MondegarAI
Grantham, Mayo, Van Otterloo & Co. LLC

Q2 2024 · 13F-HR

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

Filed 2024-08-13 · accession 0001072613-24-000620

$29.61B
Reported value
525
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 525

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$1.69B5.71%3,782,328CommonSOLE
037833100AAPLAPPLE INC$1.27B4.28%6,013,397CommonSOLE
02079K305GOOGLALPHABET INC$1.26B4.27%6,937,885CommonSOLE
30303M102METAMETA PLATFORMS INC$1.11B3.76%2,207,020CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.01B3.41%1,982,532CommonSOLE
478160104JNJJOHNSON & JOHNSON$880.5M2.97%6,024,386CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$817.4M2.76%767,618CommonSOLE
68389X105ORCLORACLE CORP$803.8M2.71%5,692,642CommonSOLE
882508104TXNTEXAS INSTRS INC$785.8M2.65%4,039,455CommonSOLE
191216100KOCOCA COLA CO$749.3M2.53%11,772,050CommonSOLE
036752103ELVELEVANCE HEALTH INC$731.4M2.47%1,349,868CommonSOLE
023135106AMZNAMAZON COM INC$676.6M2.29%3,501,043CommonSOLE
58933Y105MRKMERCK & CO INC$659.6M2.23%5,328,292CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$633.6M2.14%1,424,317CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$616.7M2.08%2,032,727CommonSOLE
002824100ABTABBOTT LABS$601.9M2.03%5,792,160CommonSOLE
872540109TJXTJX COS INC NEW$596.1M2.01%5,414,490CommonSOLE
482480100KLACKLA CORP$572.0M1.93%693,790CommonSOLE
949746101WMT2WELLS FARGO CO NEW$566.5M1.91%9,538,858CommonSOLE
79466L302CRMSALESFORCE INC$544.5M1.84%2,117,674CommonSOLE
902973304USBUS BANCORP DEL$480.0M1.62%12,090,580CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$466.0M1.57%4,841,268CommonSOLE
92826C839VVISA INC$461.7M1.56%1,759,177CommonSOLE
532457108LLYELI LILLY & CO$426.0M1.44%470,489CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$380.8M1.29%1,480,070CommonSOLE
125523100CITHE CIGNA GROUP$371.5M1.25%1,123,919CommonSOLE
025816109AXPAMERICAN EXPRESS CO$292.3M0.99%1,262,350CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$291.4M0.98%2,128,721CommonSOLE
369604301GEGE AEROSPACE$288.2M0.97%1,812,806CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$235.4M0.79%425,639CommonSOLE
237266101DARDARLING INGREDIENTS INC$228.7M0.77%6,223,520CommonSOLE
86771W105RUNSUNRUN INC$193.4M0.65%16,310,540CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$171.7M0.58%10,630,626CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$170.5M0.58%781,616CommonSOLE
500688106KOSKOSMOS ENERGY LTD$139.8M0.47%25,233,326CommonSOLE
56501R106MFCMANULIFE FINL CORP$126.4M0.43%4,747,891CommonSOLE
N82405106STLASTELLANTIS N.V$125.6M0.42%6,346,410CommonSOLE
02361E108AMRCAMERESCO INC$122.9M0.42%4,266,759CommonSOLE
37733W204GSKGSK PLC$121.1M0.41%3,145,330CommonSOLE
861012102STMSTMICROELECTRONICS N V$105.1M0.35%2,675,819CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$98.9M0.33%2,426,825CommonSOLE
393222104GPREGREEN PLAINS INC$96.2M0.33%6,068,059CommonSOLE
20825C104COPCONOCOPHILLIPS$96.1M0.32%839,920CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$86.1M0.29%9,710,704CommonSOLE
65340P106NXENEXGEN ENERGY LTD$85.2M0.29%12,222,533CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$84.3M0.28%3,338,374CommonSOLE
66987V109NVSNOVARTIS AG$83.0M0.28%779,681CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$77.3M0.26%382,227CommonSOLE
17275R102CSCOCISCO SYS INC$76.2M0.26%1,603,349CommonSOLE
H50430232LOGILOGITECH INTL S A$74.5M0.25%769,622CommonNONE
717081103PFEPFIZER INC$73.3M0.25%2,620,014CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$71.6M0.24%414,029CommonSOLE
172967424CCITIGROUP INC$71.5M0.24%1,127,076CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$70.7M0.24%1,714,169CommonSOLE
438128308HMCHONDA MOTOR LTD$65.1M0.22%2,018,455CommonSOLE
458140100INTCINTEL CORP$64.4M0.22%2,080,757CommonSOLE
166764100CVXCHEVRON CORP NEW$64.4M0.22%411,424CommonSOLE
