Q2 2021 Holdings
Filed 2021-08-13 | 8 holdings | $310.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bunge Limited(BG) | COM | G16962105 | $221.3K | 2,831,204 | 71.2% |
| Alico Inc(ALCO) | COM | 016230104 | $29.5K | 827,968 | 9.5% |
| Lamb Weston Holdings Inc(LW) | COM | 513272104 | $12.8K | 159,000 | 4.1% |
| Ball Corp(BALL) | COM | 058498106 | $12.6K | 156,000 | 4.1% |
| Ricebran Technologies | COM NEW | 762831204 | $12.0K | 10,649,068 | 3.9% |
| Fomento Economico Mexicano(FMX) | SPON ADR UNITS | 344419106 | $11.3K | 133,800 | 3.6% |
| Casey's General Stores Inc.(CASY) | COM | 147528103 | $6.3K | 32,500 | 2.0% |
| Restaurant Brands International(QSR) | COM | 76131D103 | $4.9K | 75,678 | 1.6% |