| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 124 | 501,745 | CCNR, CNH, CTVA, NTR | 13F-HR | 8/14/2026 | 000140508626000604 |
| Q1 2026 | 120 | 537,945 | CCNR, NTR, SM, MUR | 13F-HR | 5/15/2026 | 000140508626000319 |
| Q4 2025 | 117 | 476,458 | CCNR, HBM, AA, LBRT | 13F-HR | 2/12/2026 | 000140508626000091 |
| Q3 2025 | 127 | 551,001 | CCNR, HBM, CNH, MUR | 13F-HR | 11/14/2025 | 000140508625000349 |
| Q2 2025 | 139 | 607,536 | CCNR, HBM, TECK, MUR | 13F-HR | 8/14/2025 | 000140508625000221 |
| Q1 2025 | 149 | 615,092 | CCNR, AEM, NEM, RGLD | 13F-HR | 5/15/2025 | 000140508625000141 |
| Q4 2024 | 127 | 511,965 | CCNR, CALM, HRL, MUR | 13F-HR | 2/14/2025 | 000140508625000062 |
| Q3 2024 | 134 | 543,189 | CCNR, CNH, MUR, INGR | 13F-HR | 11/14/2024 | 000140508624000265 |
| Q2 2024 | 133 | 258,175 | DAR, INGR, MUR, AEM | 13F-HR | 8/14/2024 | 000140508624000204 |
| Q1 2024 | 164 | 280,701 | INGR, DAR, CNH, DE | 13F-HR | 5/15/2024 | 000140508624000120 |
| Q4 2023 | 157 | 336,552 | INGR, ADM, WFG, BTG | 13F-HR | 2/14/2024 | 000140508624000059 |
| Q3 2023 | 147 | 298,361 | ADM, CALM, BG, INGR | 13F-HR | 11/14/2023 | 000140508623000271 |
| Q2 2023 | 186 | 339,968 | BTG, VET, INGR, BTE | 13F-HR | 8/14/2023 | 000140508623000195 |
| Q1 2023 | 163 | 349,959 | BTG, GFI, NEM, AEM | 13F-HR | 5/15/2023 | 000140508623000128 |
| Q4 2022 | 155 | 324,226 | BTG, GFI, NEM, TECK | 13F-HR | 2/14/2023 | 000140508623000064 |
| Q3 2022 | 144 | 274,417 | BTG, FMC, CF, HRL | 13F-HR | 11/14/2022 | 000140508622000321 |
| Q2 2022 | 155 | 381,166 | CF, FMC, HRL, GFI | 13F-HR | 8/15/2022 | 000140508622000241 |
| Q1 2022 | 173 | 455,267 | CF, NTR, FMC, BTG | 13F-HR | 5/16/2022 | 000140508622000161 |
| Q4 2021 | 173 | 363,402 | CF, SQM, PCH, BG | 13F-HR | 2/14/2022 | 000140508622000074 |
| Q3 2021 | 158 | 356,122 | TSN, SAFM, CF, PAAS | 13F-HR | 11/15/2021 | 000140508621000291 |
| Q2 2021 | 148 | 322,508 | CF, SQM, PNR, SAFM | 13F-HR | 8/16/2021 | 000140508621000226 |
| Q1 2021 | 135 | 238,575 | CF, AA, VALE, PNR | 13F-HR | 5/17/2021 | 000140508621000141 |
| Q4 2020 | 136 | 197,158 | CF, VALE, AA, SQM | 13F-HR | 2/16/2021 | 000140508621000031 |
| Q3 2020 | 147 | 122,254 | CF, TECK, TSN, AGCO | 13F-HR | 11/16/2020 | 000140508620000337 |
| Q2 2020 | 133 | 106,683 | CLF, CF, MRO, DE | 13F-HR | 8/12/2020 | 000140508620000230 |