20030N101CMCSACOMCAST CORP NEW$63.7M0.22%1,625,777CommonSOLE
336433107FSLRFIRST SOLAR INC$63.3M0.21%280,775CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$61.6M0.21%1,158,119CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$60.2M0.20%57,264CommonSOLE
22052L104CTVACORTEVA INC$59.9M0.20%1,109,731CommonSOLE
060505104BACBANK AMERICA CORP$56.3M0.19%1,416,310CommonSOLE
001084102AGCOAGCO CORP$55.9M0.19%571,000CommonSOLE
40434L105HPQHP INC$54.9M0.19%1,568,849CommonSOLE
278642103EBAYEBAY INC.$54.6M0.18%1,016,302CommonSOLE
904767704UNILEVER PLC$54.4M0.18%989,316CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$53.8M0.18%388,743CommonSOLE
30231G102XOMEXXON MOBIL CORP$53.0M0.18%460,038CommonSOLE
126650100CVSCVS HEALTH CORP$52.5M0.18%889,773CommonSOLE
099724106BWABORGWARNER INC$52.0M0.18%1,613,023CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$51.7M0.17%395,103CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP$50.9M0.17%19,080,418CommonSOLE
345370860FFORD MTR CO DEL$50.3M0.17%4,007,417CommonSOLE
29355A107ENPHENPHASE ENERGY INC$49.7M0.17%498,784CommonSOLE
37045V100GMGENERAL MTRS CO$49.7M0.17%1,069,484CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$49.6M0.17%2,341,149CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$49.2M0.17%1,041,662CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$48.4M0.16%4,721,544CommonSOLE
D18190898DBDEUTSCHE BANK A G$48.4M0.16%3,027,782CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$47.8M0.16%824,546CommonSOLE
013091103ACIALBERTSONS COS INC$47.5M0.16%2,405,825CommonSOLE
02079K107GOOGALPHABET INC$46.5M0.16%253,412CommonSOLE
42809H107HESHESS CORP$45.5M0.15%308,731CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$45.4M0.15%934,280CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$45.3M0.15%666,486CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$44.8M0.15%99,113CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$44.1M0.15%1,167,537CommonSOLE
858119100STLDSTEEL DYNAMICS INC$43.5M0.15%335,566CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$43.1M0.15%404,664CommonSOLE
172755100CRUSCIRRUS LOGIC INC$42.5M0.14%332,783CommonNONE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$42.1M0.14%925,900CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$41.9M0.14%545,657CommonSOLE
15135B101CNCCENTENE CORP DEL$41.6M0.14%627,404CommonSOLE
85914M107STEPSTEPSTONE GROUP INC$41.1M0.14%896,500CommonNONE
670346105NUENUCOR CORP$41.1M0.14%260,235CommonSOLE
000360206AAONAAON INC$41.1M0.14%470,884CommonNONE
02005N100ALLYALLY FINL INC$40.7M0.14%1,024,825CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$40.5M0.14%412,705CommonNONE
379577208GMEDGLOBUS MED INC$40.1M0.14%586,067CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$40.0M0.13%280,984CommonNONE
650111107NYTNEW YORK TIMES CO$39.6M0.13%774,001CommonNONE
500754106KHCKRAFT HEINZ CO$39.5M0.13%1,225,841CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$39.5M0.13%1,961,800CommonSOLE
G3198U102ESNTESSENT GROUP LTD$39.1M0.13%694,975CommonNONE
15101Q207CLSCELESTICA INC$38.5M0.13%671,953CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$38.3M0.13%603,628CommonNONE
515098101LSTRLANDSTAR SYS INC$38.3M0.13%207,433CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$37.5M0.13%481,186CommonSOLE
513847103MZTILANCASTER COLONY CORP$37.5M0.13%198,392CommonNONE
441593100HLIHOULIHAN LOKEY INC$37.0M0.13%274,667CommonNONE
75524B104RBCRBC BEARINGS INC$36.7M0.12%136,006CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$36.1M0.12%225,001CommonSOLE
88579Y101MMM3M CO$36.1M0.12%352,803CommonSOLE
371901109GNTXGENTEX CORP$35.8M0.12%1,061,794CommonNONE
45337C102INCYINCYTE CORP$35.5M0.12%585,712CommonSOLE
878742204TECKTECK RESOURCES LTD$34.7M0.12%724,551CommonSOLE
