Q4 2013 Holdings
Filed 2014-02-04 | 26 holdings | $6.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Weyerhaeuser Co(WY) | Common Stock | 962166104 | $350 | 11,082 | 5.6% |
| CF Industries(CF) | Common Stock | 125269100 | $343 | 1,470 | 5.5% |
| Kapstone Paper & Pac | Common Stock | 48562P103 | $340 | 6,090 | 5.4% |
| Rock-Tenn Co Class A | CL A | 772739207 | $323 | 3,076 | 5.2% |
| International Paper Co(IP) | Common Stock | 460146103 | $318 | 6,496 | 5.1% |
| Monsanto Co | Common Stock | 61166W101 | $302 | 2,591 | 4.8% |
| Agrium Inc | Common Stock | 008916108 | $281 | 3,071 | 4.5% |
| Packaging Corp of America(PKG) | Common Stock | 695156109 | $277 | 4,373 | 4.4% |
| Bunge Limited(BG) | Common Stock | G16962105 | $275 | 3,346 | 4.4% |
| China Mobile Limited | Sponsored ADR | 16941M109 | $261 | 4,990 | 4.2% |
| Domtar Corp(UFS) | COM NEW | 257559203 | $261 | 2,770 | 4.2% |
| Crosstex Energy LP | Common Stock | 22765U102 | $244 | 8,838 | 3.9% |
| Rayonier Inc.(RYN) | COM | 754907103 | $243 | 5,763 | 3.9% |
| Plum Creek Timber Co | COM | 729251108 | $240 | 5,163 | 3.8% |
| Potash Corp of Saskatchewan | Unit LPI | 73755L107 | $229 | 6,940 | 3.7% |
| Syngenta AG | Sponsored ADR | 87160A100 | $222 | 2,779 | 3.5% |
| Solazyme Inc | Common Stock | 83415T101 | $217 | 19,960 | 3.5% |
| Sasol Ltd(SSL) | Sponsored ADR | 803866300 | $207 | 4,181 | 3.3% |
| Potlatch Corp.(PCH) | COM | 737630103 | $202 | 4,830 | 3.2% |
| The Mosaic Company(MOS) | Common Stock | 61945C103 | $201 | 4,246 | 3.2% |
| Navios Maritime | Common Stock | Y62267102 | $197 | 10,281 | 3.1% |
| Talisman Energy * | Common Stock | 87425E103 | $188 | 16,157 | 3.0% |
| CVR Partners LP | Common Stock | 126633106 | $168 | 10,220 | 2.7% |
| Cosan Ltd(CSAN) | SHS A | G25343107 | $158 | 11,511 | 2.5% |
| Fibria Celulose SA | SP ADR REP COM | 31573A109 | $126 | 10,763 | 2.0% |
| Adecoagro S A Com(AGRO) | Common Stock | L00849106 | $88 | 10,828 | 1.4% |