| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REYNOLDS AMERICAN INC | 56,000 | 3,877,000 | 10.12% | ||
| 2 | ALTRIA GROUP INC | 75,200 | 3,780,000 | 9.87% | ||
| 3 | PHILIP MORRIS INTL INC | 38,800 | 2,942,000 | 7.68% | ||
| 4 | CF INDS HLDGS INC | 7,800 | 2,213,000 | 5.78% | ||
| 5 | VEECO INSTRS INC DEL COM | 70,000 | 2,139,000 | 5.58% | ||
| 6 | MONSANTO CO NEW | 18,910 | 2,128,000 | 5.55% | ||
| 7 | HORMEL FOODS CORP | 30,160 | 1,715,000 | 4.48% | ||
| 8 | ARCHER DANIELS MIDLAND CO | 35,540 | 1,685,000 | 4.40% | ||
| 9 | POTASH CORP SASK INC | 48,340 | 1,559,000 | 4.07% | ||
| 10 | TYSON FOODS INC | 40,500 | 1,551,000 | 4.05% | ||
| 11 | ZOETIS INC | 30,000 | 1,389,000 | 3.63% | ||
| 12 | BRF SA SPONSORED ADR | 67,150 | 1,328,000 | 3.47% | ||
| 13 | COGNEX CORP | 24,080 | 1,195,000 | 3.12% | ||
| 14 | FARO TECHNOLOGIES INC COM | 18,210 | 1,132,000 | 2.95% | ||
| 15 | BUNGE LIMITED | 12,900 | 1,062,000 | 2.77% | ||
| 16 | MONDELEZ INTL INC | 26,860 | 969,000 | 2.53% | ||
| 17 | INGREDION INC | 11,800 | 918,000 | 2.40% | ||
| 18 | KRAFT HEINZ CO COM | 10,110 | 881,000 | 2.30% | ||
| 19 | YUM BRANDS INC | 9,300 | 732,000 | 1.91% | ||
| 20 | MOSAIC CO NEW | 15,750 | 725,000 | 1.89% | ||
| 21 | AGRIUM INC | 6,820 | 711,000 | 1.86% | ||
| 22 | DEERE & CO | 8,030 | 704,000 | 1.84% | ||
| 23 | GENERAL MLS INC | 10,900 | 617,000 | 1.61% | ||
| 24 | SENSIENT TECHNOLOGIES CORP | 8,430 | 581,000 | 1.52% | ||
| 25 | PILGRIMS PRIDE CORP NEW | 19,300 | 436,000 | 1.14% | ||
| 26 | IDEXX LAB | 2,300 | 355,000 | 0.93% | ||
| 27 | PHIBRO ANIMAL HEALTH CORP CL A COM | 10,000 | 354,000 | 0.92% | ||
| 28 | LINDSAY CORP | 2,940 | 224,000 | 0.58% | ||
| 29 | SANDERSON FARMS INC | 2,570 | 205,000 | 0.54% | ||
| 30 | CNH INDL N V | 24,619 | 201,000 | 0.52% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001031, filed 2015.05.12).
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.