G0508H110ALTMEURARCADIUM LITHIUM PLC$34.6M0.12%10,286,534CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$34.5M0.12%229,232CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$34.5M0.12%582,209CommonSOLE
26875P101EOGEOG RES INC$33.9M0.11%269,307CommonSOLE
693718108PCARPACCAR INC$33.5M0.11%325,614CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$33.4M0.11%2,055,515CommonSOLE
891160509TDTORONTO DOMINION BK ONT$33.3M0.11%606,723CommonSOLE
038336103ATRAPTARGROUP INC$33.0M0.11%234,026CommonNONE
466032109JJSFJ & J SNACK FOODS CORP$32.7M0.11%201,221CommonNONE
92556V106VTRSVIATRIS INC$32.1M0.11%3,023,525CommonSOLE
742718109PGPROCTER AND GAMBLE CO$32.0M0.11%194,224CommonSOLE
501044101KRKROGER CO$31.6M0.11%632,803CommonSOLE
682189105ONON SEMICONDUCTOR CORP$31.5M0.11%460,041CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$31.0M0.10%224,064CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$31.0M0.10%76,223CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$30.4M0.10%184,380CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$30.0M0.10%238,356CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$29.3M0.10%1,472,981CommonSOLE
171779309CIENCIENA CORP$29.0M0.10%602,850CommonNONE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$29.0M0.10%2,127,797CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$28.5M0.10%316,432CommonSOLE
580589109MGRCMCGRATH RENTCORP$28.4M0.10%266,800CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$28.3M0.10%572,905CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$28.3M0.10%403,216CommonNONE
747525103QCOMQUALCOMM INC$28.2M0.10%141,721CommonSOLE
354613101BENFRANKLIN RESOURCES INC$28.1M0.09%1,255,144CommonSOLE
91913Y100VLOVALERO ENERGY CORP$28.0M0.09%178,602CommonSOLE
03662Q105AKXANSYS INC$27.7M0.09%86,004CommonSOLE
231021106CMICUMMINS INC$27.1M0.09%97,960CommonSOLE
057665200BCPCBALCHEM CORP$26.9M0.09%174,605CommonNONE
00191U102EFORASGN INC$26.8M0.09%303,963CommonNONE
902494103TSNTYSON FOODS INC$26.8M0.09%468,508CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$26.4M0.09%867,622CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$26.3M0.09%1,709,838CommonSOLE
090572207BIOBIO RAD LABS INC$26.3M0.09%96,133CommonSOLE
148806102CTLTEURCATALENT INC$26.2M0.09%466,751CommonSOLE
35137L204FOXFOX CORP$25.8M0.09%804,562CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$25.4M0.09%2,103,111CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$25.4M0.09%2,441,709CommonSOLE
89055F103BLDTOPBUILD CORP$25.1M0.08%65,034CommonNONE
G3323L100FNFABRINET$25.0M0.08%102,255CommonNONE
83444M101SOLVSOLVENTUM CORP$24.9M0.08%471,473CommonSOLE
920253101VMIVALMONT INDS INC$24.8M0.08%90,400CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$24.7M0.08%539,193CommonSOLE
565849106MRO*MARATHON OIL CORP$24.5M0.08%853,186CommonSOLE
231561101CWCURTISS WRIGHT CORP$24.4M0.08%90,198CommonNONE
65290E101NXTNEXTRACKER INC$24.4M0.08%520,900CommonSOLE
03937C105ARCBARCBEST CORP$24.0M0.08%224,080CommonNONE
686688102ORAORMAT TECHNOLOGIES INC$23.8M0.08%332,607CommonSOLE
67077M108NTRNUTRIEN LTD$23.4M0.08%460,181CommonSOLE
03852U106ARMKARAMARK$23.2M0.08%682,924CommonSOLE
29786A106ETSYETSY INC$22.7M0.08%385,607CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$22.7M0.08%577,327CommonSOLE
56117J100MBUUMALIBU BOATS INC$22.7M0.08%648,920CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$22.6M0.08%357,500CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$22.3M0.08%220,876CommonSOLE
384313508EAFEURGRAFTECH INTL LTD$22.1M0.07%22,772,934CommonSOLE
12504L109CBRECBRE GROUP INC$22.0M0.07%247,003CommonSOLE
640491106NEOGNEOGEN CORP$22.0M0.07%1,407,687CommonNONE
530307305LBRDKLIBERTY BROADBAND CORP$22.0M0.07%400,415CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$21.8M0.07%159,152CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$21.5M0.07%298,911CommonSOLE
