Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Grantham, Mayo, Van Otterloo & Co. LLC

Q4 2023 · 13F-HR

Grantham, Mayo, Van Otterloo & Co. LLCholdings as filed

Filed 2024-02-13 · accession 0001072613-24-000148

$22.66B
Reported value
485
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$1.13B4.98%2,998,592CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$836.7M3.69%1,589,231CommonSOLE
02079K305GOOGLALPHABET INC$706.8M3.12%5,059,654CommonSOLE
30303M102METAMETA PLATFORMS INC$662.5M2.92%1,871,753CommonSOLE
478160104JNJJOHNSON & JOHNSON$624.8M2.76%3,986,364CommonSOLE
037833100AAPLAPPLE INC$615.4M2.72%3,196,530CommonSOLE
023135106AMZNAMAZON COM INC$596.6M2.63%3,926,579CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$557.2M2.46%1,587,917CommonSOLE
882508104TXNTEXAS INSTRS INC$544.7M2.40%3,195,338CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$494.4M2.18%631,258CommonSOLE
191216100KOCOCA COLA CO$490.5M2.16%8,323,383CommonSOLE
68389X105ORCLORACLE CORP$483.8M2.13%4,588,539CommonSOLE
002824100ABTABBOTT LABS$481.6M2.13%4,375,357CommonSOLE
79466L302CRMSALESFORCE INC$440.7M1.94%1,674,830CommonSOLE
58933Y105MRKMERCK & CO INC$438.9M1.94%4,025,858CommonSOLE
036752103ELVELEVANCE HEALTH INC$433.3M1.91%918,761CommonSOLE
872540109TJXTJX COS INC NEW$407.4M1.80%4,342,636CommonSOLE
532457108LLYELI LILLY & CO$402.1M1.77%689,863CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$383.4M1.69%1,136,532CommonSOLE
949746101WMT2WELLS FARGO CO NEW$364.0M1.61%7,395,836CommonSOLE
92826C839VVISA INC$361.5M1.60%1,388,594CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$347.6M1.53%3,885,044CommonSOLE
902973304USBUS BANCORP DEL$345.6M1.53%7,986,349CommonSOLE
482480100KLACKLA CORP$314.8M1.39%541,583CommonSOLE
237266101DARDARLING INGREDIENTS INC$257.4M1.14%5,165,384CommonSOLE
86771W105RUNSUNRUN INC$249.3M1.10%12,701,384CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$237.0M1.05%980,333CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$235.1M1.04%1,705,147CommonSOLE
025816109AXPAMERICAN EXPRESS CO$219.9M0.97%1,173,817CommonSOLE
125523100CITHE CIGNA GROUP$212.8M0.94%710,774CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$185.0M0.82%1,976,242CommonSOLE
N82405106STLASTELLANTIS N.V$160.8M0.71%6,880,574CommonSOLE
500688106KOSKOSMOS ENERGY LTD$155.2M0.69%23,134,180CommonSOLE
66987V109NVSNOVARTIS AG$154.2M0.68%1,527,375CommonSOLE
369604301GEGENERAL ELECTRIC CO$153.8M0.68%1,205,232CommonSOLE
136635109CSIQCANADIAN SOLAR INC$140.1M0.62%5,340,382CommonSOLE
02361E108AMRCAMERESCO INC$128.0M0.56%4,040,359CommonSOLE
861012102STMSTMICROELECTRONICS N V$123.9M0.55%2,471,062CommonSOLE
53814L108LTHM1EURLIVENT CORP$121.9M0.54%6,778,756CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$121.9M0.54%2,023,424CommonSOLE
393222104GPREGREEN PLAINS INC$119.9M0.53%4,752,924CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$109.5M0.48%1,053,216CommonSOLE
56501R106MFCMANULIFE FINL CORP$101.4M0.45%4,574,027CommonSOLE
458140100INTCINTEL CORP$97.4M0.43%1,937,547CommonSOLE
099724106BWABORGWARNER INC$95.5M0.42%2,662,653CommonSOLE
20825C104COPCONOCOPHILLIPS$90.8M0.40%782,516CommonSOLE
02079K107GOOGALPHABET INC$85.6M0.38%607,687CommonSOLE
747525103QCOMQUALCOMM INC$84.0M0.37%581,046CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$83.7M0.37%492,136CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$78.7M0.35%481,461CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$78.6M0.35%1,846,974CommonSOLE
20030N101CMCSACOMCAST CORP NEW$78.1M0.34%1,782,021CommonSOLE
717081103PFEPFIZER INC$74.7M0.33%2,595,309CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$73.3M0.32%1,944,693CommonSOLE
