| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CF INDS HLDGS INC | 39,000 | 2,507,000 | 11.16% | ||
| 2 | MONSANTO CO NEW | 18,910 | 2,016,000 | 8.97% | ||
| 3 | ARCHER DANIELS MIDLAND CO | 35,540 | 1,714,000 | 7.63% | ||
| 4 | HORMEL FOODS CORP | 30,160 | 1,700,000 | 7.57% | ||
| 5 | POTASH CORP SASK INC | 48,340 | 1,497,000 | 6.66% | ||
| 6 | ZOETIS INC | 30,000 | 1,447,000 | 6.44% | ||
| 7 | BRF SA SPONSORED ADR | 67,150 | 1,404,000 | 6.25% | ||
| 8 | BUNGE LIMITED | 12,900 | 1,133,000 | 5.04% | ||
| 9 | YUM BRANDS INC | 9,300 | 838,000 | 3.73% | ||
| 10 | MONDELEZ INTL INC | 19,860 | 817,000 | 3.64% | ||
| 11 | TYSON FOODS INC | 19,100 | 814,000 | 3.62% | ||
| 12 | PHIBRO ANIMAL HEALTH CORP CL A COM | 20,000 | 779,000 | 3.47% | ||
| 13 | DEERE & CO | 8,030 | 779,000 | 3.47% | ||
| 14 | KRAFT HEINZ CO COM | 9,070 | 772,000 | 3.44% | ||
| 15 | MOSAIC CO NEW | 15,750 | 738,000 | 3.29% | ||
| 16 | AGRIUM INC | 6,820 | 723,000 | 3.22% | ||
| 17 | GENERAL MLS INC | 10,900 | 607,000 | 2.70% | ||
| 18 | SENSIENT TECHNOLOGIES CORP | 8,430 | 576,000 | 2.56% | ||
| 19 | INGREDION INC | 7,200 | 575,000 | 2.56% | ||
| 20 | CNH INDL N V | 41,019 | 381,000 | 1.70% | ||
| 21 | PILGRIMS PRIDE CORP NEW | 15,300 | 351,000 | 1.56% | ||
| 22 | IDEXX LAB | 4,600 | 295,000 | 1.31% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001469, filed 2015.08.12).
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.
