Q3 2013 Holdings
Filed 2013-11-08 | 14 holdings | $3.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Weyerhaeuser Co(WY) | Common Stock | 962166104 | $317 | 11,082 | 9.9% |
| CF Industries(CF) | Common Stock | 125269100 | $310 | 1,470 | 9.7% |
| International Paper Co(IP) | Common Stock | 460146103 | $291 | 6,496 | 9.1% |
| Monsanto Co | Common Stock | 61166W101 | $270 | 2,591 | 8.4% |
| Kapstone Paper & Pac | Common Stock | 48562P103 | $261 | 6,090 | 8.1% |
| Agrium Inc | Common Stock | 008916108 | $258 | 3,071 | 8.0% |
| Packaging Corp of America(PKG) | Common Stock | 695156109 | $250 | 4,373 | 7.8% |
| Sygenta AG | Sponsored ADR | 87160A100 | $226 | 2,779 | 7.0% |
| Plum Creek Timber Co | Common Stock | 729251108 | $222 | 4,748 | 6.9% |
| China Mobile Limited | Sponsored ADR | 16941M109 | $217 | 3,845 | 6.8% |
| Rock-Tenn Co Class A | CL A | 772739207 | $210 | 2,076 | 6.5% |
| CVR Partners LP | Common Stock | 126633106 | $181 | 10,220 | 5.6% |
| Fibria Celulose SA | SP ADR REP COM | 31573A109 | $116 | 10,063 | 3.6% |
| Adecoagro S A Com(AGRO) | Common Stock | L00849106 | $80 | 10,828 | 2.5% |