Q2 2019 Holdings
Filed 2019-08-14 | 22 holdings | $71.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Deere & Co(DE) | COM | 244199105 | $5.0K | 30,000 | 6.9% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $4.8K | 60,000 | 6.7% |
| General MLS Inc(GIS) | COM | 370334104 | $4.7K | 90,000 | 6.6% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $4.7K | 41,000 | 6.5% |
| Starbucks Corp(SBUX) | COM | 855244109 | $4.6K | 55,000 | 6.4% |
| Trimble Inc(TRMB) | COM | 896239100 | $4.5K | 100,000 | 6.3% |
| Compass Minerals Intl Inc(CMP) | COM | 20451N101 | $4.4K | 80,000 | 6.1% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $4.3K | 39,409 | 6.0% |
| Nutrien LTD(NTR) | COM | 67077M108 | $4.3K | 80,000 | 5.9% |
| Post Hldgs Inc(POST) | COM | 737446104 | $3.6K | 35,000 | 5.1% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $3.5K | 105,000 | 4.9% |
| Brinker Intl Inc(EAT) | COM | 109641100 | $2.8K | 70,000 | 3.8% |
| Mosaic Co New(MOS) | COM | 61945C103 | $2.8K | 110,000 | 3.8% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $2.7K | 25,000 | 3.7% |
| Pilgrims Pride Corp New(PPC) | COM | 72147K108 | $2.5K | 100,000 | 3.5% |
| Green Plains Partners LP | COM REP PTR IN | 393221106 | $2.5K | 180,000 | 3.5% |
| Texas Roadhouse Inc(TXRH) | COM | 882681109 | $2.4K | 45,000 | 3.4% |
| Bunge Limited(BG) | COM | G16962105 | $2.4K | 42,349 | 3.3% |
| BJS Restaurants Inc(BJRI) | COM | 09180C106 | $2.2K | 50,000 | 3.1% |
| Calavo Growers Inc(CVGW) | COM | 128246105 | $1.5K | 15,000 | 2.0% |
| Freshpet Inc(FRPT) | COM | 358039105 | $1.1K | 25,000 | 1.6% |
| Oragenics Inc | COM | 684023302 | $653 | 1,333,333 | 0.9% |