Q1 2021 Holdings
Filed 2021-05-14 | 8 holdings | $344.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bunge Limited(BG) | COM | G16962105 | $268.0K | 3,381,204 | 77.8% |
| Alico Inc(ALCO) | COM | 016230104 | $24.6K | 824,430 | 7.1% |
| Ball Corp(BALL) | COM | 058498106 | $12.7K | 150,000 | 3.7% |
| Ricebran Technologies | COM NEW | 762831204 | $10.5K | 10,649,068 | 3.1% |
| Fomento Economico Mexicano(FMX) | SPON ADR UNITS | 344419106 | $9.8K | 130,000 | 2.8% |
| Lamb Weston Holdings Inc(LW) | COM | 513272104 | $8.0K | 103,000 | 2.3% |
| Casey's General Stores Inc.(CASY) | COM | 147528103 | $6.1K | 28,081 | 1.8% |
| Restaurant Brands International(QSR) | COM | 76131D103 | $4.9K | 75,678 | 1.4% |