172967424CCITIGROUP INC$69.6M0.31%1,352,808CommonSOLE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$68.2M0.30%4,465,772CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$65.3M0.29%2,228,698CommonSOLE
17275R102CSCOCISCO SYS INC$64.3M0.28%1,272,798CommonSOLE
166764100CVXCHEVRON CORP NEW$62.3M0.27%417,747CommonSOLE
37733W204GSKGSK PLC$62.2M0.27%1,678,949CommonSOLE
126650100CVSCVS HEALTH CORP$61.8M0.27%782,392CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP$61.6M0.27%16,086,394CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$58.9M0.26%67,100CommonSOLE
29355A107ENPHENPHASE ENERGY INC$58.1M0.26%439,943CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$57.8M0.26%440,970CommonSOLE
30231G102XOMEXXON MOBIL CORP$57.2M0.25%572,336CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$56.7M0.25%6,520,776CommonSOLE
88579Y101MMM3M CO$56.3M0.25%515,350CommonSOLE
345370860FFORD MTR CO DEL$55.6M0.25%4,558,885CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$54.9M0.24%726,370CommonSOLE
40434L105HPQHP INC$54.4M0.24%1,806,778CommonSOLE
723787107PXDEURPIONEER NAT RES CO$54.0M0.24%240,096CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$53.1M0.23%472,576CommonSOLE
37045V100GMGENERAL MTRS CO$52.9M0.23%1,473,617CommonSOLE
682189105ONON SEMICONDUCTOR CORP$52.9M0.23%633,108CommonSOLE
060505104BACBANK AMERICA CORP$52.1M0.23%1,548,384CommonSOLE
336433107FSLRFIRST SOLAR INC$51.2M0.23%296,929CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$51.1M0.23%594,821CommonSOLE
278642103EBAYEBAY INC.$51.0M0.23%1,169,326CommonSOLE
670346105NUENUCOR CORP$50.5M0.22%290,128CommonSOLE
22052L104CTVACORTEVA INC$50.4M0.22%1,052,125CommonSOLE
500754106KHCKRAFT HEINZ CO$49.8M0.22%1,346,025CommonSOLE
438128308HMCHONDA MOTOR LTD$49.0M0.22%1,584,761CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$49.0M0.22%797,318CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$48.8M0.22%1,867,651CommonSOLE
404280406HSBCHSBC HLDGS PLC$48.1M0.21%1,186,314CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$47.6M0.21%1,246,906CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$47.4M0.21%122,910CommonSOLE
858119100STLDSTEEL DYNAMICS INC$46.6M0.21%394,677CommonSOLE
878742204TECKTECK RESOURCES LTD$46.3M0.20%1,093,159CommonSOLE
92556V106VTRSVIATRIS INC$45.0M0.20%4,152,739CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$45.0M0.20%399,889CommonSOLE
013091103ACIALBERTSONS COS INC$44.9M0.20%1,951,776CommonSOLE
384313508EAFEURGRAFTECH INTL LTD$44.7M0.20%20,411,198CommonSOLE
693718108PCARPACCAR INC$43.7M0.19%447,104CommonSOLE
693483109PKXPOSCO HOLDINGS INC$43.3M0.19%455,562CommonSOLE
001084102AGCOAGCO CORP$43.3M0.19%356,546CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$43.1M0.19%788,043CommonSOLE
15101Q108CLSEURCELESTICA INC$42.1M0.19%1,432,782CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$42.0M0.19%251,435CommonSOLE
02005N100ALLYALLY FINL INC$41.3M0.18%1,183,516CommonSOLE
60770K107MRNAMODERNA INC$41.0M0.18%411,846CommonSOLE
848637104SPLKCHFSPLUNK INC$40.3M0.18%264,674CommonSOLE
902494103TSNTYSON FOODS INC$38.6M0.17%717,364CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$38.4M0.17%739,236CommonSOLE
L00849106AGROADECOAGRO S A$37.6M0.17%3,386,585CommonSOLE
354613101BENFRANKLIN RESOURCES INC$37.6M0.17%1,261,072CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$37.3M0.16%265,233CommonSOLE
69349H107TXNMPNM RES INC$37.1M0.16%892,692CommonSOLE
42809H107HESHESS CORP$36.8M0.16%255,356CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$36.8M0.16%242,207CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$36.4M0.16%2,278,453CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$35.9M0.16%731,699CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$35.7M0.16%977,975CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$35.4M0.16%2,008,448CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$35.0M0.15%486,956CommonSOLE
