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
LSTR
Landstar System Inc

Industrials
21.9K
+ 10.53%
$173.24 - $193.87 $3.79M - $4.24M
229K $43.3M
ASGN
Asgn Inc

Technology
37K
+ 12.18%
$85.15 - $104.07 $3.15M - $3.85M
341K $31.8M
MBUU
Malibu Boats, Inc.

Consumer Cyclical
63.9K
+ 9.85%
$30.52 - $39.95 $1.95M - $2.55M
713K $27.7M
CMI
Cummins Inc

Industrials
217
+ 0.22%
$266.63 - $326.4 $57.9K - $70.8K
98.2K $31.8M
KBH
Kb Home

Consumer Cyclical
51.5K
+ 378.81%
$65.35 - $89.63 $3.37M - $4.62M
65.1K $5.58M
ALLE
Allegion PLC

Industrials
10.5K
+ 9.51%
$114.67 - $145.7 $1.21M - $1.54M
121K $17.7M
ASR
Southeast Airport Group

Industrials
16.2K
+ 470.06%
$258.1 - $317.47 $4.19M - $5.15M
19.7K $5.57M
PVH
Pvh Corp.

Consumer Cyclical
44.8K
New
$92.46 - $108.88 $4.14M - $4.88M
44.8K $4.52M
AZPN
Aspen Technology, Inc.

Technology
11.3K
+ 28.14%
$172.9 - $239.26 $1.96M - $2.71M
51.6K $12.3M
TPR
Tapestry, Inc.

Consumer Cyclical
81.7K
+ 113.97%
$36.29 - $47.94 $2.96M - $3.92M
153K $7.2M
AVT
Avnet Inc

Technology
65.1K
+ 75.58%
$49.63 - $55.43 $3.23M - $3.61M
151K $8.21M
OSK
Oshkosh Corp

Industrials
38.9K
+ 238.09%
$97.2 - $116.02 $3.78M - $4.51M
55.3K $5.54M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
56.5K
+ 9.36%
$59.66 - $72.78 $3.37M - $4.11M
660K $42.1M
KAI
Kadant Inc

Industrials
4.91K
+ 10.48%
$290.3 - $356.64 $1.43M - $1.75M
51.8K $17.5M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
38.8K
+ 43.24%
$81.14 - $92.39 $3.15M - $3.59M
129K $11.4M
NVEI
Nuvei Corp

Technology
100K
+ 27.8%
$32.39 - $33.4 $3.24M - $3.34M
460K $15.3M
GOOG
Alphabet Inc.

Communication Services
46.5K
+ 18.35%
$149.54 - $192.66 $6.95M - $8.96M
300K $50.1M
CVS
Cvs Health Corp

Healthcare
4.55K
+ 0.51%
$55.81 - $63.18 $254K - $287K
894K $56.2M
LKQ
Lkq Corp

Consumer Cyclical
87.4K
New
$38.47 - $46.03 $3.36M - $4.02M
87.4K $3.49M
CRGY
Crescent Energy CO

Energy
298K
New
$10.19 - $12.5 $3.03M - $3.72M
298K $3.26M
MO
Altria Group, Inc.

Consumer Defensive
61.5K
New
$45.95 - $54.71 $2.83M - $3.37M
61.5K $3.14M
FCN
Fti Consulting, Inc

Industrials
8.8K
+ 9.79%
$213.61 - $230.59 $1.88M - $2.03M
98.6K $22.4M
ROLL
Rbc Bearings Inc

Industrials
11.4K
+ 8.41%
N/A
147K $36.3M
BEN
Franklin Resources Inc

Financial Services
276K
+ 21.97%
$19.13 - $23.97 $5.28M - $6.61M
1.53M $30.9M
MS
Morgan Stanley

Financial Services
20.9K
+ 24.62%
$92.07 - $106.96 $1.92M - $2.24M
106K $11M
ARCB
Arcbest Corp

Industrials
22.6K
+ 10.08%
$98.5 - $126.05 $2.23M - $2.85M
247K $26.7M
HRB
H&R Block Inc

Consumer Cyclical
18.4K
+ 11.51%
$52.99 - $66.6 $975K - $1.23M
178K $11.3M
XPEL
Xpel, Inc.

Consumer Cyclical
23.8K
+ 11.46%
$31.75 - $46.89 $755K - $1.11M
231K $10M
SIG
Signet Jewelers LTD

Consumer Cyclical
20K
+ 48.62%
$72.58 - $103.15 $1.45M - $2.06M
61K $6.29M
X
United States Steel Corp

Basic Materials
151K
+ 12.97%
$29.38 - $42.28 $4.45M - $6.4M
1.32M $46.6M
ATHM
Autohome Inc.

Communication Services
68.9K
+ 183.89%
$22.43 - $33.02 $1.55M - $2.28M
106K $3.47M
WMT
Walmart Inc.

Consumer Defensive
24.6K
+ 96.01%
$66.91 - $81.4 $1.65M - $2M
50.3K $4.06M
LEA
Lear Corp

Consumer Cyclical
22.6K
+ 44.07%
$103.43 - $123.95 $2.34M - $2.8M
73.9K $8.07M
IBTX
Independent Bank Group, Inc.

Financial Services
38.1K
New
$44.7 - $61.0 $1.7M - $2.33M
38.1K $2.2M
EXEL
Exelixis, Inc.

Healthcare
83.9K
New
$21.96 - $27.6 $1.84M - $2.32M
83.9K $2.18M
RF
Regions Financial Corp

Financial Services
92.7K
New
$19.51 - $23.42 $1.81M - $2.17M
92.7K $2.16M
ICL
Icl Group Ltd.

Basic Materials
504K
+ 614.7%
$3.8 - $4.65 $1.92M - $2.35M
587K $2.49M
GIS
General Mills Inc

Consumer Defensive
3.55K
+ 2.02%
$62.5 - $75.15 $222K - $267K
179K $13.2M
AXNX
Axonics, Inc.

Healthcare
30K
New
$67.3 - $69.67 $2.02M - $2.09M
30K $2.09M
CHTR
Charter Communications, Inc.

Communication Services
6.39K
New
$290.56 - $383.07 $1.86M - $2.45M
6.39K $2.07M
WHR
Whirlpool Corp

Consumer Cyclical
16.7K
+ 30.48%
$90.25 - $112.34 $1.51M - $1.88M
71.6K $7.66M
FMX
Mexican Economic Development Inc

Consumer Defensive
20.7K
New
$98.71 - $118.83 $2.04M - $2.46M
20.7K $2.04M
INGR
Ingredion Inc

Consumer Defensive
10.7K
+ 50.56%
$111.98 - $137.59 $1.2M - $1.47M
31.9K $4.38M
KGC
Kinross Gold Corp

Basic Materials
202K
New
$8.02 - $9.84 $1.62M - $1.99M
202K $1.89M
LANC
Lancaster Colony Corp

Consumer Defensive
24.1K
+ 12.16%
$167.65 - $198.49 $4.04M - $4.79M
223K $39.3M
OLED
Universal Display Corp Pa

Technology
8.61K
+ 10.87%
$157.72 - $236.42 $1.36M - $2.03M
87.8K $18.4M
NVDA
Nvidia Corp

Technology
16.1K
+ 20.53%
$98.91 - $134.91 $1.59M - $2.17M
94.4K $11.5M
FDX
Fedex Corp

Industrials
6.45K
New
$254.64 - $313.52 $1.64M - $2.02M
6.45K $1.77M
EWJ
Ishares Msci Japan ETF

ETFs
10.5K
+ 3.48%
$63.12 - $72.99 $660K - $763K
311K $22.3M
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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