Titelia

Holdings of GMO Resources Fund

ISIN US3620144093

GMO TRUST · Original filing · Compare with another fund · Report an error

Net assets
1.3B $ including 1.2B $ in equities, 92.9 %
Positions
103 in 24 countries
Top ten
38.1 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101TATNEFT PJSC 3,476,3990.1 $
102GAZPROM NEFT' PAO 3,574,7040.1 $
103PHOSAGRO PJSC 6,5330 $

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Sector breakdown

  • Materials 22.9 %
  • Energy 12.4 %
  • Industrials 0.3 %
  • Unattributed 64.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 51.5 %
  • GBP 20.6 %
  • CAD 9.4 %
  • EUR 5.4 %
  • BRL 4.4 %
  • NOK 3.0 %
  • DKK 1.3 %
  • CNY 1.2 %
  • JPY 1.2 %
  • HKD 0.5 %
  • ZAR 0.5 %
  • AUD 0.5 %
  • PKR 0.3 %
  • PLN 0.3 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 42.3 %
  • United Kingdom 20.6 %
  • Canada 9.4 %
  • Brazil 4.4 %
  • Chile 3.0 %
  • Mexico 3.0 %
  • Finland 2.6 %
  • Argentina 2.4 %
  • Norway 2.1 %
  • France 1.4 %
  • Denmark 1.3 %
  • China 1.2 %
  • Other countries 6.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States36497.6M $42.29 %
2United Kingdom6242.5M $20.60 %
3Canada14110.1M $9.35 %
4Brazil651.8M $4.40 %
5Chile135.7M $3.03 %
6Mexico135.3M $3.00 %
7Finland230M $2.55 %
8Argentina128.5M $2.42 %
9Norway625M $2.13 %
10France317M $1.45 %
11Denmark115.7M $1.33 %
12China214.1M $1.20 %
Cite this page

Titelia. "Holdings of GMO Resources Fund". https://titelia.com/en/funds/S000034948