26875P101EOGEOG RES INC$35.0M0.15%289,441CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$34.3M0.15%425,534CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$34.2M0.15%3,280,061CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$34.0M0.15%1,664,390CommonSOLE
45337C102INCYINCYTE CORP$33.9M0.15%540,140CommonSOLE
69047Q102OVVOVINTIV INC$33.5M0.15%762,733CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$33.1M0.15%1,951,091CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$32.1M0.14%2,171,381CommonSOLE
090572207BIOBIO RAD LABS INC$32.0M0.14%99,090CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$31.6M0.14%620,303CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$31.6M0.14%410,343CommonSOLE
918204108VFCV F CORP$30.9M0.14%1,645,242CommonSOLE
H42097107UBSUBS GROUP AG$30.8M0.14%996,771CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$30.5M0.13%237,871CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$30.5M0.13%595,357CommonSOLE
373737105GGBGERDAU SA$30.1M0.13%6,207,891CommonSOLE
61945C103MOSMOSAIC CO NEW$29.8M0.13%833,946CommonSOLE
501044101KRKROGER CO$28.4M0.13%621,874CommonSOLE
22266T109CPNGCOUPANG INC$27.4M0.12%1,694,184CommonNONE
04271T100ARRYARRAY TECHNOLOGIES INC$26.6M0.12%1,585,600CommonSOLE
96145D105WRKUSDWESTROCK CO$26.3M0.12%633,019CommonSOLE
N00985106AERAERCAP HOLDINGS NV$26.2M0.12%352,944CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$25.6M0.11%207,758CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$25.3M0.11%1,423,194CommonSOLE
745867101PHMPULTE GROUP INC$25.1M0.11%242,939CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$25.0M0.11%7,060CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$24.6M0.11%2,617,756CommonSOLE
H50430232LOGILOGITECH INTL S A$24.5M0.11%257,971CommonSOLE
452327109ILMNILLUMINA INC$24.3M0.11%174,552CommonSOLE
67077M108NTRNUTRIEN LTD$24.1M0.11%426,988CommonSOLE
81141R100SESEA LTD$23.8M0.11%587,807CommonNONE
013872106AAALCOA CORP$23.6M0.10%694,165CommonSOLE
75524B104RBCRBC BEARINGS INC$23.3M0.10%81,897CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$23.3M0.10%174,670CommonSOLE
375558103GILDGILEAD SCIENCES INC$23.2M0.10%286,270CommonSOLE
G5568L109LZMLIFEZONE METALS LIMITED$23.1M0.10%2,550,100CommonSOLE
256135203RDYDR REDDYS LABS LTD$22.9M0.10%329,132CommonSOLE
595112103MUMICRON TECHNOLOGY INC$22.7M0.10%265,988CommonSOLE
718546104PSXPHILLIPS 66$22.6M0.10%169,606CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$22.1M0.10%349,759CommonSOLE
086516101BBYBEST BUY INC$22.0M0.10%281,655CommonSOLE
15135B101CNCCENTENE CORP DEL$22.0M0.10%296,505CommonSOLE
526057104LENLENNAR CORP$21.8M0.10%146,245CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$21.7M0.10%444,951CommonSOLE
23331A109DHID R HORTON INC$21.6M0.10%142,221CommonSOLE
515098101LSTRLANDSTAR SYS INC$21.6M0.10%111,300CommonSOLE
35137L204FOXFOX CORP$21.4M0.09%772,464CommonSOLE
650111107NYTNEW YORK TIMES CO$20.6M0.09%420,773CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$20.4M0.09%544,161CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$20.0M0.09%264,003CommonSOLE
379577208GMEDGLOBUS MED INC$20.0M0.09%374,605CommonSOLE
G3198U102ESNTESSENT GROUP LTD$19.9M0.09%376,881CommonSOLE
29786A106ETSYETSY INC$19.8M0.09%243,932CommonSOLE
46434G822EWJISHARES INC$19.8M0.09%308,131CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$19.4M0.09%122,256CommonSOLE
441593100HLIHOULIHAN LOKEY INC$19.4M0.09%161,938CommonSOLE
89055F103BLDTOPBUILD CORP$19.3M0.08%51,450CommonSOLE
