Q4 2024 |
128 |
$512M |
+$52.3M |
-$42.5M |
+$9.84M |
CCNR, CALM, HRL, MUR, INGR
|
13F-HR |
2/14/2025, 09:42 AM |
Q3 2024 |
134 |
$543M |
+$378M |
-$97M |
+$281M |
CCNR, CNH, MUR, INGR, DE
|
13F-HR |
11/14/2024, 09:24 AM |
Q2 2024 |
133 |
$258M |
+$51.7M |
-$61.4M |
-$9.68M |
DAR, INGR, MUR, AEM, BG
|
13F-HR |
8/14/2024, 10:54 AM |
Q1 2024 |
164 |
$281M |
+$48.7M |
-$117M |
-$68.5M |
INGR, DAR, CNHI, DE, ADM
|
13F-HR |
5/15/2024, 11:21 AM |
Q4 2023 |
157 |
$337M |
+$92.5M |
-$57.9M |
+$34.6M |
INGR, ADM, WFG, BTG, AEM
|
13F-HR |
2/14/2024, 09:51 AM |
Q3 2023 |
192 |
$298M |
+$58.3M |
-$115M |
-$57M |
ADM, CALM, BG, INGR, MUR
|
13F-HR |
11/14/2023, 10:26 AM |
Q2 2023 |
201 |
$340M |
+$95.6M |
-$97.4M |
-$1.71M |
BTG, VET, INGR, BTE, BG
|
13F-HR |
8/14/2023, 10:59 AM |
Q1 2023 |
163 |
$350M |
+$84.2M |
-$53.5M |
+$30.7M |
BTG, GFI, NEM, AEM, FMC
|
13F-HR |
5/15/2023, 09:53 AM |
Q4 2022 |
155 |
$324M |
+$69M |
-$51.5M |
+$17.5M |
BTG, GFI, NEM, TECK, AEM
|
13F-HR |
2/14/2023, 09:29 AM |
Q3 2022 |
143 |
$274M |
+$37.1M |
-$115M |
-$77.9M |
BTG, FMC, CF, HRL, NEM
|
13F-HR |
11/14/2022, 09:09 AM |
Q2 2022 |
155 |
$381M |
+$88.6M |
-$48.9M |
+$39.7M |
CF, FMC, HRL, GFI, TSN
|
13F-HR |
8/15/2022, 09:38 AM |
Q1 2022 |
173 |
$455M |
+$97.3M |
-$50.1M |
+$47.2M |
CF, NTR, FMC, BTG, KGC
|
13F-HR |
5/16/2022, 11:16 AM |
Q4 2021 |
173 |
$359M |
+$73.4M |
-$81.6M |
-$8.24M |
CF, SQM, PCH, BG, NTR
|
13F-HR |
2/14/2022, 09:19 AM |
Q3 2021 |
158 |
$356M |
+$102M |
-$54.8M |
+$46.9M |
TSN, SAFM, CF, PAAS, FANG
|
13F-HR |
11/15/2021, 10:14 AM |
Q2 2021 |
148 |
$323M |
+$116M |
-$47.3M |
+$69.1M |
CF, SQM, PNR, SAFM, TSN
|
13F-HR |
8/16/2021, 10:06 AM |
Q1 2021 |
135 |
$239M |
+$52.7M |
-$46.6M |
+$6.1M |
CF, AA, VALE, PNR, BGXXXX
|
13F-HR |
5/17/2021, 11:01 AM |
Q4 2020 |
136 |
$197M |
+$52.4M |
-$15.9M |
+$36.6M |
CF, VALE, AA, SQM, PLUG
|
13F-HR |
2/16/2021, 07:49 AM |
Q3 2020 |
147 |
$122M |
+$28.6M |
-$17.8M |
+$10.8M |
CF, TECK, TSN, AGCO, VALE
|
13F-HR |
11/16/2020, 09:55 AM |
Q2 2020 |
133 |
$107M |
+$22.9M |
-$16.1M |
+$6.82M |
CLF, CF, MRO, DE, RIO
|
13F-HR |
8/12/2020, 03:48 PM |
Q1 2020 |
155 |
$86.3M |
+$22.2M |
-$17.8M |
+$4.42M |
BG, CTVA, DE, FMC, CLF
|
13F-HR |
5/13/2020, 03:49 PM |
Q4 2019 |
165 |
$179M |
+$23.3M |
-$15.2M |
+$8.13M |
TSN, SAFM, BG, INGR, DAR
|
13F-HR |
2/4/2020, 02:13 PM |
Q3 2019 |
173 |
$159M |
+$22.6M |
-$11.9M |
+$10.8M |
TSN, SAFM, PPC, AWK, BG
|
13F-HR |
11/14/2019, 09:39 AM |
Q2 2019 |
178 |
$180M |
+$37.4M |
-$13.2M |
+$24.2M |
