Q2 2015 Holdings
Filed 2015-08-12 | 22 holdings | $22.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $2.5K | 39,000 | 11.2% |
| Monsanto Co New | COM | 61166W101 | $2.0K | 18,910 | 9.0% |
| Archer Daniels Midland Co(ADM) | COM | 039483102 | $1.7K | 35,540 | 7.6% |
| Hormel Foods Corp(HRL) | COM | 440452100 | $1.7K | 30,160 | 7.6% |
| Potash Corp Sask Inc | COM | 73755L107 | $1.5K | 48,340 | 6.7% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $1.4K | 30,000 | 6.4% |
| BRF SA(P5Y) | SPONSORED ADR | 10552T107 | $1.4K | 67,150 | 6.3% |
| Bunge Limited(BG) | COM | G16962105 | $1.1K | 12,900 | 5.0% |
| YUM Brands Inc(YUM) | COM | 988498101 | $838 | 9,300 | 3.7% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $817 | 19,860 | 3.6% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $814 | 19,100 | 3.6% |
| Deere & Co(DE) | COM | 244199105 | $779 | 8,030 | 3.5% |
| Phibro Animal Health Corp(PAHC) | CL A COM | 71742Q106 | $779 | 20,000 | 3.5% |
| Kraft Foods Group Inc | COM | 50076Q106 | $772 | 9,070 | 3.4% |
| Mosaic Co New(MOS) | COM | 61945C103 | $738 | 15,750 | 3.3% |
| Agrium Inc | COM | 008916108 | $723 | 6,820 | 3.2% |
| General MLS Inc(GIS) | COM | 370334104 | $607 | 10,900 | 2.7% |
| Sensient Technologies Corp(SXT) | COM | 81725T100 | $576 | 8,430 | 2.6% |
| Ingredion Inc(INGR) | COM | 457187102 | $575 | 7,200 | 2.6% |
| CNH Indl N V(CNH) | SHS | N20944109 | $381 | 41,019 | 1.7% |
| Pilgrims Pride Corp New(PPC) | COM | 72147K108 | $351 | 15,300 | 1.6% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $295 | 4,600 | 1.3% |