570535104MKLMARKEL GROUP INC$19.2M0.08%13,500CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$18.7M0.08%379,096CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$18.7M0.08%1,050,292CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$18.6M0.08%102,314CommonSOLE
000360206AAONAAON INC$18.6M0.08%251,878CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$18.5M0.08%142,991CommonSOLE
960413102WLKWESTLAKE CORPORATION$18.5M0.08%132,445CommonSOLE
11271J107BNBROOKFIELD CORP$18.4M0.08%459,419CommonSOLE
559222401MGAMAGNA INTL INC$18.1M0.08%305,461CommonSOLE
371901109GNTXGENTEX CORP$18.1M0.08%554,790CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM TO$18.1M0.08%374,898CommonSOLE
513847103MZTILANCASTER COLONY CORP$18.0M0.08%108,036CommonSOLE
231561101CWCURTISS WRIGHT CORP$17.9M0.08%80,159CommonSOLE
G8766E109TGHEURTEXTAINER GROUP HOLDINGS LTD$17.8M0.08%361,421CommonSOLE
055622104BPBP PLC$17.7M0.08%499,317CommonSOLE
690742101OCOWENS CORNING NEW$17.3M0.08%116,669CommonSOLE
231021106CMICUMMINS INC$17.2M0.08%71,682CommonSOLE
171779309CIENCIENA CORP$17.0M0.08%378,194CommonSOLE
56585A102MPCMARATHON PETE CORP$16.8M0.07%113,529CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$16.4M0.07%315,404CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$16.3M0.07%198,589CommonSOLE
G3323L100FNFABRINET$16.2M0.07%85,330CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$16.2M0.07%110,370CommonSOLE
980745103WWDWOODWARD INC$15.9M0.07%117,066CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$15.8M0.07%51,565CommonSOLE
038336103ATRAPTARGROUP INC$15.8M0.07%127,721CommonSOLE
78469C103SPUSDSP PLUS CORP$15.5M0.07%301,762CommonSOLE
116794108BRKRBRUKER CORP$15.0M0.07%204,759CommonSOLE
48282T104KAIKADANT INC$15.0M0.07%53,645CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$15.0M0.07%186,183CommonSOLE
65340P106NXENEXGEN ENERGY LTD$15.0M0.07%2,127,500CommonSOLE
444859102HUMHUMANA INC$14.9M0.07%32,438CommonSOLE
466032109JJSFJ & J SNACK FOODS CORP$14.6M0.06%87,075CommonSOLE
00191U102EFORASGN INC$14.5M0.06%150,760CommonSOLE
85914M107STEPSTEPSTONE GROUP INC$14.5M0.06%454,900CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$14.4M0.06%199,259CommonSOLE
143130102KMXCARMAX INC$14.3M0.06%186,939CommonSOLE
315616102FFIVF5 INC$14.2M0.06%79,288CommonSOLE
172755100CRUSCIRRUS LOGIC INC$14.1M0.06%169,990CommonSOLE
244199105DEDEERE & CO$14.0M0.06%35,018CommonSOLE
923725105VETVERMILION ENERGY INC$14.0M0.06%1,157,855CommonSOLE
057665200BCPCBALCHEM CORP$13.8M0.06%93,086CommonSOLE
302941109FCNFTI CONSULTING INC$13.5M0.06%67,794CommonSOLE
74971D101RPTUSDRPT REALTY$13.3M0.06%1,040,244CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$13.3M0.06%123,085CommonSOLE
56117J100MBUUMALIBU BOATS INC$13.0M0.06%237,680CommonSOLE
857477103STTSTATE STR CORP$12.9M0.06%166,795CommonSOLE
84860W300SRCUSDSPIRIT RLTY CAP INC NEW$12.8M0.06%294,090CommonSOLE
750236101RDNRADIAN GROUP INC$12.7M0.06%445,931CommonSOLE
12504L109CBRECBRE GROUP INC$12.4M0.05%133,495CommonSOLE
G5960L103MDTMEDTRONIC PLC$12.4M0.05%150,271CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$12.3M0.05%129,864CommonSOLE
517097101LGOLARGO INC$12.2M0.05%5,291,767CommonSOLE
552848103MTGMGIC INVT CORP WIS$12.1M0.05%629,013CommonSOLE
042735100ARWARROW ELECTRS INC$11.9M0.05%97,525CommonSOLE
55261F104MTBM & T BK CORP$11.8M0.05%86,182CommonSOLE
25470M109DISHDISH NETWORK CORPORATION$11.4M0.05%1,974,900CommonSOLE
29275Y102ENSENERSYS$11.2M0.05%111,136CommonSOLE
89531P105TREXTREX CO INC$11.1M0.05%134,553CommonSOLE
370334104GISGENERAL MLS INC$11.0M0.05%169,591CommonSOLE
G7S00T104PNRPENTAIR PLC$10.7M0.05%147,072CommonSOLE
038222105AMATAPPLIED MATLS INC$10.6M0.05%65,559CommonSOLE
G0176J109ALLEALLEGION PLC$10.2M0.04%80,345CommonSOLE
91913Y100VLOVALERO ENERGY CORP$10.0M0.04%77,155CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$9.9M0.04%114,880CommonSOLE
