Holdings
GMO Resource Transition Fund
As of May 31, 2026, GMO Resource Transition Fund reported 63 positions worth US$175M. Largest: Darling Ingredients Inc., Albemarle Corporation and Sociedad Quimica Y Minera De Chile Sa Pfd Series A. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Darling Ingredients Inc. | 205K | US$12.1M | −65,600 | May 31, 2026 |
| Albemarle Corporation | 60,700 | US$10.7M | +1,800 | May 31, 2026 |
| Sociedad Quimica Y Minera De Chile Sa Pfd Series A | 108K | US$9.28M | +4,500 | May 31, 2026 |
| Sunrun Inc. | 513K | US$8.58M | +240K | May 31, 2026 |
| Solaredge Technologies, Inc. | 94,603 | US$7.22M | −54,997 | May 31, 2026 |
| Array Technologies, Inc. | 777K | US$7.05M | +294K | May 31, 2026 |
| Anglo American Plc | 129K | US$6.9M | −19,785 | May 31, 2026 |
| Glencore Plc | 880K | US$6.69M | −822K | May 31, 2026 |
| Neste Corporation | 191K | US$6.27M | −29,317 | May 31, 2026 |
| Nexgen Energy Ltd. | 520K | US$6M | +28,200 | May 31, 2026 |