404280406HSBCHSBC HLDGS PLC$21.5M0.07%494,150CommonSOLE
443510607HUBBHUBBELL INC$21.5M0.07%58,704CommonSOLE
61945C103MOSMOSAIC CO NEW$21.5M0.07%742,355CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$21.1M0.07%5,328CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$21.0M0.07%347,246CommonSOLE
980745103WWDWOODWARD INC$21.0M0.07%120,321CommonNONE
693483109PKXPOSCO HOLDINGS INC$21.0M0.07%319,126CommonSOLE
15678U128CERE1EURCEREVEL THERAPEUTICS HLDNG I$20.8M0.07%508,838CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$20.8M0.07%500,246CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$20.7M0.07%1,431,801CommonSOLE
595112103MUMICRON TECHNOLOGY INC$20.7M0.07%157,433CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$20.7M0.07%422,259CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$20.6M0.07%551,861CommonSOLE
741511109PSMTPRICESMART INC$20.5M0.07%252,798CommonNONE
46434G822EWJISHARES INC$20.5M0.07%300,718CommonSOLE
127203107WHDCACTUS INC$20.4M0.07%387,171CommonNONE
444859102HUMHUMANA INC$20.1M0.07%53,799CommonSOLE
086516101BBYBEST BUY INC$20.0M0.07%236,849CommonSOLE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$19.9M0.07%736,318CommonSOLE
745867101PHMPULTE GROUP INC$19.8M0.07%180,011CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$19.7M0.07%329,686CommonSOLE
19247A100CNSCOHEN & STEERS INC$19.6M0.07%270,418CommonNONE
G5568L109LZMLIFEZONE METALS LIMITED$19.6M0.07%2,550,100CommonSOLE
767204100RIORIO TINTO PLC$19.4M0.07%294,941CommonSOLE
559222401MGAMAGNA INTL INC$19.4M0.07%463,703CommonSOLE
92338C103VLTOVERALTO CORP$19.4M0.07%203,149CommonSOLE
302941109FCNFTI CONSULTING INC$19.4M0.07%89,800CommonNONE
29414B104EPAMEPAM SYS INC$18.9M0.06%100,515CommonSOLE
244199105DEDEERE & CO$18.9M0.06%50,601CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$18.6M0.06%1,630,443CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$18.3M0.06%181,818CommonSOLE
609207105MDLZMONDELEZ INTL INC$18.1M0.06%275,832CommonSOLE
11135F101AVGOBROADCOM INC$17.7M0.06%11,004CommonSOLE
69047Q102OVVOVINTIV INC$17.6M0.06%376,300CommonSOLE
23331A109DHID R HORTON INC$17.6M0.06%125,105CommonSOLE
96145D105WRKUSDWESTROCK CO$17.1M0.06%340,683CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$16.9M0.06%509,868CommonSOLE
526057104LENLENNAR CORP$16.8M0.06%111,812CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$16.6M0.06%79,169CommonNONE
315616102FFIVF5 INC$16.5M0.06%96,063CommonSOLE
L00849106AGROADECOAGRO S A$16.5M0.06%1,695,160CommonSOLE
G5960L103MDTMEDTRONIC PLC$16.3M0.06%207,490CommonSOLE
G0751N103ABYEURATLANTICA SUSTAINABLE INFR P$16.3M0.06%742,754CommonSOLE
047649108ATKRATKORE INC$16.2M0.05%120,079CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$16.2M0.05%93,164CommonSOLE
923725105VETVERMILION ENERGY INC$16.0M0.05%1,457,726CommonSOLE
570535104MKLMARKEL GROUP INC$16.0M0.05%10,165CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM TO$16.0M0.05%336,815CommonSOLE
375558103GILDGILEAD SCIENCES INC$16.0M0.05%233,261CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$15.7M0.05%38,237CommonNONE
G7S00T104PNRPENTAIR PLC$15.6M0.05%203,972CommonSOLE
82836G102SBOWEURSILVERBOW RES INC$15.6M0.05%412,564CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$15.6M0.05%1,194,340CommonSOLE
418100103HCP2EURHASHICORP INC$15.4M0.05%457,003CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$15.3M0.05%131,786CommonSOLE
22266T109CPNGCOUPANG INC$15.3M0.05%730,185CommonNONE
883203101TXTTEXTRON INC$15.3M0.05%177,763CommonSOLE
690742101OCOWENS CORNING NEW$14.6M0.05%84,295CommonSOLE
81141R100SESEA LTD$14.4M0.05%202,253CommonNONE
11271J107BNBROOKFIELD CORP$14.4M0.05%347,556CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$13.9M0.05%120,154CommonSOLE
48282T104KAIKADANT INC$13.8M0.05%46,888CommonNONE
001055102AFLAFLAC INC$13.5M0.05%151,539CommonSOLE