876030107TPRTAPESTRY INC$9.9M0.04%267,750CommonSOLE
19247A100CNSCOHEN & STEERS INC$9.8M0.04%129,823CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$9.6M0.04%156,200CommonSOLE
00770K202AMTXAEMETIS INC$9.5M0.04%1,815,264CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$9.3M0.04%151,865CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$9.2M0.04%306,455CommonSOLE
H2906T109GRMNGARMIN LTD$9.2M0.04%71,529CommonSOLE
M53213100ICLICL GROUP LTD$9.1M0.04%1,782,282CommonSOLE
05968L102CIBEURBANCOLOMBIA S A$8.9M0.04%287,815CommonSOLE
093671105HRBBLOCK H & R INC$8.6M0.04%178,525CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$8.6M0.04%28,217CommonSOLE
891160509TDTORONTO DOMINION BK ONT$8.6M0.04%132,010CommonSOLE
453038408IMOIMPERIAL OIL LTD$8.4M0.04%146,112CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$8.3M0.04%88,227CommonSOLE
402635502GPORGULFPORT ENERGY CORP$8.2M0.04%61,923CommonSOLE
883203101TXTTEXTRON INC$8.2M0.04%101,541CommonSOLE
693656100PVHPVH CORPORATION$8.1M0.04%66,176CommonSOLE
55616P104MMACYS INC$7.8M0.03%386,927CommonSOLE
12532H104GIBCGI INC$7.7M0.03%71,900CommonSOLE
741511109PSMTPRICESMART INC$7.6M0.03%100,595CommonSOLE
35137L105FOXAFOX CORP$7.6M0.03%255,823CommonSOLE
521865204LEALEAR CORP$7.6M0.03%53,701CommonSOLE
608190104MHKMOHAWK INDS INC$7.5M0.03%72,263CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$7.4M0.03%127,923CommonSOLE
22576C101CRESCENT PT ENERGY CORP$7.3M0.03%1,055,300CommonSOLE
48241A105KBKB FINL GROUP INC$7.2M0.03%174,449CommonSOLE
55405W104MYRGMYR GROUP INC DEL$7.1M0.03%49,067CommonSOLE
84612U107SOVOS BRANDS INC$7.0M0.03%317,134CommonSOLE
281020107EIXEDISON INTL$6.9M0.03%96,145CommonSOLE
88031M109TSTENARIS S A$6.9M0.03%197,137CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$6.8M0.03%118,311CommonSOLE
117043109BCBRUNSWICK CORP$6.7M0.03%69,340CommonSOLE
30161N101EXCEXELON CORP$6.7M0.03%185,861CommonSOLE
91529Y106UNMUNUM GROUP$6.7M0.03%147,403CommonSOLE
G491BT108IVZINVESCO LTD$6.6M0.03%370,725CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$6.6M0.03%34,473CommonSOLE
063671101BMOBANK MONTREAL QUE$6.6M0.03%66,272CommonSOLE
279158109ECECOPETROL S A$6.5M0.03%546,174CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$6.4M0.03%42,376CommonSOLE
26210C104DBXDROPBOX INC$6.3M0.03%214,567CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$6.3M0.03%79,071CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$6.2M0.03%27,428CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$6.2M0.03%25,523CommonSOLE
88706T108TIMBTIM S A$6.2M0.03%336,586CommonSOLE
911363109URIUNITED RENTALS INC$6.1M0.03%10,592CommonSOLE
292766102ERFGBPENERPLUS CORP$5.7M0.03%370,800CommonSOLE
904767704UNILEVER PLC$5.5M0.02%114,169CommonSOLE
11135F101AVGOBROADCOM INC$5.4M0.02%4,857CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$5.1M0.02%77,244CommonSOLE
87612E106TGTTARGET CORP$5.0M0.02%35,350CommonSOLE
456788108INFYINFOSYS LTD$4.5M0.02%246,074CommonSOLE
384802104GWWGRAINGER W W INC$4.4M0.02%5,339CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.4M0.02%60,955CommonSOLE
Y8565N300TNKTEEKAY TANKERS LTD$4.4M0.02%87,386CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4.3M0.02%29,353CommonNONE
296006109EROERO COPPER CORP$4.3M0.02%270,000CommonSOLE
71943U104DOCUSDPHYSICIANS RLTY TR$4.2M0.02%317,848CommonSOLE
302491303FMCFMC CORP$4.1M0.02%65,106CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$4.0M0.02%25,976CommonSOLE
292562105WIREEURENCORE WIRE CORP$3.9M0.02%18,225CommonSOLE
053807103AVTAVNET INC$3.9M0.02%76,863CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$3.9M0.02%30,791CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$3.9M0.02%29,559CommonSOLE
