GMO Resource Transition Fund
Registrant
GMO TRUST
Class tickers
GMOCX
GMOYX
Net Assets
$177,789,404
Holdings
26
Latest Report
Aug 31, 2026
Net Assets Over Time
Holdings · 26
Export CSV
Portfolio coverage: 26 of
69 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| Darling Ingredients Inc | DAR | 182,700 | $12,107,529 | 6.81% | Long | EC | |
| Albemarle Corp | ALB | 68,200 | $9,204,954 | 5.18% | Long | EC | |
| Sociedad Quimica y Minera de Chile SA | SQM | 98,200 | $7,758,782 | 4.36% | Long | EC | |
| NexGen Energy Ltd | NXE | 550,600 | $5,760,453 | 3.24% | Long | EC | |
| Sunrun Inc | RUN | 589,715 | $5,053,858 | 2.84% | Long | EC | |
| Green Plains Inc | GPRE | 311,200 | $4,496,840 | 2.53% | Long | EC | |
| Array Technologies Inc | ARRY | 950,545 | $4,201,409 | 2.36% | Long | EC | |
| Mosaic Co/The | MOS | 141,200 | $3,405,744 | 1.92% | Long | EC | |
| Corteva Inc | CTVA | 37,800 | $3,199,014 | 1.80% | Long | EC | |
| Ameresco Inc | AMRC | 139,790 | $3,092,155 | 1.74% | Long | EC | |
| Freeport-McMoRan Inc | FCX | 40,000 | $3,029,600 | 1.70% | Long | EC | |
| AGCO Corp | AGCO | 24,000 | $2,839,440 | 1.60% | Long | EC | |
| SolarEdge Technologies Inc | SEDG | 78,903 | $2,540,677 | 1.43% | Long | EC | |
| Nextpower Inc | NXT | 29,500 | $2,419,885 | 1.36% | Long | EC | |
| Deere & Co | DE | 3,600 | $2,357,676 | 1.33% | Long | EC | |
| Alcoa Corp | AA | 36,500 | $1,823,175 | 1.03% | Long | EC | |
| Advanced Drainage Systems Inc | WMS | 12,400 | $1,683,052 | 0.95% | Long | EC | |
| Weyerhaeuser Co | WY | 65,500 | $1,530,735 | 0.86% | Long | EC | |
| First Solar Inc | FSLR | 6,300 | $1,271,970 | 0.72% | Long | EC | |
| Clean Energy Fuels Corp | CLNE | 607,620 | $966,116 | 0.54% | Long | EC | |
| Enerflex Ltd | EFXT | 38,600 | $787,067 | 0.44% | Long | EC | |
| NOV Inc | NOV | 32,700 | $696,183 | 0.39% | Long | EC | |
| Halliburton Co | HAL | 17,800 | $655,930 | 0.37% | Long | EC | |
| Precision Drilling Corp | PDS | 5,900 | $540,981 | 0.30% | Long | EC | |
| Largo Inc | LGO | 531,300 | $387,181 | 0.22% | Long | EC | |
| Aemetis Inc | AMTX | 106,319 | $198,817 | 0.11% | Long | EC |