Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
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Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 128 | $512M | +$52.3M | -$42.5M | +$9.84M | CCNR, CALM, HRL, MUR, INGR | 13F-HR | 2/14/2025, 09:42 AM |
Q3 2024 | 134 | $543M | +$378M | -$97M | +$281M | CCNR, CNH, MUR, INGR, DE | 13F-HR | 11/14/2024, 09:24 AM |
Q2 2024 | 133 | $258M | +$51.7M | -$61.4M | -$9.68M | DAR, INGR, MUR, AEM, BG | 13F-HR | 8/14/2024, 10:54 AM |
Q1 2024 | 164 | $281M | +$48.7M | -$117M | -$68.5M | INGR, DAR, CNH, DE, ADM | 13F-HR | 5/15/2024, 11:21 AM |
Q4 2023 | 157 | $337M | +$92.5M | -$57.9M | +$34.6M | INGR, ADM, WFG, BTG, AEM | 13F-HR | 2/14/2024, 09:51 AM |
Q3 2023 | 147 | $298M | +$58.3M | -$115M | -$57M | ADM, CALM, BG, INGR, MUR | 13F-HR | 11/14/2023, 10:26 AM |
Q2 2023 | 186 | $340M | +$95.6M | -$97.4M | -$1.71M | BTG, VET, INGR, BTE, BG | 13F-HR | 8/14/2023, 09:59 AM |
Q1 2023 | 163 | $350M | +$84.2M | -$61.7M | +$22.4M | BTG, GFI, NEM, AEM, FMC | 13F-HR | 5/15/2023, 09:53 AM |
Q4 2022 | 155 | $324M | +$65.5M | -$62M | +$3.56M | BTG, GFI, NEM, TECK, AEM | 13F-HR | 2/14/2023, 10:29 AM |
Q3 2022 | 144 | $274M | +$37.1M | -$135M | -$97.4M | BTG, FMC, CF, HRL, NEM | 13F-HR | 11/14/2022, 10:09 AM |
Q2 2022 | 155 | $381M | +$88.6M | -$90.7M | -$2.13M | CF, FMC, HRL, GFI, TSN | 13F-HR | 8/15/2022, 09:38 AM |
Q1 2022 | 173 | $455M | +$97.3M | -$90.1M | +$7.12M | CF, NTR, FMC, BTG, KGC | 13F-HR | 5/16/2022, 11:16 AM |
Q4 2021 | 173 | $363M | +$72.8M | -$90M | -$17.1M | CF, SQM, PCH, BG, NTR | 13F-HR | 2/14/2022, 10:19 AM |
Q3 2021 | 158 | $356M | +$102M | -$54.8M | +$46.9M | TSN, SAFM, CF, PAAS, FANG | 13F-HR | 11/15/2021, 10:14 AM |
Q2 2021 | 148 | $323M | +$116M | -$47.3M | +$69.1M | CF, SQM, PNR, SAFM, TSN | 13F-HR | 8/16/2021, 10:06 AM |
Q1 2021 | 135 | $239M | +$52.7M | -$46.6M | +$6.1M | CF, AA, VALE, PNR, BG | 13F-HR | 5/17/2021, 11:01 AM |
Q4 2020 | 136 | $197M | +$52.4M | -$23.3M | +$29.1M | CF, VALE, AA, SQM, PLUG | 13F-HR | 2/16/2021, 08:49 AM |
Q3 2020 | 147 | $122M | +$28.6M | -$20.1M | +$8.47M | CF, TECK, TSN, AGCO, VALE | 13F-HR | 11/16/2020, 10:55 AM |
Q2 2020 | 133 | $107M | +$22.9M | -$25.7M | -$2.71M | CLF, CF, MRO, DE, RIO | 13F-HR | 8/12/2020, 03:48 PM |
Q1 2020 | 156 | $85.5M | +$21.8M | -$37.8M | -$16M | BG, CTVA, DE, FMC, CLF | 13F-HR | 5/13/2020, 03:49 PM |
Q4 2019 | 166 | $179M | +$23.3M | -$19.2M | +$4.14M | TSN, SAFM, BG, INGR, DAR | 13F-HR | 2/4/2020, 03:13 PM |
Q3 2019 | 173 | $159M | +$22.6M | -$26M | -$3.37M | TSN, SAFM, PPC, AWK, BG | 13F-HR | 11/14/2019, 10:39 AM |
