Q4 2021 Holdings
Filed 2022-02-14 | 9 holdings | $420.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bunge Limited(BG) | COM | G16962105 | $264.3K | 2,831,204 | 62.9% |
| Keurig Dr. Pepper Inc.(KDP) | COM | 49271V100 | $64.7K | 1,756,443 | 15.4% |
| Krispy Kreme Inc.(DNUT) | COM | 50101L106 | $27.7K | 1,463,923 | 6.6% |
| Alico Inc(ALCO) | COM | 016230104 | $26.8K | 724,235 | 6.4% |
| Lamb Weston Holdings Inc(LW) | COM | 513272104 | $12.2K | 191,800 | 2.9% |
| Fomento Economico Mexicano(FMX) | SPON ADR UNITS | 344419106 | $8.2K | 105,500 | 2.0% |
| Casey's General Stores Inc.(CASY) | COM | 147528103 | $7.9K | 40,000 | 1.9% |
| Restaurant Brands International(QSR) | COM | 76131D103 | $4.6K | 75,678 | 1.1% |
| Ricebran Technologies | COM NEW | 762831204 | $3.7K | 10,649,068 | 0.9% |