526107107LIILENNOX INTL INC$13.5M0.05%25,166CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$13.3M0.05%97,527CommonSOLE
35137L105FOXAFOX CORP$13.3M0.04%386,956CommonSOLE
G0176J109ALLEALLEGION PLC$13.1M0.04%110,897CommonNONE
857477103STTSTATE STR CORP$13.0M0.04%175,720CommonSOLE
552848103MTGMGIC INVT CORP WIS$12.9M0.04%598,895CommonSOLE
373737105GGBGERDAU SA$12.9M0.04%3,897,893CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$12.7M0.04%286,782CommonSOLE
256135203RDYDR REDDYS LABS LTD$12.6M0.04%165,217CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$12.3M0.04%1,830,982CommonSOLE
402635502GPORGULFPORT ENERGY CORP$12.3M0.04%81,520CommonSOLE
55261F104MTBM & T BK CORP$12.3M0.04%81,193CommonSOLE
05968L102CIBEURBANCOLOMBIA S A$12.2M0.04%372,628CommonSOLE
29275Y102ENSENERSYS$12.1M0.04%117,336CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$12.1M0.04%126,858CommonSOLE
05478C105AZEKAZEK CO INC$12.1M0.04%287,567CommonNONE
25659T107DLBDOLBY LABORATORIES INC$12.0M0.04%151,121CommonNONE
67079A102NUVEI CORPORATION$11.7M0.04%359,859CommonSOLE
88031M109TSTENARIS S A$11.4M0.04%373,803CommonSOLE
370334104GISGENERAL MLS INC$11.1M0.04%175,877CommonSOLE
143130102KMXCARMAX INC$11.1M0.04%151,274CommonSOLE
750236101RDNRADIAN GROUP INC$10.9M0.04%350,495CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$10.8M0.04%171,686CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$10.4M0.04%498,500CommonSOLE
92858V101VZIOEURVIZIO HLDG CORP$10.1M0.03%937,333CommonSOLE
25271C201DO1USDDIAMOND OFFSHORE DRILLING IN$9.8M0.03%633,235CommonSOLE
517097101LGOLARGO INC$9.7M0.03%5,265,102CommonSOLE
67066G104NVDANVIDIA CORPORATION$9.7M0.03%78,331CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$9.4M0.03%46,852CommonSOLE
227046109CROXCROCS INC$9.3M0.03%63,853CommonSOLE
91912E105VALEVALE S A$9.3M0.03%831,953CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$9.1M0.03%28,722CommonSOLE
453038408IMOIMPERIAL OIL LTD$8.9M0.03%130,396CommonNONE
042735100ARWARROW ELECTRS INC$8.9M0.03%73,420CommonSOLE
91529Y106UNMUNUM GROUP$8.9M0.03%173,412CommonSOLE
093671105HRBBLOCK H & R INC$8.7M0.03%159,867CommonSOLE
78454L100SMSM ENERGY CO$8.4M0.03%194,398CommonSOLE
617446448MSMORGAN STANLEY$8.2M0.03%84,867CommonSOLE
H11356104BGBUNGE GLOBAL SA$8.2M0.03%77,200CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$8.0M0.03%40,290CommonSOLE
G4233B109HAFNIOHAFNIA LTD$8.0M0.03%945,973CommonSOLE
012653101ALBALBEMARLE CORP$7.9M0.03%82,200CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$7.7M0.03%89,845CommonSOLE
G17384101BW LPG LTD$7.7M0.03%413,902CommonSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$7.7M0.03%593,460CommonSOLE
H42097107UBSUBS GROUP AG$7.5M0.03%254,402CommonSOLE
683715106OTEXOPEN TEXT CORP$7.5M0.03%248,244CommonSOLE
98379L100XPELXPEL INC$7.4M0.02%207,350CommonNONE
N20944109CNHCNH INDL N V$7.3M0.02%724,867CommonSOLE
038222105AMATAPPLIED MATLS INC$7.3M0.02%30,875CommonSOLE
281020107EIXEDISON INTL$6.7M0.02%93,945CommonSOLE
30161N101EXCEXELON CORP$6.7M0.02%194,437CommonSOLE
47215P106JDJD.COM INC$6.6M0.02%253,830CommonSOLE
92340V107016VEREN INC$6.6M0.02%833,207CommonSOLE
48241A105KBKB FINL GROUP INC$6.4M0.02%113,340CommonNONE
013872106AAALCOA CORP$6.4M0.02%160,265CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$6.3M0.02%50,929CommonNONE
46817M107JXNJACKSON FINANCIAL INC$6.2M0.02%84,022CommonSOLE
959802109WUWESTERN UN CO$6.2M0.02%508,617CommonSOLE
87484T108TALOTALOS ENERGY INC$6.2M0.02%506,500CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$6.0M0.02%62,224CommonNONE
253393102DKSDICKS SPORTING GOODS INC$6.0M0.02%27,766CommonSOLE
G3223R108EGEVEREST GROUP LTD$6.0M0.02%15,618CommonSOLE
521865204LEALEAR CORP$5.9M0.02%51,295CommonSOLE
00770K202AMTXAEMETIS INC$5.7M0.02%1,891,384CommonSOLE
12532H104GIBCGI INC$5.7M0.02%56,778CommonSOLE
H2906T109GRMNGARMIN LTD$5.6M0.02%34,427CommonSOLE
