $1.61M - $2.46M
42K $2.55M
WWD
Woodward, Inc.

Industrials
10.8K
+ 8.97%
$151.73 - $187.23 $1.64M - $2.02M
131K $22.5M
RHI
Robert Half International Inc.

Industrials
22.2K
New
$59.34 - $68.28 $1.32M - $1.52M
22.2K $1.5M
TSLA
Tesla, Inc.

Consumer Cyclical
5.7K
New
$191.76 - $263.26 $1.09M - $1.5M
5.7K $1.49M
SLM
Slm Corp

Financial Services
49.3K
+ 42.6%
$19.93 - $23.7 $983K - $1.17M
165K $3.77M
TOL
Toll Brothers, Inc.

Consumer Cyclical
5.9K
+ 52.66%
$109.16 - $155.35 $644K - $917K
17.1K $2.64M
BLK
Black Rock Inc.

Financial Services
1.34K
New
$782.27 - $949.51 $1.05M - $1.27M
1.34K $1.27M
URI
United Rentals, Inc.

Industrials
1.57K
New
$627.41 - $814.1 $983K - $1.28M
1.57K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
3.13K
New
$333.64 - $405.2 $1.04M - $1.27M
3.13K $1.27M
MA
Mastercard Inc

Financial Services
2.56K
New
$429.6 - $500.99 $1.1M - $1.28M
2.56K $1.27M
AMD
Advanced Micro Devices Inc

Technology
7.71K
New
$128.67 - $183.96 $992K - $1.42M
7.71K $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
1.39K
New
$801.83 - $917.05 $1.11M - $1.27M
1.39K $1.23M
NKE
Nike, Inc.

Consumer Cyclical
13.9K
New
$71.09 - $89.44 $989K - $1.24M
13.9K $1.23M
MET
Metlife Inc

Financial Services
14.8K
New
$67.96 - $82.48 $1.01M - $1.22M
14.8K $1.22M
ABBV
Abb Vie Inc.

Healthcare
6.18K
New
$163.84 - $199.33 $1.01M - $1.23M
6.18K $1.22M
MCD
Mcdonalds Corp

Consumer Cyclical
3.95K
New
$245.82 - $304.51 $970K - $1.2M
3.95K $1.2M
LOW
Lowes Companies Inc

Consumer Cyclical
4.42K
New
$213.3 - $270.78 $942K - $1.2M
4.42K $1.2M
FHN
First Horizon Corp

Financial Services
76.9K
New
$14.63 - $17.45 $1.13M - $1.34M
76.9K $1.19M
DHR
Danaher Corp

Healthcare
4.29K
New
$239.25 - $280.76 $1.03M - $1.2M
4.29K $1.19M
SCHW
Schwab Charles Corp

Financial Services
18.3K
New
$61.74 - $76.08 $1.13M - $1.39M
18.3K $1.19M
EMR
Emerson Electric CO

Industrials
10.8K
New
$98.19 - $118.87 $1.06M - $1.29M
10.8K $1.18M
RTX
Raytheon Technologies Corp

Industrials
9.62K
New
$99.55 - $123.34 $957K - $1.19M
9.62K $1.17M
DOW
Dow Inc.

Basic Materials
21.1K
New
$50.15 - $55.41 $1.06M - $1.17M
21.1K $1.15M
NFLX
Netflix Inc

Communication Services
1.62K
New
$598.55 - $722.26 $969K - $1.17M
1.62K $1.15M
TMUS
T Mobile Us, Inc.

Communication Services
5.54K
New
$175.14 - $206.36 $971K - $1.14M
5.54K $1.14M
NEE
Nextera Energy Inc

Utilities
13.5K
New
$69.9 - $84.97 $946K - $1.15M
13.5K $1.14M
NXPI
Nxp Semiconductors N.V.

Technology
5.78K
+ 66.97%
$225.14 - $290.78 $1.3M - $1.68M
14.4K $3.46M
AMGN
Amgen Inc

Healthcare
3.51K
New
$309.38 - $337.38 $1.09M - $1.18M
3.51K $1.13M
CACI
Caci International Inc

Technology
2.66K
+ 76.69%
$427.76 - $427.76 $1.14M - $1.14M
6.12K $2.62M
SBUX
Starbucks Corp

Consumer Cyclical
11.6K
New
$72.51 - $98.6 $838K - $1.14M
11.6K $1.13M
LMT
Lockheed Martin Corp

Industrials
1.92K
New
$460.3 - $584.56 $883K - $1.12M
1.92K $1.12M
DUK
Duke Energy Corp

Utilities
9.73K
New
$99.35 - $117.71 $966K - $1.14M
9.73K $1.12M
PLPC
Preformed Line Products CO

Industrials
7.33K
+ 14.4%
$112.94 - $137.87 $828K - $1.01M
58.3K $7.46M
SPG
Simon Property Group Inc

Real Estate
6.55K
New
$146.09 - $170.11 $957K - $1.11M
6.55K $1.11M
INTU
Intuit Inc

Technology
1.78K
New
$602.97 - $670.49 $1.07M - $1.19M
1.78K $1.1M
HON
Honeywell International Inc

Industrials
5.31K
New
$196.73 - $220.21 $1.05M - $1.17M
5.31K $1.1M
AIG
American International Group, Inc.

Financial Services
15K
New
$70.16 - $79.23 $1.05M - $1.19M
15K $1.1M
SO
Southern CO

Utilities
12.1K
New
$77.0 - $90.52 $934K - $1.1M
12.1K $1.09M
SEE
Sealed Air Corp

Consumer Cyclical
30.1K
New
$32.27 - $38.05 $971K - $1.14M
30.1K $1.09M
AMT
American Tower Corp

Real Estate
4.67K
New
$192.27 - $242.73 $898K - $1.13M
4.67K $1.09M
BA
Boeing CO

Industrials
7.06K
New
$152.04 - $190.6 $1.07M - $1.35M
7.06K $1.07M
ADBE
Adobe Inc.

Technology
2.07K
New
$508.13 - $586.55 $1.05M - $1.21M
2.07K $1.07M
CNXC
Concentrix Corp

Technology
20.9K
New
$51.25 - $75.58 $1.07M - $1.58M
20.9K $1.07M
Activity Summary
Buys All Purchases 307 New Holdings 97 Increased Positions 210 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 0 Puts 0
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