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Institutional Investment Manager
Eclectica Asset Management LLP
Eclectica Asset Management LLP (CIK: 0001568791), located at 96 Kensington High Street, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Portfolio Summary: 28 holdings with a total value of $42,045,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 LINDSAY CORP 2,940 252,000 0.60%
2 ANDERSONS INC COM 5,190 276,000 0.66%
3 FMC 7,110 405,000 0.96%
4 SENSIENT TECHNOLOGIES CORP 8,530 515,000 1.22%
5 SANDERSON FARMS INC 6,570 552,000 1.31%
6 GENERAL MLS INC 12,700 677,000 1.61%
7 DEERE & CO 8,030 710,000 1.69%
8 KRAFT HEINZ CO COM 13,810 865,000 2.06%
9 PILGRIMS PRIDE CORP NEW 26,400 866,000 2.06%
10 YUM BRANDS INC 12,950 943,000 2.24%
11 AGRIUM INC 11,120 1,053,000 2.50%
12 MONDELEZ INTL INC 29,420 1,069,000 2.54%
13 INGREDION INC 13,000 1,103,000 2.62%
14 COGNEX CORP 27,580 1,140,000 2.71%
15 FARO TECHNOLOGIES INC COM 20,430 1,281,000 3.05%
16 ZOETIS INC 32,000 1,377,000 3.28%
17 MOSAIC CO NEW 33,190 1,515,000 3.60%
18 TYSON FOODS INC 40,500 1,624,000 3.86%
19 BRF SA SPONSORED ADR 71,660 1,673,000 3.98%
20 HORMEL FOODS CORP 34,260 1,785,000 4.25%
21 POTASH CORP SASK INC 51,000 1,801,000 4.28%
22 MONSANTO CO NEW 19,720 2,356,000 5.60%
23 CF INDS HLDGS INC 8,810 2,401,000 5.71%
24 VEECO INSTRS INC DEL COM 73,910 2,578,000 6.13%
25 ARCHER DANIELS MIDLAND CO 52,070 2,708,000 6.44%
26 PHILIP MORRIS INTL INC 38,800 3,178,000 7.56%
27 REYNOLDS AMERICAN INC 56,000 3,618,000 8.61%
28 ALTRIA GROUP INC 75,200 3,724,000 8.86%

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.