Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Darling Ingredients Inc.(DAR) | 423,056 | 234,533 | -188,523 | $15.23M | $14.51M | 16.56% | -$724.1K |
| Methanex Corporation(MEOH) | 402,532 | 173,725 | -228,807 | $15.99M | $10.34M | 11.81% | -$5.64M |
| Bunge Global SA(BG) | 160,661 | 74,045 | -86,616 | $14.31M | $9.42M | 10.75% | -$4.89M |
| Andersons Inc | 348,913 | 69,968 | -278,945 | $18.55M | $5.02M | 5.73% | -$13.53M |
| Celanese Corporation(CE) | 7,500 | 70,000 | +62,500 | $317.1K | $4.60M | 5.26% | +$4.29M |
| Air Products And Chemicals I | 8,495 | 13,495 | +5,000 | $2.10M | $3.92M | 4.47% | +$1.82M |
| Corteva, Inc.(CTVA) | 40,000 | 40,000 | 0 | $2.68M | $3.35M | 3.82% | +$667.2K |
| REX American Resources Corporation(REX) | 71,172 | 71,172 | 0 | $2.30M | $3.24M | 3.70% | +$943.0K |
| Adecoagro S A COM | 198,317 | 198,317 | 0 | $1.57M | $2.98M | 3.40% | +$1.41M |
| Pilgrim's Pride Corporation(PPC) | 65,000 | 65,000 | 0 | $2.53M | $2.45M | 2.80% | -$80.0K |
| AdvanSix Inc.(ASIX) | 0 | 100,000 | +100,000 | $0 | $2.44M | 2.79% | +$2.44M |
| Eastman Chemical Company(EMN) | 52,807 | 30,000 | -22,807 | $3.37M | $2.29M | 2.61% | -$1.08M |
| Sunopta Inc COM | 325,000 | 325,000 | 0 | $1.24M | $2.11M | 2.40% | +$871.0K |
| Ecolab Inc.(ECL) | 7,523 | 7,523 | 0 | $1.97M | $2.00M | 2.28% | +$26.3K |
| MP Materials Corp.CL A(MP) | 40,000 | 40,000 | 0 | $2.02M | $1.93M | 2.20% | -$90.4K |
| Tronox Holdings plcSHS(TROX) | 180,000 | 180,000 | 0 | $750.6K | $1.76M | 2.01% | +$1.01M |
| Green Plains Inc.(GPRE) | 0 | 89,731 | +89,731 | $0 | $1.48M | 1.68% | +$1.48M |
| Smithfield Foods, Inc.(SFD) | 380,915 | 50,915 | -330,000 | $8.51M | $1.42M | 1.63% | -$7.08M |
| DuPont de Nemours, Inc.(DD) | 30,000 | 30,000 | 0 | $1.21M | $1.37M | 1.57% | +$168.0K |
| CF Industries Holdings, Inc.(CF) | 10,000 | 10,000 | 0 | $773.4K | $1.30M | 1.48% | +$525.0K |
| Olin Corporation(OLN) | 78,012 | 40,000 | -38,012 | $1.62M | $1.19M | 1.36% | -$435.8K |
| Westlake Corporation(WLK) | 11,404 | 10,000 | -1,404 | $843.2K | $1.17M | 1.33% | +$325.0K |
| Huntsman Corporation(HUN) | 85,000 | 85,000 | 0 | $850.0K | $1.13M | 1.29% | +$281.4K |
| Titan Machinery Inc.(TITN) | 0 | 64,674 | +64,674 | $0 | $1.08M | 1.23% | +$1.08M |
| PPG Industries, Inc.(PPG) | 15,107 | 7,504 | -7,603 | $1.55M | $802.0K | 0.92% | -$745.8K |
| The Sherwin-Williams Company(SHW) | 0 | 2,447 | +2,447 | $0 | $784.4K | 0.90% | +$784.4K |
| Rayonier Advanced Materials Inc.(RYAM) | 0 | 60,526 | +60,526 | $0 | $670.0K | 0.76% | +$670.0K |
| Ingredion Incorporated(INGR) | 5,000 | 5,000 | 0 | $551.3K | $563.3K | 0.64% | +$12.0K |
| Axalta Coating Systems Ltd.(AXTA) | 17,500 | 17,500 | 0 | $565.4K | $484.8K | 0.55% | -$80.7K |
| International Flavors & Fragrances Inc.(IFF) | 6,614 | 6,614 | 0 | $445.7K | $479.8K | 0.55% | +$34.1K |
| Dow Inc.(DOW) | 0 | 10,000 | +10,000 | $0 | $416.5K | 0.48% | +$416.5K |
| Element Solutions Inc(ESI) | 13,036 | 10,000 | -3,036 | $325.8K | $341.4K | 0.39% | +$15.6K |
| The Mosaic Company(MOS) | 0 | 10,000 | +10,000 | $0 | $255.0K | 0.29% | +$255.0K |
| Mission Produce, Inc.(AVO) | 790,381 | 15,934 | -774,447 | $9.17M | $219.3K | 0.25% | -$8.95M |
| Cnh Indl N VSHS SHS | 80,000 | 80,000 | 0 | $80.0K | $80.0K | 0.09% | $0 |
| Avient Corporation(AVNT) | 213,749 | 0 | -213,749 | $6.68M | $0 | — | -$6.68M |
| H.B. Fuller Company(FUL) | 57,505 | 0 | -57,505 | $3.42M | $0 | — | -$3.42M |
| Smurfit Westrock PlcSHS(SW) | 41,813 | 0 | -41,813 | $1.62M | $0 | — | -$1.62M |
| JBS N.V.CL A(JBS) | 152,048 | 0 | -152,048 | $2.19M | $0 | — | -$2.19M |