TECK, RIO, AWK, X, CF
|
13F-HR |
8/14/2019, 09:49 AM |
Q1 2019 |
192 |
$176M |
+$56.4M |
-$11.3M |
+$45.1M |
TECK, RIO, AGCO, AWK, SCCO
|
13F-HR |
5/15/2019, 10:08 AM |
Q4 2018 |
222 |
$119M |
+$14.4M |
-$43.9M |
-$29.5M |
CF, DE, TSN, SQM, PPC
|
13F-HR |
2/14/2019, 10:10 AM |
Q3 2018 |
216 |
$200M |
+$75.4M |
-$18.2M |
+$57.2M |
PPC, TSN, BG, INGR, DE
|
13F-HR |
11/14/2018, 09:12 AM |
Q2 2018 |
177 |
$149M |
+$28.2M |
-$10.3M |
+$17.9M |
MOS, VLO, SQM, MPC, BG
|
13F-HR |
8/13/2018, 01:36 PM |
Q1 2018 |
169 |
$132M |
+$38.3M |
-$8.25M |
+$30M |
MOS, INGR, SQM, BG, MPC
|
13F-HR |
5/15/2018, 10:27 AM |
Q4 2017 |
207 |
$121M |
+$24.9M |
-$11.9M |
+$13M |
SAFM, MPC, VLO, INGR, PPC
|
13F-HR |
2/14/2018, 07:47 AM |
Q3 2017 |
156 |
$106M |
+$25.5M |
-$18.6M |
+$6.94M |
SAFM, INGR, GGB, MPC, CPG
|
13F-HR |
11/14/2017, 02:16 PM |
Q2 2017 |
203 |
$104M |
+$22.6M |
-$29.3M |
-$6.7M |
SAFM, TAHO, INGR, HRL, SQM
|
13F-HR |
8/14/2017, 09:45 AM |
Q1 2017 |
212 |
$123M |
+$24.5M |
-$9.21M |
+$15.3M |
SAFM, CALM, MOS, PPC, MON
|
13F-HR |
5/15/2017, 12:56 PM |
Q4 2016 |
204 |
$114M |
+$14.9M |
-$2.16M |
+$12.7M |
CALM, SAFM, MON, MOS, SBS
|
13F-HR |
2/14/2017, 10:13 AM |
Q3 2016 |
192 |
$97.7M |
+$11M |
-$16.1M |
-$5.1M |
CALM, SAFM, MON, SBS, HRL
|
13F-HR |
11/14/2016, 03:24 PM |
Q2 2016 |
175 |
$101M |
+$15M |
-$15.4M |
-$389K |
CALM, SAFM, PPC, HRL, MON
|
Restatement |
8/15/2016, 11:15 AM |
Q1 2016 |
183 |
$96.4M |
+$10.9M |
-$24.9M |
-$14.1M |
SAFM, PPC, HRL, CALM, MON
|
13F-HR |
5/16/2016, 09:54 AM |
Q4 2015 |
195 |
$107M |
+$15.1M |
-$13.3M |
+$1.76M |
SAFM, PPC, HRL, MON, CALM
|
13F-HR |
2/16/2016, 09:30 AM |
Q3 2015 |
215 |
$108M |
+$33.8M |
-$14.6M |
+$19.2M |
SAFM, PPC, HRL, MON, CALM
|
13F-HR |
11/16/2015, 10:33 AM |
Q2 2015 |
143 |
$122M |
+$18M |
-$24.8M |
-$6.81M |
CF, SAFM, MOS, PPC, MON
|
13F-HR |
8/14/2015, 10:04 AM |
Q1 2015 |
243 |
$159M |
+$47.3M |
-$16.8M |
+$30.5M |
SAFM, CF, SPY, MON, MOS
|
13F-HR |
5/15/2015, 11:22 AM |
Q4 2014 |
171 |
$130M |
+$20.1M |
-$43M |
-$23M |
CF, MON, AGCO, SAFM, MOS
|
13F-HR |
2/17/2015, 08:10 AM |
Q3 2014 |
181 |
$192M |
+$26.8M |
-$22.5M |
+$4.35M |
CF, MON, AGCO, QQQXXXX, SPY
|
13F-HR |
11/14/2014, 09:18 AM |
Q2 2014 |
186 |
$209M |
+$103M |
-$89.7M |
+$13.1M |
SPY, CF, MON, AGCO, SQM
|
13F-HR |
8/14/2014, 10:26 AM |
Q1 2014 |
93 |
$118M |
+$14.6M |
-$11.4M |
+$3.18M |
SPY, CF, MON, POT, ADM
|
13F-HR |
5/15/2014, 10:01 AM |
Q4 2013 |
106 |
$197M |
|
|
|
SPY, MON, XOM, CF, POT
|
13F-HR |
2/13/2014, 06:57 PM |