Q2 2019 | 178 | $180M | +$37.4M | -$26.2M | +$11.2M | TECK, RIO, AWK, X, CF | 13F-HR | 8/14/2019, 09:49 AM |
Q1 2019 | 192 | $176M | +$56.4M | -$17.2M | +$39.2M | TECK, RIO, AGCO, AWK, SCCO | 13F-HR | 5/15/2019, 10:08 AM |
Q4 2018 | 222 | $119M | +$14.4M | -$47.4M | -$33M | CF, DE, TSN, SQM, PPC | 13F-HR | 2/14/2019, 11:10 AM |
Q3 2018 | 217 | $200M | +$75.3M | -$20.3M | +$55.1M | PPC, TSN, BG, INGR, DE | 13F-HR | 11/14/2018, 10:12 AM |
Q2 2018 | 177 | $148M | +$28.2M | -$18.6M | +$9.56M | MOS, VLO, SQM, MPC, BG | 13F-HR | 8/13/2018, 01:36 PM |
Q1 2018 | 169 | $132M | +$38.3M | -$20.9M | +$17.4M | MOS, INGR, SQM, BG, MPC | 13F-HR | 5/15/2018, 10:27 AM |
Q4 2017 | 207 | $121M | +$24.9M | -$15.6M | +$9.23M | SAFM, MPC, VLO, INGR, PPC | 13F-HR | 2/14/2018, 08:47 AM |
Q3 2017 | 156 | $106M | +$24.3M | -$32.7M | -$8.44M | SAFM, INGR, GGB, MPC, CPG | 13F-HR | 11/14/2017, 03:16 PM |
Q2 2017 | 205 | $104M | +$22.5M | -$33.5M | -$10.9M | SAFM, TAHO, INGR, HRL, SQM | 13F-HR | 8/14/2017, 09:45 AM |
Q1 2017 | 213 | $123M | +$24.4M | -$12.7M | +$11.7M | SAFM, CALM, MOS, PPC, MON | 13F-HR | 5/15/2017, 12:56 PM |
Q4 2016 | 205 | $114M | +$14.8M | -$4.7M | +$10.1M | CALM, SAFM, MON, MOS, SBS | 13F-HR | 2/14/2017, 11:13 AM |
Q3 2016 | 195 | $97.7M | +$11M | -$16.1M | -$5.16M | CALM, SAFM, MON, SBS, HRL | 13F-HR | 11/14/2016, 04:24 PM |
Q2 2016 | 177 | $101M | +$15M | -$17.8M | -$2.79M | CALM, SAFM, PPC, HRL, MON | Restatement | 8/15/2016, 11:15 AM |
Q1 2016 | 187 | $96.4M | +$10.5M | -$27.2M | -$16.7M | SAFM, PPC, HRL, CALM, MON | 13F-HR | 5/16/2016, 09:54 AM |
Q4 2015 | 202 | $107M | +$15.1M | -$17.2M | -$2.17M | SAFM, PPC, HRL, MON, CALM | 13F-HR | 2/16/2016, 10:30 AM |
Q3 2015 | 224 | $108M | +$33.8M | -$23.6M | +$10.2M | SAFM, PPC, HRL, MON, CALM | 13F-HR | 11/16/2015, 11:33 AM |
Q2 2015 | 143 | $122M | +$18M | -$41.1M | -$23.1M | CF, SAFM, MOS, PPC, MON | 13F-HR | 8/14/2015, 10:04 AM |
Q1 2015 | 243 | $152M | +$41.2M | -$14.9M | +$26.2M | SAFM, CF, MON, MOS, PPC | 13F-HR | 5/15/2015, 11:22 AM |
Q4 2014 | 172 | $130M | +$20.1M | -$51.9M | -$31.8M | CF, MON, AGCO, SAFM, MOS | 13F-HR | 2/17/2015, 09:10 AM |
Q3 2014 | 180 | $182M | +$21M | -$9.73M | +$11.3M | CF, MON, AGCO, HRL, SQM | 13F-HR | 11/14/2014, 10:18 AM |
Q2 2014 | 187 | $188M | +$103M | -$17.3M | +$85.9M | CF, MON, AGCO, SQM, HRL | 13F-HR | 8/14/2014, 10:26 AM |
Q1 2014 | 92 | $96.9M | +$14.6M | -$25.8M | -$11.2M | CF, MON, POT, ADM, MOS | 13F-HR | 5/15/2014, 10:01 AM |
Q4 2013 | 104 | $106M | $0 | $0 | MON, XOM, CF, POT, CVX | 13F-HR | 2/13/2014, 07:57 PM |