364760108GAPGAP INC$3.8M0.02%183,829CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$3.8M0.02%74,416CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$3.8M0.02%31,729CommonSOLE
46429B598INDAISHARES TR$3.7M0.02%75,187CommonSOLE
38059T106GFIGOLD FIELDS LTD$3.7M0.02%253,541CommonSOLE
50202P105LICYUSDLI-CYCLE HOLDINGS CORP$3.6M0.02%6,169,947CommonSOLE
05329W102ANAUTONATION INC$3.6M0.02%23,795CommonSOLE
693506107PPGPPG INDS INC$3.5M0.02%23,682CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$3.5M0.02%88,009CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$3.4M0.02%15,600CommonSOLE
871607107SNPSSYNOPSYS INC$3.4M0.02%6,642CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$3.4M0.01%45,374CommonSOLE
374396406GEVOGEVO INC$3.3M0.01%2,887,571CommonSOLE
87265H109T86TRI POINTE HOMES INC$3.3M0.01%94,421CommonSOLE
500255104KSSKOHLS CORP$3.3M0.01%116,260CommonSOLE
963320106WHRWHIRLPOOL CORP$3.3M0.01%26,766CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$3.3M0.01%255,924CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$3.2M0.01%55,241CommonSOLE
624758108MWAMUELLER WTR PRODS INC$3.2M0.01%222,144CommonSOLE
201723103CMCCOMMERCIAL METALS CO$3.2M0.01%63,475CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$3.2M0.01%374,772CommonNONE
047649108ATKRATKORE INC$3.2M0.01%19,802CommonSOLE
03852U106ARMKARAMARK$3.1M0.01%111,627CommonSOLE
423403104MOMOHELLO GROUP INC$3.1M0.01%451,325CommonSOLE
11777Q209BTGB2GOLD CORP$3.1M0.01%964,713CommonSOLE
887389104TKRTIMKEN CO$3.0M0.01%37,988CommonSOLE
98379L100XPELXPEL INC$3.0M0.01%56,090CommonSOLE
136385101CNQCANADIAN NAT RES LTD$2.9M0.01%44,200CommonSOLE
651587107NEUNEWMARKET CORP$2.8M0.01%5,158CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.8M0.01%7,767CommonSOLE
447011107HUNHUNTSMAN CORP$2.7M0.01%109,306CommonSOLE
384637104GHCGRAHAM HLDGS CO$2.7M0.01%3,926CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.7M0.01%5,398CommonSOLE
959802109WUWESTERN UN CO$2.7M0.01%223,250CommonSOLE
683715106OTEXOPEN TEXT CORP$2.6M0.01%62,762CommonSOLE
505336107LZBLA Z BOY INC$2.6M0.01%69,231CommonSOLE
146229109CRICARTERS INC$2.5M0.01%33,763CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$2.5M0.01%46,453CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD$2.4M0.01%450,900CommonSOLE
913456109UVVUNIVERSAL CORP VA$2.4M0.01%35,997CommonSOLE
45104G104IBNICICI BANK LIMITED$2.4M0.01%99,821CommonSOLE
64110D104NTAPNETAPP INC$2.4M0.01%26,882CommonSOLE
05577W200DOOBRP INC$2.3M0.01%31,548CommonSOLE
29357K103ENVAENOVA INTL INC$2.3M0.01%40,796CommonSOLE
759509102RSRELIANCE STEEL & ALUMINUM CO$2.2M0.01%7,762CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$2.1M0.01%35,494CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$2.1M0.01%13,610CommonSOLE
91912E105VALEVALE S A$2.1M0.01%130,929CommonNONE
204409601CIGCIA ENERGETICA DE MINAS GERA$2.0M0.01%853,378CommonSOLE
487836108KKELLANOVA$1.9M0.01%34,510CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.9M0.01%33,000CommonSOLE
403829104GYROGYRODYNE LLC$1.9M0.01%119,248CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$1.8M0.01%16,950CommonSOLE
631103108NDAQNASDAQ INC$1.7M0.01%29,689CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$1.7M0.01%5,729CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.7M0.01%21,933CommonSOLE
115236101BROBROWN & BROWN INC$1.7M0.01%23,219CommonSOLE
H11356104BGBUNGE GLOBAL SA$1.6M0.01%16,060CommonSOLE
20441B605ELP1COMPANHIA PARANAENSE DE ENER$1.5M0.01%179,800CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$1.5M0.01%14,162CommonSOLE
29269R105EFXTENERFLEX LTD$1.4M0.01%307,146CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$1.4M0.01%96,910CommonSOLE
71363P106PRDOPERDOCEO ED CORP$1.3M0.01%73,709CommonSOLE
