GMO Resource Transition Fund is a registered fund series of GMO TRUST (series S000079719). Net assets $193.6M as of 2026-05-31.
Showing 15 of 68 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| Darling Ingredients Inc | — | $12.1M | 625.78% |
| Albemarle Corp | — | $10.7M | 553.12% |
| Sociedad Quimica y Minera de Chile SA | — | $9.3M | 479.45% |
| Sunrun Inc | — | $8.6M | 443.22% |
| Bradespar SA | — | $8.0M | 414.28% |
| SolarEdge Technologies Inc | — | $7.2M | 373.07% |
| Array Technologies Inc | — | $7.1M | 364.19% |
| Anglo American PLC | — | $6.9M | 356.59% |
| Glencore PLC | — | $6.7M | 345.57% |
| Neste Oyj | — | $6.3M | 323.64% |
| NexGen Energy Ltd | — | $6.0M | 309.96% |
| First Quantum Minerals Ltd | — | $5.6M | 289.22% |
| GMO US Treasury Fund | — | $5.3M | 273.22% |
| Capstone Copper Corp | — | $5.3M | 271.22% |
| Klabin SA | — | $4.8M | 247.32% |
| Report date | Net assets |
|---|---|
| 2026-05-31 | $193.6M |
| 2026-02-28 | $180.5M |
| 2025-11-30 | $144.0M |
| 2025-08-31 | $125.2M |
| 2025-05-31 | $97.2M |
| 2025-02-28 | $96.2M |
| 2024-11-30 | $114.9M |
| 2024-08-31 | $120.7M |