Jeremy Grantham Incresed Positions in Q1 2025

Grantham, Mayo, Van Otterloo & Co. LLC

  • $30.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
THFF
First Financial Corp

Financial Services
1.93K
+ 38.89%
$43.45 - $53.53 $83.7K - $103K
6.88K $336K
ACCO
Acco Brands Corp

Industrials
57.4K
+ 44.26%
$4.19 - $5.65 $240K - $324K
187K $783K
UVV
Universal Corp

Consumer Defensive
1.51K
+ 16.28%
$49.67 - $56.43 $74.9K - $85K
10.8K $603K
DHI
Horton D R Inc

Consumer Cyclical
25.8K
+ 10.25%
$125.29 - $147.65 $3.23M - $3.81M
278K $35.3M
TNC
Tennant CO

Industrials
1.13K
+ 32.73%
$79.73 - $89.16 $89.9K - $101K
4.57K $364K
FMNB
Farmers National Banc Corp

Financial Services
7.15K
+ 54.61%
$12.8 - $14.51 $91.6K - $104K
20.3K $264K
INTU
Intuit Inc

Technology
163
+ 8.95%
$555.63 - $630.23 $90.6K - $103K
1.98K $1.22M
LOW
Lowes Companies Inc

Consumer Cyclical
571
+ 12.67%
$222.66 - $268.42 $127K - $153K
5.08K $1.18M
MAN
Manpower Group Inc.

Industrials
1.09K
+ 4.23%
$53.77 - $62.66 $58.4K - $68K
26.7K $1.55M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
23.9K
+ 19.28%
$165.25 - $224.62 $3.95M - $5.37M
148K $24.6M
HD
Home Depot, Inc.

Consumer Cyclical
318
+ 10.48%
$347.25 - $424.87 $110K - $135K
3.35K $1.23M
BRX
Brixmor Property Group Inc.

Real Estate
1.68K
+ 12.2%
N/A
15.4K $350K
SPOK
Spok Holdings, Inc

Healthcare
1.43K
+ 13.14%
$15.54 - $17.2 $22.2K - $24.6K
12.3K $202K
DLX
Deluxe Corp

Communication Services
14.3K
+ 47.19%
$15.43 - $23.42 $220K - $334K
44.5K $704K
AVT
Avnet Inc

Technology
13.2K
+ 9.08%
$46.61 - $54.65 $617K - $724K
159K $7.65M
MET
Metlife Inc

Financial Services
481
+ 3.03%
$77.7 - $87.0 $37.4K - $41.8K
16.3K $1.31M
SNA
Snap On Inc

Industrials
50
+ 1.4%
$324.09 - $358.62 $16.2K - $17.9K
3.63K $1.22M
GTES
Gates Industrial Corp PLC

Industrials
2.11K
+ 13.99%
$18.41 - $23.51 $38.8K - $49.5K
17.2K $316K
AN
Autonation, Inc.

Consumer Cyclical
1.48K
+ 4.99%
$156.67 - $195.15 $231K - $288K
31.1K $5.03M
Ge Healthcare Technologies I
24.9K
+ 5.51%
N/A
477K $0
Morgan Stanley Direct Lendin
38.1K
+ 55.45%
N/A
107K $0
Maplebear Inc
91.1K
+ 1341.12%
N/A
97.9K $0
Ferguson Enterprises Inc
6.31K
+ 122.53%
N/A
11.5K $0
Sharkninja Inc
21K
+ 544.64%
N/A
24.9K $0
Lam Research Corp
496K
+ 6.12%
N/A
8.59M $0
Bunge Global Sa
35.6K
+ 82.84%
N/A
78.6K $0
Blackrock Inc
144
+ 12.2%
N/A
1.32K $0
NXPI
Nxp Semiconductors N.V.

Technology
1.35K
+ 9.22%
$189.99 - $245.86 $256K - $331K
15.9K $3.03M
DIS
Walt Disney CO

Communication Services
1.25K
+ 12.24%
$96.87 - $114.0 $121K - $143K
11.5K $1.14M
TILE
Interface Inc

Consumer Cyclical
1.69K
+ 19.05%
$18.26 - $25.12 $30.8K - $42.4K
10.6K $209K
SPG
Simon Property Group Inc

Real Estate
190
+ 2.91%
$159.48 - $187.78 $30.3K - $35.7K
6.72K $1.12M
CMPR
Cimpress PLC

Communication Services
2.14K
+ 52.09%
$41.88 - $74.85 $89.7K - $160K
6.25K $282K
DHR
Danaher Corp

Healthcare
517
+ 9.91%
$201.62 - $250.59 $104K - $130K
5.73K $1.18M
HON
Honeywell International Inc

Industrials
229
+ 4.43%
$202.75 - $226.52 $46.4K - $51.9K
5.4K $1.14M
BRC
Brady Corp

Industrials
91
+ 0.89%
$68.85 - $75.89 $6.27K - $6.91K
10.3K $728K
TSLA
Tesla, Inc.

Consumer Cyclical
1.94K
+ 52.99%
$222.15 - $428.22 $431K - $832K
5.61K $1.45M
BLDR
Builders First Source, Inc.

Industrials
25.4K
+ 14.26%
$122.8 - $173.51 $3.12M - $4.41M
204K $25.5M
BA
Boeing CO

Industrials
64
+ 0.92%
$148.15 - $186.25 $9.48K - $11.9K
7.01K $1.2M
LZB
La Z Boy Inc

Consumer Cyclical
2.11K
+ 7.67%
$38.0 - $48.02 $80.2K - $101K
29.6K $1.16M
EMR
Emerson Electric CO

Industrials
874
+ 9.23%
$108.64 - $131.17 $95K - $115K
10.3K $1.13M
KSS
Kohls Corp

Consumer Cyclical
36.7K
+ 62.13%
$8.06 - $14.12 $296K - $519K
95.9K $784K
REZI
Resideo Technologies, Inc.

Industrials
1.33K
+ 8.23%
$16.92 - $23.77 $22.5K - $31.7K
17.5K $309K
ADBE
Adobe Inc.

Technology
274
+ 8.44%
$377.84 - $464.11 $104K - $127K
3.52K $1.35M
PRG
Prog Holdings, Inc.

Industrials
6.96K
+ 37.58%
$25.94 - $43.82 $180K - $305K
25.5K $677K
BCC
Boise Cascade CO

Basic Materials
268
+ 4.18%
$96.38 - $129.12 $25.8K - $34.6K
6.68K $655K
MHO
M/I Homes, Inc.

Consumer Cyclical
305
+ 3.94%
$113.46 - $138.33 $34.6K - $42.2K
8.04K $917K
PCAR
Paccar Inc

Industrials
22.7K
+ 6.4%
$96.91 - $112.51 $2.2M - $2.55M
377K $36.7M
NKE
Nike, Inc.

Consumer Cyclical
491
+ 3.29%
$63.29 - $81.72 $31.1K - $40.1K
15.4K $978K
M
Macy'S, Inc.

Consumer Cyclical
11.3K
+ 14.42%
$12.56 - $16.82 $141K - $189K
89.3K $1.12M
Activity Summary
Buys All Purchases 407 New Holdings 114 Increased Positions 293 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 0 Puts 0
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