963320106WHRWHIRLPOOL CORP$5.6M0.02%54,876CommonSOLE
852234103XYZBLOCK INC$5.5M0.02%85,389CommonSOLE
50202P204LICYQLI-CYCLE HOLDINGS CORP$5.3M0.02%819,213CommonSOLE
74347M108PUMPPROPETRO HLDG CORP$5.3M0.02%611,600CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$5.3M0.02%69,584CommonSOLE
00206R102TAT&T INC$5.3M0.02%274,868CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$5.0M0.02%98,176CommonSOLE
05329W102ANAUTONATION INC$5.0M0.02%31,232CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$4.9M0.02%43,976CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$4.7M0.02%15,812CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$4.6M0.02%163,411CommonSOLE
053807103AVTAVNET INC$4.4M0.01%86,116CommonSOLE
201723103CMCCOMMERCIAL METALS CO$4.3M0.01%78,136CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$4.1M0.01%25,999CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$4.0M0.01%61,688CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$3.9M0.01%116,959CommonSOLE
11777Q209BTGB2GOLD CORP$3.8M0.01%1,426,935CommonSOLE
731068102PIIPOLARIS INC$3.8M0.01%48,444CommonSOLE
05577W200DOOBRP INC$3.8M0.01%58,972CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$3.7M0.01%41,048CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$3.7M0.01%68,850CommonSOLE
151290889CXCEMEX SAB DE CV$3.6M0.01%565,745CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.5M0.01%10,750CommonSOLE
918204108VFCV F CORP$3.5M0.01%261,458CommonSOLE
314211103FHIFEDERATED HERMES INC$3.5M0.01%105,588CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$3.3M0.01%89,100CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$3.3M0.01%99,300CommonSOLE
88706T108TIMBTIM S A$3.3M0.01%227,505CommonNONE
464287465EFAISHARES TR$3.2M0.01%40,330CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$3.1M0.01%21,058CommonSOLE
876030107TPRTAPESTRY INC$3.1M0.01%71,667CommonSOLE
830566105SKAASKECHERS U S A INC$3.0M0.01%42,745CommonSOLE
G491BT108IVZINVESCO LTD$2.9M0.01%194,140CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2.9M0.01%66,490CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2.8M0.01%2,944CommonSOLE
48268K101KTKT CORP$2.8M0.01%204,694CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$2.7M0.01%14,174CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$2.7M0.01%9,065CommonSOLE
384802104GWWGRAINGER W W INC$2.7M0.01%2,974CommonSOLE
624758108MWAMUELLER WTR PRODS INC$2.7M0.01%148,744CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$2.6M0.01%67,201CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$2.5M0.01%16,497CommonSOLE
624756102MLIMUELLER INDS INC$2.5M0.01%44,016CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2.5M0.01%18,122CommonSOLE
504922105LHLABCORP HOLDINGS INC$2.5M0.01%12,067CommonSOLE
457187102INGRINGREDION INC$2.4M0.01%21,167CommonSOLE
78442P106SLMSLM CORP$2.4M0.01%115,742CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$2.4M0.01%34,890CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.3M0.01%8,629CommonSOLE
46429B598INDAISHARES TR$2.3M0.01%41,111CommonSOLE
08579X101BRYBERRY CORP$2.3M0.01%353,300CommonSOLE
45104G104IBNICICI BANK LIMITED$2.2M0.01%77,436CommonSOLE
126408103CSXCSX CORP$2.2M0.01%65,328CommonSOLE
H1467J104CBCHUBB LIMITED$2.2M0.01%8,541CommonSOLE
456788108INFYINFOSYS LTD$2.2M0.01%115,469CommonSOLE
117043109BCBRUNSWICK CORP$2.1M0.01%29,337CommonSOLE
247361702DALDELTA AIR LINES INC DEL$2.0M0.01%41,257CommonSOLE
78440P306SKMSK TELECOM LTD$2.0M0.01%93,231CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$1.9M0.01%27,750CommonSOLE
374396406GEVOGEVO INC$1.8M0.01%3,278,771CommonSOLE
688239201OSKOSHKOSH CORP$1.8M0.01%16,344CommonSOLE
146229109CRICARTERS INC$1.8M0.01%28,382CommonSOLE
931142103WMTWALMART INC$1.7M0.01%25,639CommonSOLE
384637104GHCGRAHAM HLDGS CO$1.6M0.01%2,318CommonSOLE
