Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ANDERSONS INC | 190,168 | 574,744 | +384,576 | 6,989 | 22,881 | 16.21% | +15,892 |
| METHANEX CORP(MEOH) | 292,066 | 397,001 | +104,935 | 9,667 | 15,785 | 11.19% | +6,117 |
| WESTLAKE CORPORATION(WLK) | 0 | 57,679 | +57,679 | 0 | 4,445 | 3.15% | +4,445 |
| DARLING INGREDIENTS INC(DAR) | 193,255 | 381,372 | +188,117 | 7,332 | 11,773 | 8.34% | +4,441 |
| AVIENT CORPORATION(AVNT) | 179,201 | 299,862 | +120,661 | 5,790 | 9,880 | 7.00% | +4,090 |
| ELEMENT SOLUTIONS INC(ESI) | 80,000 | 143,422 | +63,422 | 1,812 | 3,610 | 2.56% | +1,798 |
| MP MATERIALS CORP(MP) | 40,000 | 40,000 | 0 | 1,331 | 2,683 | 1.90% | +1,352 |
| PPG INDS INC(PPG) | 62,754 | 78,017 | +15,263 | 7,138 | 8,200 | 5.81% | +1,062 |
| FULLER H B CO(FUL) | 0 | 15,000 | +15,000 | 0 | 889 | 0.63% | +889 |
| MISSION PRODUCE INC(AVO) | 1,056,373 | 1,075,619 | +19,246 | 12,381 | 12,929 | 9.16% | +548 |
| REX AMERICAN RES CORP(REX) | 35,586 | 71,172 | +35,586 | 1,733 | 2,179 | 1.54% | +446 |
| HORMEL FOODS CORP(HRL) | 75,000 | 105,000 | +30,000 | 2,269 | 2,598 | 1.84% | +329 |
| OLIN CORP(OLN) | 40,000 | 40,000 | 0 | 804 | 1,000 | 0.71% | +196 |
| ECOLAB INC(ECL) | 7,523 | 7,523 | 0 | 2,027 | 2,060 | 1.46% | +33 |
| SUNOPTA INC COM | 325,000 | 325,000 | 0 | 1,885 | 1,905 | 1.35% | +20 |
| CNH INDL N V SHS | 80,000 | 80,000 | 0 | 80 | 80 | 0.06% | 0 |
| AXALTA COATING SYS LTD(AXTA) | 17,500 | 17,500 | 0 | 520 | 501 | 0.35% | -19 |
| CF INDS HLDGS INC(CF) | 10,000 | 10,000 | 0 | 920 | 897 | 0.64% | -23 |
| INGREDION INC(INGR) | 5,000 | 5,000 | 0 | 678 | 611 | 0.43% | -68 |
| AIR PRODS & CHEMS INC | 8,495 | 8,495 | 0 | 2,396 | 2,317 | 1.64% | -79 |
| INTERNATIONAL FLAVORS&FRAGRA(IFF) | 6,614 | 6,614 | 0 | 486 | 407 | 0.29% | -79 |
| CELANESE CORP DEL(CE) | 7,500 | 7,500 | 0 | 415 | 316 | 0.22% | -99 |
| HUNTSMAN CORP(HUN) | 85,000 | 85,000 | 0 | 886 | 763 | 0.54% | -122 |
| TRONOX HOLDINGS PLC(TROX) | 180,000 | 180,000 | 0 | 913 | 724 | 0.51% | -189 |
| ADECOAGRO S A COM | 198,317 | 198,317 | 0 | 1,813 | 1,555 | 1.10% | -258 |
| CORTEVA INC(CTVA) | 40,000 | 40,000 | 0 | 2,981 | 2,705 | 1.92% | -276 |
| PILGRIMS PRIDE CORP(PPC) | 65,000 | 65,000 | 0 | 2,924 | 2,647 | 1.88% | -277 |
| NUTRIEN LTD(NTR) | 10,000 | 0 | -10,000 | 582 | 0 | — | -582 |
| BUNGE GLOBAL SA(BG) | 170,218 | 158,568 | -11,650 | 13,665 | 12,884 | 9.13% | -781 |
| FMC CORP(FMC) | 25,000 | 0 | -25,000 | 1,044 | 0 | — | -1,044 |
| JBS N.V.(JBS) | 75,000 | 0 | -75,000 | 1,096 | 0 | — | -1,096 |
| DUPONT DE NEMOURS INC(DD) | 55,500 | 30,000 | -25,500 | 3,807 | 2,337 | 1.66% | -1,470 |
| EASTMAN CHEM CO(EMN) | 91,061 | 79,804 | -11,257 | 6,799 | 5,032 | 3.57% | -1,767 |
| SMITHFIELD FOODS INC(SFD) | 114,800 | 0 | -114,800 | 2,701 | 0 | — | -2,701 |
| ORION S.A.(OEC) | 828,829 | 596,031 | -232,798 | 8,694 | 4,518 | 3.20% | -4,177 |
| ARCHER DANIELS MIDLAND CO | 196,708 | 0 | -196,708 | 10,382 | 0 | — | -10,382 |