Q3 2024
|
134 |
543,189 |
FINANCIAL INVS TR, CNHI, 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, CNHI, DE
|
13F-HR
|
5/15/2024 |
000140508624000120 |
Q4 2023
|
157 |
336,552 |
INGR, ADM, WFG.TO, BTO.TO
|
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 |
BTO.TO, VET.TO, INGR, BTEGF
|
13F-HR
|
8/14/2023 |
000140508623000195 |
Q1 2023
|
163 |
349,959 |
BTO.TO, GFI, NEM, AEM
|
13F-HR
|
5/15/2023 |
000140508623000128 |
Q4 2022
|
155 |
324,226 |
BTO.TO, GFI, NEM, TECK-B.TO
|
13F-HR
|
2/14/2023 |
000140508623000064 |
Q3 2022
|
144 |
274,417 |
BTO.TO, 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.TO, FMC, BTO.TO
|
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.TO
|
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-B.TO, 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-B.TO, RIO, AWK, X
|
13F-HR
|
8/14/2019 |
000140508619000258 |
Q1 2019
|
192 |
176,057 |
TECK-B.TO, 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 |
MOS, VLO, SQM, MPC
|
13F-HR
|
8/13/2018 |
000140508618000155 |
Q1 2018
|
169 |
132,428 |
MOS, INGR, SQM, BG
|
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 |