Q4 2020 Holdings
Filed 2021-02-12 | 11 holdings | $343.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bunge Limited(BG) | COM | G16962105 | $257.8K | 3,931,155 | 75.1% |
| Alico Inc(ALCO) | COM | 016230104 | $25.5K | 824,430 | 7.4% |
| Casey's General Stores Inc.(CASY) | COM | 147528103 | $12.9K | 72,000 | 3.7% |
| Ball Corp(BALL) | COM | 058498106 | $8.9K | 95,400 | 2.6% |
| Lamb Weston Holdings Inc(LW) | COM | 513272104 | $8.6K | 109,200 | 2.5% |
| Ricebran Technologies | COM NEW | 762831204 | $6.5K | 10,649,068 | 1.9% |
| Utz Brands, Inc.(UTZ) | COM CL A | 918090101 | $6.5K | 292,629 | 1.9% |
| Fomento Economico Mexicano(FMX) | SPON ADR UNITS | 344419106 | $6.3K | 83,000 | 1.8% |
| Restaurant Brands International(QSR) | COM | 76131D103 | $4.6K | 75,678 | 1.3% |
| CoCa-Cola Co.(KO) | COM | 191216100 | $2.9K | 53,000 | 0.8% |
| Mondelez International Inc(MDLZ) | CL A | 609207105 | $2.9K | 49,000 | 0.8% |