Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AVIENT CORPORATION(AVNT) | 85,000 | 251,517 | +166,517 | 3,473 | 9,346 | 7.47% | +5,873 |
| MISSION PRODUCE INC(AVO) | 587,970 | 999,924 | +411,954 | 8,449 | 10,479 | 8.37% | +2,030 |
| ORION S.A.(OEC) | 724,113 | 1,013,629 | +289,516 | 11,434 | 13,106 | 10.47% | +1,672 |
| HUNTSMAN CORP(HUN) | 679,719 | 877,010 | +197,291 | 12,255 | 13,848 | 11.07% | +1,593 |
| NUTRIEN LTD(NTR) | 0 | 29,700 | +29,700 | 0 | 1,475 | 1.18% | +1,475 |
| PILGRIMS PRIDE CORP(PPC) | 65,000 | 75,000 | +10,000 | 2,950 | 4,088 | 3.27% | +1,138 |
| SMITHFIELD FOODS INC(SFD) | 0 | 50,000 | +50,000 | 0 | 1,020 | 0.81% | +1,020 |
| WESTLAKE CORPORATION(WLK) | 72,285 | 92,500 | +20,215 | 8,287 | 9,253 | 7.39% | +965 |
| MOSAIC CO NEW(MOS) | 0 | 33,526 | +33,526 | 0 | 906 | 0.72% | +906 |
| TREX CO INC(TREX) | 0 | 13,146 | +13,146 | 0 | 764 | 0.61% | +764 |
| DARLING INGREDIENTS INC(DAR) | 100,000 | 130,555 | +30,555 | 3,369 | 4,079 | 3.26% | +710 |
| MOHAWK INDS INC(MHK) | 0 | 5,000 | +5,000 | 0 | 571 | 0.46% | +571 |
| ADECOAGRO S A COM | 198,317 | 198,317 | 0 | 1,870 | 2,215 | 1.77% | +345 |
| CORTEVA INC(CTVA) | 40,000 | 40,000 | 0 | 2,278 | 2,517 | 2.01% | +239 |
| ECOLAB INC(ECL) | 7,523 | 7,523 | 0 | 1,763 | 1,907 | 1.52% | +144 |
| CNH INDL N V SHS | 80,000 | 80,000 | 0 | 80 | 80 | 0.06% | 0 |
| INGREDION INC(INGR) | 5,000 | 5,000 | 0 | 688 | 676 | 0.54% | -12 |
| AXALTA COATING SYS LTD(AXTA) | 17,500 | 17,500 | 0 | 599 | 580 | 0.46% | -18 |
| BUNGE GLOBAL SA(BG) | 25,000 | 25,000 | 0 | 1,944 | 1,911 | 1.53% | -33 |
| INTERNATIONAL FLAVORS&FRAGRA(IFF) | 6,614 | 6,614 | 0 | 559 | 513 | 0.41% | -46 |
| CF INDS HLDGS INC(CF) | 10,000 | 10,000 | 0 | 853 | 782 | 0.62% | -72 |
| CELANESE CORP DEL(CE) | 7,500 | 7,500 | 0 | 519 | 426 | 0.34% | -93 |
| REX AMERICAN RES CORP(REX) | 35,586 | 35,586 | 0 | 1,484 | 1,337 | 1.07% | -147 |
| CEMEX SAB DE CV(CX) | 75,000 | 0 | -75,000 | 423 | 0 | — | -423 |
| MP MATERIALS CORP(MP) | 95,000 | 40,000 | -55,000 | 1,482 | 976 | 0.78% | -506 |
| SUNOPTA INC COM | 325,000 | 325,000 | 0 | 2,503 | 1,580 | 1.26% | -923 |
| SIMPSON MFG INC(SSD) | 7,500 | 0 | -7,500 | 1,244 | 0 | — | -1,244 |
| CHEMOURS CO(CC) | 80,000 | 0 | -80,000 | 1,352 | 0 | — | -1,352 |
| DUPONT DE NEMOURS INC(DD) | 115,674 | 97,330 | -18,344 | 8,820 | 7,269 | 5.81% | -1,552 |
| INGEVITY CORP(NGVT) | 40,000 | 0 | -40,000 | 1,630 | 0 | — | -1,630 |
| ENTEGRIS INC(ENTG) | 23,500 | 0 | -23,500 | 2,328 | 0 | — | -2,328 |
| TRONOX HOLDINGS PLC(TROX) | 455,742 | 305,000 | -150,742 | 4,589 | 2,147 | 1.72% | -2,442 |
| OLIN CORP(OLN) | 111,000 | 40,000 | -71,000 | 3,752 | 970 | 0.77% | -2,782 |
| SMURFIT WESTROCK PLC(SW) | 65,000 | 0 | -65,000 | 3,501 | 0 | — | -3,501 |
| DOW INC(DOW) | 157,500 | 75,850 | -81,650 | 6,320 | 2,649 | 2.12% | -3,672 |
| CROWN HLDGS INC(CCK) | 50,000 | 0 | -50,000 | 4,135 | 0 | — | -4,134 |
| AIR PRODS & CHEMS INC | 27,892 | 8,495 | -19,397 | 8,090 | 2,505 | 2.00% | -5,584 |
| EASTMAN CHEM CO(EMN) | 161,042 | 93,115 | -67,927 | 14,706 | 8,204 | 6.56% | -6,502 |
| HORMEL FOODS CORP(HRL) | 260,000 | 0 | -260,000 | 8,156 | 0 | — | -8,156 |
| PPG INDS INC(PPG) | 124,954 | 42,754 | -82,200 | 14,926 | 4,675 | 3.74% | -10,251 |
| METHANEX CORP(MEOH) | 631,102 | 350,433 | -280,669 | 31,517 | 12,297 | 9.83% | -19,221 |