68268W103OMFONEMAIN HLDGS INC$1.6M0.01%32,619CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$1.5M0.01%10,769CommonSOLE
204409601CIGCIA ENERGETICA DE MINAS GERA$1.5M0.01%869,296CommonNONE
71363P106PRDOPERDOCEO ED CORP$1.5M0.01%70,703CommonSOLE
127190304CACICACI INTL INC$1.5M0.01%3,466CommonSOLE
500255104KSSKOHLS CORP$1.4M0.00%62,149CommonSOLE
29357K103ENVAENOVA INTL INC$1.4M0.00%22,747CommonSOLE
87265H109T86TRI POINTE HOMES INC$1.4M0.00%37,119CommonSOLE
74051N1022655957DPREMIER INC$1.4M0.00%73,312CommonSOLE
404251100HNIHNI CORP$1.4M0.00%30,326CommonSOLE
889478103TOLTOLL BROTHERS INC$1.3M0.00%11,210CommonSOLE
505336107LZBLA Z BOY INC$1.3M0.00%34,260CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$1.2M0.00%7,296CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.2M0.00%4,246CommonSOLE
292562105WIREEURENCORE WIRE CORP$1.2M0.00%4,065CommonSOLE
929740108WABWABTEC$1.2M0.00%7,445CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$1.2M0.00%131,476CommonNONE
44925C103ICFIICF INTL INC$1.1M0.00%7,614CommonSOLE
72352L106PINSPINTEREST INC$1.1M0.00%25,070CommonSOLE
55616P104MMACYS INC$1.1M0.00%56,596CommonSOLE
62944T105NVRNVR INC$1.1M0.00%143CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.0M0.00%10,769CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$1.0M0.00%3,453CommonSOLE
05278C107ATHMAUTOHOME INC$1.0M0.00%37,469CommonSOLE
36251C103GMS1EURGMS INC$1.0M0.00%12,706CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$1.0M0.00%12,637CommonSOLE
86333M108LRNSTRIDE INC$1.0M0.00%14,333CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$1.0M0.00%17,106CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$975,5220.00%17,596CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$969,9380.00%15,624CommonSOLE
48666K109KBHKB HOME$953,9570.00%13,593CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$889,1680.00%8,331CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$877,2180.00%5,642CommonSOLE
57686G105MATXMATSON INC$876,4510.00%6,692CommonSOLE
279158109ECECOPETROL S A$863,9800.00%77,210CommonNONE
803054204SAPSAP SE SPON ADR$860,0910.00%4,264CommonNONE
21871X109CRBGCOREBRIDGE FINL INC$857,8170.00%29,458CommonSOLE
97651M109WITWIPRO LTD$846,5580.00%138,780CommonSOLE
629209305NMIHNMI HLDGS INC$845,6560.00%24,843CommonSOLE
858155203GJBSTEELCASE INC$837,5400.00%64,625CommonSOLE
64110D104NTAPNETAPP INC$819,4260.00%6,362CommonSOLE
344849104WOOFOOT LOCKER INC$817,1770.00%32,792CommonSOLE
364760108GAPGAP INC$806,5500.00%33,761CommonSOLE
G98196101W9N0WNS HLDGS LTD$803,4070.00%15,303CommonSOLE
907818108UNPUNION PAC CORP$798,6980.00%3,530CommonSOLE
760759100RSGREPUBLIC SVCS INC$790,9640.00%4,070CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$789,5370.00%5,713CommonSOLE
70202L102PSNPARSONS CORP DEL$787,2580.00%9,623CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$752,1860.00%128,799CommonNONE
631103108NDAQNASDAQ INC$750,6590.00%12,457CommonSOLE
824889109SCVLSHOE CARNIVAL INC$714,3750.00%19,365CommonSOLE
20441B605ELP1COMPANHIA PARANAENSE DE ENER$698,5430.00%104,416CommonNONE
74319R101PRGPROG HOLDINGS INC$698,2820.00%20,135CommonSOLE
55305B101MHOM/I HOMES INC$692,6560.00%5,671CommonSOLE
651587107NEUNEWMARKET CORP$688,8020.00%1,336CommonSOLE
248019101DLXDELUXE CORP$679,5270.00%30,255CommonSOLE
104674106BRCBRADY CORP$674,6580.00%10,219CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$667,0030.00%2,423CommonSOLE
G39108108GTESGATES INDL CORP PLC$653,2060.00%41,316CommonSOLE
693506107PPGPPG INDS INC$652,6140.00%5,184CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$650,0650.00%2,639CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$613,4770.00%3,017CommonSOLE
00081T108ACCOACCO BRANDS CORP$609,2230.00%129,622CommonSOLE
40415F101HDBHDFC BANK LTD$608,7550.00%9,463CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$590,6090.00%4,778CommonSOLE
