Q3 2021 Holdings
Filed 2021-11-15 | 10 holdings | $502.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bunge Limited(BG) | COM | G16962105 | $230.2K | 2,831,204 | 45.8% |
| Keurig Dr. Pepper Inc.(KDP) | COM | 49271V100 | $175.4K | 5,135,998 | 34.9% |
| Alico Inc(ALCO) | COM | 016230104 | $25.7K | 737,968 | 5.1% |
| Krispy Kreme Inc.(DNUT) | COM | 50101L106 | $20.5K | 1,463,923 | 4.1% |
| Lamb Weston Holdings Inc(LW) | COM | 513272104 | $13.1K | 214,000 | 2.6% |
| Casey's General Stores Inc.(CASY) | COM | 147528103 | $9.3K | 49,300 | 1.8% |
| Formento Economico Mexicano | SPON ADR UNITS | 034419106 | $9.1K | 105,500 | 1.8% |
| Ball Corp(BALL) | COM | 058498106 | $8.5K | 95,000 | 1.7% |
| Ricebran Technologies | COM NEW | 762831204 | $6.3K | 10,649,068 | 1.2% |
| Restaurant Brands International(QSR) | COM | 76131D103 | $4.6K | 75,678 | 0.9% |