344849104WOOFOOT LOCKER INC$1.3M0.01%40,601CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.2M0.01%5,765CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$1.2M0.01%166,332CommonNONE
40415F101HDBHDFC BANK LTD$1.1M0.01%16,987CommonSOLE
44925C103ICFIICF INTL INC$1.1M0.00%8,320CommonSOLE
931142103WMTWALMART INC$1.1M0.00%6,905CommonSOLE
412822108HOGHARLEY DAVIDSON INC$1.1M0.00%29,135CommonSOLE
00081T108ACCOACCO BRANDS CORP$1.0M0.00%172,308CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$1.0M0.00%16,877CommonSOLE
767204100RIORIO TINTO PLC$983,4680.00%13,208CommonNONE
680223104ORIOLD REP INTL CORP$961,6740.00%32,710CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$952,7920.00%6,153CommonSOLE
25787G100DFINDONNELLEY FINL SOLUTIONS INC$926,3190.00%14,852CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$909,5180.00%31,493CommonSOLE
93627C101HCCWARRIOR MET COAL INC$908,2700.00%14,897CommonSOLE
917047102URBNURBAN OUTFITTERS INC$888,0030.00%24,881CommonSOLE
929740108WABWABTEC$862,1590.00%6,794CommonSOLE
040413106ANETEURARISTA NETWORKS INC$854,4300.00%3,628CommonSOLE
400501102OMABGRUPO AEROPORTUARIO DEL CENT$854,3400.00%10,095CommonSOLE
297602104ETDETHAN ALLEN INTERIORS INC$841,6030.00%26,366CommonSOLE
92932M101WNSNWNS HLDGS LTD$824,6970.00%13,049CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$820,2880.00%2,642CommonSOLE
077454106BDCBELDEN INC$787,7180.00%10,197CommonSOLE
783754104RYZRYERSON HLDG CORP$785,2940.00%22,644CommonSOLE
86333M108LRNSTRIDE INC$768,1290.00%12,938CommonSOLE
126349109CSNCSG SYS INTL INC$753,9860.00%14,170CommonSOLE
29430C102VSTSVESTIS CORPORATION$726,6880.00%34,375CommonSOLE
57686G105MATXMATSON INC$670,3140.00%6,116CommonSOLE
780259305SHELSHELL PLC$670,3050.00%10,187CommonSOLE
12621E103CNOCNO FINL GROUP INC$666,2800.00%23,881CommonSOLE
248019101DLXDELUXE CORP$648,9700.00%30,255CommonSOLE
981475106WKCWORLD KINECT CORPORATION$635,2200.00%27,885CommonSOLE
G02602103DOXAMDOCS LTD$631,5780.00%7,186CommonSOLE
629209305NMIHNMI HLDGS INC$621,8260.00%20,951CommonSOLE
104674106BRCBRADY CORP$616,8910.00%10,511CommonSOLE
74319R101PRGPROG HOLDINGS INC$601,7870.00%19,469CommonSOLE
824889109SCVLSHOE CARNIVAL INC$585,0170.00%19,365CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$582,5520.00%12,400CommonSOLE
26874R108EENI S P A$578,1700.00%17,000CommonSOLE
974637100WGOWINNEBAGO INDS INC$578,0840.00%7,932CommonSOLE
419596101HVTHAVERTY FURNITURE COS INC$574,5320.00%16,184CommonSOLE
404251100HNIHNI CORP$573,2380.00%13,704CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$561,4660.00%16,148CommonSOLE
718172109PMPHILIP MORRIS INTL INC$550,8380.00%5,855CommonSOLE
05278C107ATHMAUTOHOME INC$549,9760.00%19,600CommonSOLE
26152H301DRDDRDGOLD LIMITED$547,7550.00%68,900CommonSOLE
015658107ASTLALGOMA STL GROUP INC$538,6170.00%53,400CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$523,1500.00%20,556CommonSOLE
29278D105ENICENEL CHILE S.A.$517,8910.00%159,843CommonSOLE
76122Q105RGPRESOURCES CONNECTION INC$498,2880.00%35,165CommonSOLE
68268W103OMFONEMAIN HLDGS INC$473,0090.00%9,614CommonSOLE
97651M109WITWIPRO LTD$455,7430.00%81,821CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$447,2520.00%24,400CommonSOLE
703395103PDCOEURPATTERSON COS INC$445,9820.00%15,676CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$424,7640.00%13,800CommonSOLE
G25508105CRHCRH PLC$418,0030.00%6,044CommonSOLE
985817105YELPYELP INC$409,6800.00%8,654CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$407,4520.00%1,774CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$399,8480.00%2,071CommonSOLE
78442P106SLMSLM CORP$396,3380.00%20,729CommonSOLE
691497309OXMOXFORD INDS INC$395,7000.00%3,957CommonSOLE
31428X106FDXFEDEX CORP$391,0920.00%1,546CommonSOLE