400501102OMABGRUPO AEROPORTUARIO DEL CENT$581,5190.00%8,596CommonSOLE
93627C101HCCWARRIOR MET COAL INC$565,9340.00%9,016CommonSOLE
780259305SHELSHELL PLC$561,2720.00%7,776CommonSOLE
680223104ORIOLD REP INTL CORP$557,2510.00%18,034CommonSOLE
57638P104MBCMASTERBRAND INC$556,3130.00%37,896CommonSOLE
23345M107DTMDT MIDSTREAM INC$539,8280.00%7,600CommonSOLE
69318G106PBFPBF ENERGY INC$531,4850.00%11,549CommonSOLE
981475106WKCWORLD KINECT CORPORATION$521,9860.00%20,232CommonSOLE
54975P201LULUFAX HOLDING LTD$521,7510.00%220,148CommonSOLE
297602104ETDETHAN ALLEN INTERIORS INC$510,8330.00%18,316CommonSOLE
G29183103ETNEATON CORP PLC$493,8410.00%1,575CommonSOLE
00508Y102AYIACUITY BRANDS INC$489,6400.00%2,028CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$480,3780.00%13,800CommonNONE
16411R208LNGCHENIERE ENERGY INC$477,8100.00%2,733CommonSOLE
059460303BBDBANCO BRADESCO S A$472,0150.00%210,721CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$459,8530.00%5,595CommonSOLE
960413102WLKWESTLAKE CORPORATION$457,7760.00%3,161CommonSOLE
68622V106OGNORGANON & CO$449,2940.00%21,705CommonSOLE
020002101ALLALLSTATE CORP$447,3670.00%2,802CommonSOLE
913456109UVVUNIVERSAL CORP VA$446,1910.00%9,259CommonSOLE
713448108PEPPEPSICO INC$437,2290.00%2,651CommonSOLE
783754104RYZRYERSON HLDG CORP$420,9860.00%21,589CommonSOLE
38526M106LOPEGRAND CANYON ED INC$416,2320.00%2,975CommonSOLE
045487105ASBASSOCIATED BANC CORP$404,7260.00%19,136CommonSOLE
52603B107TREELENDINGTREE INC NEW$402,7160.00%9,683CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$401,7910.00%8,418CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$396,0490.00%3,322CommonSOLE
76122Q105RGPRESOURCES CONNECTION INC$388,2220.00%35,165CommonSOLE
880345103TNCTENNANT CO$382,0460.00%3,881CommonSOLE
M53213100ICLICL GROUP LTD$355,3160.00%82,069CommonSOLE
29364G103ETRENTERGY CORP NEW$354,1700.00%3,310CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC$351,8760.00%5,600CommonSOLE
36162J106GEOGEO GROUP INC NEW$350,0820.00%24,379CommonSOLE
015658107ASTLALGOMA STL GROUP INC$349,4310.00%50,384CommonSOLE
59001A102MTHMERITAGE HOMES CORP$349,1100.00%2,157CommonSOLE
922417100VECOVEECO INSTRS INC DEL$345,8880.00%7,405CommonSOLE
21874C102CNMCORE & MAIN INC$325,8430.00%6,658CommonSOLE
419596101HVTHAVERTY FURNITURE COS INC$325,0270.00%12,852CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$323,6490.00%11,956CommonSOLE
87612E106TGTTARGET CORP$323,4670.00%2,185CommonSOLE
405552100HLNHALEON PLC$318,0760.00%38,508CommonNONE
27579R104EWBCEAST WEST BANCORP INC$305,3690.00%4,170CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$299,7720.00%1,621CommonSOLE
422819102HSIHEIDRICK & STRUGGLES INTL IN$299,0940.00%9,471CommonSOLE
928881101VNTVONTIER CORPORATION$294,9800.00%7,722CommonSOLE
733174700BPOPPOPULAR INC$289,0780.00%3,269CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$285,8520.00%6,415CommonSOLE
G2143T103CMPRCIMPRESS PLC$280,7900.00%3,205CommonSOLE
29278D105ENICENEL CHILE S.A.$275,1140.00%98,255CommonSOLE
29249E109ACTENACT HLDGS INC$274,6520.00%8,958CommonSOLE
25243Q205DEODIAGEO PLC$270,1890.00%2,143CommonNONE
925652109VICIVICI PPTYS INC$266,2090.00%9,295CommonSOLE
06652K103BKUBANKUNITED INC$264,1030.00%9,023CommonSOLE
871332102SLVMSYLVAMO CORP$260,4060.00%3,796CommonSOLE
002474104AZZAZZ INC$260,3330.00%3,370CommonSOLE
453838609IBCPINDEPENDENT BK CORP MICH$258,4980.00%9,574CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$256,3780.00%5,212CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$253,8140.00%3,018CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$247,1700.00%16,500CommonSOLE
624580106MOVMOVADO GROUP INC$246,9100.00%9,932CommonSOLE
719405102PLABPHOTRONICS INC$235,6230.00%9,551CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$230,3900.00%19,827CommonSOLE

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.