Grantham, Mayo, Van Otterloo & Co (GMO)’s Largo LGO Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’s Portfolio LGO Stock Details LGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.13M	Hold	5,050,356	–	–	0.01%	385
2026 Q1	$5.75M	Hold	5,050,356	–	–	0.01%	307
2025 Q4	$4.83M	Hold	5,050,356	–	–	0.01%	314
2025 Q3	$7.55M	Hold	5,050,356	–	–	0.02%	255
2025 Q2	$6.51M	Hold	5,050,356	–	–	0.02%	269
2025 Q1	$8.14M	Sell	5,050,356 -214,746	-4%	-$388K	0.03%	262
2024 Q4	$9.12M	Hold	5,265,102	–	–	0.03%	266
2024 Q3	$11.1M	Hold	5,265,102	–	–	0.03%	262
2024 Q2	$9.7M	Hold	5,265,102	–	–	0.03%	269
2024 Q1	$8.68M	Sell	5,265,102 -26,665	-0.5%	-$52.2K	0.03%	266
2023 Q4	$12.2M	Sell	5,291,767 -9,700	-0.2%	-$22.7K	0.05%	226
2023 Q3	$15.1M	Buy	5,301,467 +5,600	+0.1%	+$21.1K	0.07%	213
2023 Q2	$22.5M	Hold	5,295,867	–	–	0.1%	172
2023 Q1	$27.4M	Buy	5,295,867 +175,400	+3%	+$1.04M	0.14%	150
2022 Q4	$27.7M	Buy	5,120,467 +216,700	+4%	+$1.19M	0.15%	138
2022 Q3	$25.9M	Buy	4,903,767 +112,818	+2%	+$752K	0.15%	141
2022 Q2	$32.6M	Buy	4,790,949 +456,965	+11%	+$4.16M	0.18%	109
2022 Q1	$54.9M	Buy	4,333,984 +619,530	+17%	+$6.41M	0.27%	63
2021 Q4	$34.5M	Buy	3,714,454 +275,858	+8%	+$2.87M	0.17%	100
2021 Q3	$36.1M	Buy	3,438,596 +449,868	+15%	+$6.32M	0.18%	91
2021 Q2	$46.6M	Buy	+2,988,728	New	+$47.1M	0.23%	79

Other funds holding LGO

DAM

DLD Asset Management New York $1.51B AUM 5.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BFM

Brooklands Fund Management London, United Kingdom $128M AUM

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s LGO Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) held its Largo (LGO) position steady in Q2 2026 at 5,050,356 shares worth $3.13M. The position accounts for 0.01% of the portfolio, ranked #385.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in LGO in Q2 2021 and has held it in 21 quarters since. The position peaked at $54.9M in Q1 2022. 38 funds tracked by Wall St. Rank hold LGO as of Q2 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 5,050,356 shares of Largo worth $3.13M as of Q2 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) left its Largo share count unchanged in Q2 2026.
Largo made up 0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #385 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Largo in Q2 2021 and has held it in 21 quarters since.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Largo position peaked at $54.9M in Q1 2022.
38 funds tracked by Wall St. Rank held Largo as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.