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
LBRDK
Liberty Broadband Corp

Communication Services
1.35K
+ 0.28%
$74.72 - $101.4 $100K - $136K
485K $36.3M
ALLE
Allegion PLC

Industrials
5.24K
+ 4.31%
$130.63 - $153.36 $684K - $803K
127K $16.6M
BCPC
Balchem Corp

Basic Materials
7.86K
+ 4.0%
$163.0 - $183.41 $1.28M - $1.44M
204K $33.3M
MDT
Medtronic PLC

Healthcare
9.65K
+ 4.69%
$79.61 - $92.24 $768K - $890K
215K $17.2M
WMS
Advanced Drainage Systems, Inc.

Industrials
73.1K
+ 30.46%
$114.63 - $163.52 $8.38M - $12M
313K $36.2M
CPNG
Coupang, Inc.

Consumer Cyclical
849
+ 0.14%
$21.98 - $26.89 $18.7K - $22.8K
622K $13.7M
CROX
Crocs, Inc.

Consumer Cyclical
3.16K
+ 4.98%
$96.51 - $141.93 $304K - $448K
66.5K $7.28M
LSTR
Landstar System Inc

Industrials
10.9K
+ 4.75%
$171.86 - $192.81 $1.87M - $2.1M
240K $41.3M
STLA
Stellantis N.V.

Consumer Cyclical
162K
+ 3.71%
$12.37 - $13.99 $2.01M - $2.27M
4.53M $59.1M
JJSF
J&J Snack Foods Corp

Consumer Defensive
9.1K
+ 4.03%
$155.13 - $179.02 $1.41M - $1.63M
235K $36.4M
RDY
Dr Reddys Laboratories LTD

Healthcare
250K
+ 227.63%
$13.99 - $79.75 $3.49M - $19.9M
359K $5.67M
CNC
Centene Corp

Healthcare
83.3K
+ 14.17%
$56.71 - $73.94 $4.72M - $6.16M
671K $40.6M
FCX
Freeport Mcmoran Inc

Basic Materials
265K
+ 21.67%
$38.08 - $50.82 $10.1M - $13.4M
1.49M $56.6M
ESNT
Essent Group Ltd.

Financial Services
15.1K
+ 2.75%
$52.73 - $64.9 $798K - $982K
566K $30.8M
TD
Toronto Dominion Bank

Financial Services
6.31K
+ 1.08%
$51.56 - $63.8 $325K - $403K
591K $31.5M
GE
General Electric CO

Industrials
21.4K
+ 4.9%
$159.95 - $194.23 $3.42M - $4.15M
457K $76.3M
IBP
Installed Building Products, Inc.

Consumer Cyclical
5.21K
+ 4.09%
$174.32 - $254.42 $909K - $1.33M
133K $23.2M
NEOG
Neogen Corp

Healthcare
87.4K
+ 4.12%
$11.64 - $16.4 $1.02M - $1.43M
2.21M $26.8M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
11K
+ 21.12%
$701.85 - $1046.91 $7.71M - $11.5M
63K $44.9M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
177K
+ 5.67%
$36.36 - $43.93 $6.45M - $7.79M
3.3M $120M
ENPH
Enphase Energy, Inc.

Technology
35.8K
+ 7.42%
$59.52 - $111.18 $2.13M - $3.97M
517K $35.5M
SEDG
Solaredge Technologies, Inc.

Technology
642K
+ 14.89%
$10.47 - $22.02 $6.72M - $14.1M
4.95M $67.4M
LLY
Eli Lilly & CO

Healthcare
6.37K
+ 1.48%
$727.2 - $932.06 $4.63M - $5.94M
435K $336M
OTIS
Otis Worldwide Corp

Industrials
60.6K
+ 1.19%
$92.57 - $106.01 $5.61M - $6.42M
5.16M $478M
MRK
Merck & Co., Inc.

Healthcare
253K
+ 4.28%
$96.31 - $114.76 $24.4M - $29.1M
6.17M $613M
CI
Cigna Corp

Healthcare
55.8K
+ 3.92%
$265.59 - $358.58 $14.8M - $20M
1.48M $408M
JNJ
Johnson & Johnson

Healthcare
66.2K
+ 1.05%
$143.34 - $165.86 $9.49M - $11M
6.36M $920M
ELV
Elevance Health, Inc.

Healthcare
316K
+ 18.76%
$365.96 - $514.62 $116M - $163M
2M $739M
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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