| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALTRIA GROUP INC | 75,200 | 3,724,000 | 8.86% | ||
| 2 | REYNOLDS AMERICAN INC | 56,000 | 3,618,000 | 8.61% | ||
| 3 | PHILIP MORRIS INTL INC | 38,800 | 3,178,000 | 7.56% | ||
| 4 | ARCHER DANIELS MIDLAND CO | 52,070 | 2,708,000 | 6.44% | ||
| 5 | VEECO INSTRS INC DEL COM | 73,910 | 2,578,000 | 6.13% | ||
| 6 | CF INDS HLDGS INC | 8,810 | 2,401,000 | 5.71% | ||
| 7 | MONSANTO CO NEW | 19,720 | 2,356,000 | 5.60% | ||
| 8 | POTASH CORP SASK INC | 51,000 | 1,801,000 | 4.28% | ||
| 9 | HORMEL FOODS CORP | 34,260 | 1,785,000 | 4.25% | ||
| 10 | BRF SA SPONSORED ADR | 71,660 | 1,673,000 | 3.98% | ||
| 11 | TYSON FOODS INC | 40,500 | 1,624,000 | 3.86% | ||
| 12 | MOSAIC CO NEW | 33,190 | 1,515,000 | 3.60% | ||
| 13 | ZOETIS INC | 32,000 | 1,377,000 | 3.28% | ||
| 14 | FARO TECHNOLOGIES INC COM | 20,430 | 1,281,000 | 3.05% | ||
| 15 | COGNEX CORP | 27,580 | 1,140,000 | 2.71% | ||
| 16 | INGREDION INC | 13,000 | 1,103,000 | 2.62% | ||
| 17 | MONDELEZ INTL INC | 29,420 | 1,069,000 | 2.54% | ||
| 18 | AGRIUM INC | 11,120 | 1,053,000 | 2.50% | ||
| 19 | YUM BRANDS INC | 12,950 | 943,000 | 2.24% | ||
| 20 | PILGRIMS PRIDE CORP NEW | 26,400 | 866,000 | 2.06% | ||
| 21 | KRAFT HEINZ CO COM | 13,810 | 865,000 | 2.06% | ||
| 22 | DEERE & CO | 8,030 | 710,000 | 1.69% | ||
| 23 | GENERAL MLS INC | 12,700 | 677,000 | 1.61% | ||
| 24 | SANDERSON FARMS INC | 6,570 | 552,000 | 1.31% | ||
| 25 | SENSIENT TECHNOLOGIES CORP | 8,530 | 515,000 | 1.22% | ||
| 26 | FMC | 7,110 | 405,000 | 0.96% | ||
| 27 | ANDERSONS INC COM | 5,190 | 276,000 | 0.66% | ||
| 28 | LINDSAY CORP | 2,940 | 252,000 | 0.60% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-000338, filed 2015.02.11).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
