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 |