806407102HSICHENRY SCHEIN INC$378,7770.00%5,003CommonSOLE
410495204HAFCHANMI FINL CORP$371,9950.00%19,175CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$369,9320.00%1,942CommonSOLE
55345K10337MMRC GLOBAL INC$355,5570.00%32,294CommonSOLE
20441B704ELPCCOMPANHIA PARANAENSE DE ENER$353,7570.00%44,950CommonSOLE
G2143T103CMPRCIMPRESS PLC$346,7770.00%4,332CommonSOLE
227046109CROXCROCS INC$346,1770.00%3,706CommonSOLE
713448108PEPPEPSICO INC$340,6990.00%2,006CommonSOLE
617446448MSMORGAN STANLEY$339,9900.00%3,646CommonSOLE
803054204SAPSAP SE SPON ADR$339,7890.00%2,198CommonNONE
700517105PKPARK HOTELS & RESORTS INC$336,8600.00%22,017CommonSOLE
045487105ASBASSOCIATED BANC CORP$332,0800.00%15,525CommonSOLE
624580106MOVMOVADO GROUP INC$326,8260.00%10,840CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$326,1940.00%488CommonSOLE
52603B107TREELENDINGTREE INC NEW$316,9050.00%10,452CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$312,9490.00%18,841CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$310,4440.00%3,513CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$303,5090.00%8,932CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC$299,0960.00%5,600CommonSOLE
68622V106OGNORGANON & CO$291,9620.00%20,247CommonSOLE
615394202MOG/AMOOG INC$287,6780.00%1,987CommonSOLE
336901103SRCE1ST SOURCE CORP$286,0700.00%5,206CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$284,6440.00%11,875CommonSOLE
422819102HSIHEIDRICK & STRUGGLES INTL IN$279,6790.00%9,471CommonSOLE
69318G106PBFPBF ENERGY INC$276,9480.00%6,300CommonSOLE
57637H103MCFTMASTERCRAFT BOAT HLDGS INC$275,4380.00%12,166CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$260,7970.00%4,260CommonSOLE
453838609IBCPINDEPENDENT BK CORP MICH$249,1150.00%9,574CommonSOLE
371532102GCOGENESCO INC$242,9490.00%6,900CommonSOLE
H1467J104CBCHUBB LIMITED$242,2720.00%1,072CommonSOLE
807066105SCHLSCHOLASTIC CORP$235,8140.00%6,255CommonSOLE
92335C106VRAVERA BRADLEY INC$235,7890.00%30,622CommonSOLE
55305B101MHOM/I HOMES INC$234,0200.00%1,699CommonSOLE
00164V103AMCXAMC NETWORKS INC$231,3240.00%12,311CommonSOLE
204149108CTBICOMMUNITY TR BANCORP INC$230,3530.00%5,252CommonSOLE
928881101VNTVONTIER CORPORATION$223,4350.00%6,467CommonSOLE
37247D106GNWGENWORTH FINL INC$218,3090.00%32,681CommonSOLE
806882106SCHN1EURSCHNITZER STEEL INDS INC$216,4880.00%7,178CommonSOLE
217204106CPRTCOPART INC$215,0120.00%4,388CommonSOLE
896288107TNETTRINET GROUP INC$213,7170.00%1,797CommonSOLE
320218100THFFFIRST FINL CORP IND$213,0850.00%4,952CommonSOLE
25525P107DHCDIVERSIFIED HEALTHCARE TR$211,4000.00%56,524CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$205,6230.00%6,975CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$202,7670.00%7,336CommonSOLE
81761L102SVCSERVICE PPTYS TR$198,9820.00%23,300CommonSOLE
75605Y106ANYWHERE REAL ESTATE INC$198,4760.00%24,473CommonSOLE
720190206PDMPIEDMONT OFFICE REALTY TR IN$194,8140.00%27,400CommonSOLE
309627107FMNBFARMERS NATIONAL BANC CORP$189,2950.00%13,100CommonSOLE
678026105OISOIL STS INTL INC$177,2190.00%26,100CommonSOLE
84863T106SPOKSPOK HLDGS INC$168,3910.00%10,878CommonSOLE
25243Q205DEODIAGEO P L C SPON ADR NEW$160,3720.00%1,101CommonNONE
858155203GJBSTEELCASE INC$157,6570.00%11,661CommonSOLE
00258W108THE AARONS COMPANY INC$113,1960.00%10,404CommonSOLE
02319V103ABEVAMBEV SA$105,0000.00%37,500CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD SPONSOR$75,2620.00%971CommonNONE
456237106ILPTINDUSTRIAL LOGISTICS PPTYS T$64,4650.00%13,716CommonSOLE
25961D105DOUGDOUGLAS ELLIMAN INC$37,5920.00%12,743CommonSOLE
210751103TCSUSDCONTAINER STORE GROUP INC$29,3800.00%12,886CommonSOLE
405552100HLNHALEON PLC$23,9900.00%2,915CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.