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Jeremy Grantham (Trades, Portfolio), board chairman of Boston-based Grantham Mayo Van Otterloo, disclosed last week that his firm’s top five trades during the second quarter included new positions in Constellation Brands Inc. ( STZ , Financial) and Nuance Communications Inc. ( NUAN , Financial), a position boost in Kansas City Southern ( KSU , Financial), a reduction in Charles Schwab Corp. ( SCHW , Financial) and the closure of its holding in Inphi Corp. (IPHI).
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