Denver, COCIK 18030884 filings on record
Reported 13F value by quarter
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UpgradeLargest positions by weight
32 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Andersons Inc | 348.9K | $18.55M | 14.8% | −225.8K | Reduced |
| 2 | Methanex Corp | 402.5K | $15.99M | 12.8% | +5.5K | Added |
| 3 | Darling Ingredients Inc | 423.1K | $15.23M | 12.2% | +41.7K | Added |
| 4 | Bunge Global SA |
| 160.7K |
| $14.31M |
| 11.4% |
| +2.1K |
| Added |
| 5 | Mission Produce Inc | 790.4K | $9.17M | 7.3% | −285.2K | Reduced |
| 6 | Smithfield Foods Inc | 380.9K | $8.51M | 6.8% | +380.9K | New |
| 7 | Avient Corporation | 213.7K | $6.68M | 5.3% | −86.1K | Reduced |
| 8 | Fuller H B Co | 57.5K | $3.42M | 2.7% | +42.5K | Added |
| 9 | Eastman Chem Co | 52.8K | $3.37M | 2.7% | −27.0K | Reduced |
| 10 | Corteva Inc | 40.0K | $2.68M | 2.1% | 0 | Held |
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