| Q1 2020 | 156 | 86,603 | BG, CTVA, DE, FMC | 13F-HR | 5/13/2020 | 000140508620000133 |
| Q4 2019 | 166 | 179,269 | TSN, SAFM, BG, INGR | 13F-HR | 2/4/2020 | 000140508620000018 |
| Q3 2019 | 173 | 159,357 | TSN, SAFM, PPC, AWK | 13F-HR | 11/14/2019 | 000140508619000371 |
| Q2 2019 | 178 | 180,441 | TECK, RIO, AWK, X | 13F-HR | 8/14/2019 | 000140508619000258 |
| Q1 2019 | 192 | 176,057 | TECK, RIO, AGCO, AWK | 13F-HR | 5/15/2019 | 000140508619000168 |
| Q4 2018 | 222 | 119,074 | CF, DE, TSN, SQM | 13F-HR | 2/14/2019 | 000140508619000055 |
| Q3 2018 | 218 | 200,183 | PPC, TSN, BG, INGR | 13F-HR | 11/14/2018 | 000140508618000256 |
| Q2 2018 | 177 | 149,017 | GOLD, MOS, VLO, SQM | 13F-HR | 8/13/2018 | 000140508618000155 |
| Q1 2018 | 169 | 132,428 | MOS, INGR, GOLD, SQM | 13F-HR | 5/15/2018 | 000140508618000098 |
| Q4 2017 | 207 | 120,705 | SAFM, MPC, VLO, INGR | 13F-HR | 2/14/2018 | 000140508618000054 |
| Q3 2017 | 156 | 105,698 | SAFM, INGR, GGB, MPC | 13F-HR | 11/14/2017 | 000140508617000237 |
| Q2 2017 | 206 | 104,023 | SAFM, TAHO, INGR, HRL | 13F-HR | 8/14/2017 | 000140508617000162 |
| Q1 2017 | 216 | 123,338 | SAFM, CALM, MOS, PPC | 13F-HR | 5/15/2017 | 000140508617000118 |
| Q4 2016 | 208 | 113,748 | CALM, SAFM, MON, MOS | 13F-HR | 2/14/2017 | 000140508617000054 |
| Q3 2016 | 200 | 97,940 | CALM, SAFM, MON, SBS | 13F-HR | 11/14/2016 | 000140508616000694 |
| Q2 2016 | 185 | 101,528 | CALM, SAFM, PPC, HRL | RESTATEMENT | 8/15/2016 | 000140508616000585 |
| Q1 2016 | 195 | 96,625 | SAFM, PPC, HRL, CALM | 13F-HR | 5/16/2016 | 000140508616000498 |
| Q4 2015 | 210 | 106,788 | SAFM, PPC, HRL, MON | 13F-HR | 2/16/2016 | 000140508616000400 |
| Q3 2015 | 230 | 108,655 | SAFM, PPC, HRL, MON | 13F-HR | 11/16/2015 | 000140508615000299 |
| Q2 2015 | 143 | 121,713 | CF, SAFM, MOS, PPC | 13F-HR | 8/14/2015 | 000140508615000219 |
| Q1 2015 | 245 | 158,566 | SAFM, CF, SPY puts, MON | 13F-HR | 5/15/2015 | 000140508615000162 |
| Q4 2014 | 172 | 133,533 | CF, MON, AGCO, SAFM | 13F-HR | 2/17/2015 | 000140508615000088 |
| Q3 2014 | 182 | 192,460 | CF, MON, AGCO, QQQ puts | 13F-HR | 11/14/2014 | 000140508614000303 |
| Q2 2014 | 188 | 209,783 | SPY puts, CF, MON, AGCO | 13F-HR | 8/14/2014 | 000140508614000249 |
| Q1 2014 | 93 | 117,501 | SPY puts, CF, MON, POT | 13F-HR | 5/15/2014 | 000140508614000185 |
| Q4 2013 | 106 | 197,068 | SPY puts, MON, XOM, CF | 13F-HR | 2/14/2014 | 000140508614000072 |