| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HORMEL FOODS CORP | 28,960 | 1,833,000 | 10.69% | ||
| 2 | CF INDS HLDGS INC | 39,000 | 1,751,000 | 10.21% | ||
| 3 | ARCHER DANIELS MIDLAND CO | 35,540 | 1,473,000 | 8.59% | ||
| 4 | MONSANTO CO NEW | 17,160 | 1,464,000 | 8.53% | ||
| 5 | ZOETIS INC | 30,000 | 1,235,000 | 7.20% | ||
| 6 | DEERE & CO | 13,630 | 1,009,000 | 5.88% | ||
| 7 | BUNGE LIMITED | 12,000 | 880,000 | 5.13% | ||
| 8 | POTASH CORP SASK INC | 42,140 | 866,000 | 5.05% | ||
| 9 | MONDELEZ INTL INC | 19,860 | 832,000 | 4.85% | ||
| 10 | TYSON FOODS INC | 19,100 | 823,000 | 4.80% | ||
| 11 | YUM BRANDS INC | 9,300 | 744,000 | 4.34% | ||
| 12 | PHIBRO ANIMAL HEALTH CORP CL A COM | 23,100 | 731,000 | 4.26% | ||
| 13 | INGREDION INC | 7,200 | 629,000 | 3.67% | ||
| 14 | GENERAL MLS INC | 10,900 | 612,000 | 3.57% | ||
| 15 | AGRIUM INC | 6,820 | 610,000 | 3.56% | ||
| 16 | SENSIENT TECHNOLOGIES CORP | 8,430 | 517,000 | 3.01% | ||
| 17 | IDEXX LAB | 4,600 | 342,000 | 1.99% | ||
| 18 | KRAFT HEINZ CO | 4,170 | 294,000 | 1.71% | ||
| 19 | CNH INDL N V | 41,019 | 267,000 | 1.56% | ||
| 20 | MOSAIC CO NEW | 7,750 | 241,000 | 1.41% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001889, filed 2015.11.09).
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.
