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CIK 0001803088 • 6 13F filings • May 15, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADECOAGRO S A | COM | $1.6M | 1.1%Prev: 0.9% | 198,317 SH | Increased |
| AIR PRODS & CHEMS INC | COM | $2.1M | 1.4%Prev: 1.4% | 8,495 SH | Decreased |
| ANDERSONS INC | COM | $22.1M | 15.1%Prev: 16.1% | 415,913 SH | Decreased-258,831 SH |
| AVIENT CORPORATION | COM | $6.7M | 4.6%Prev: 5.9% | 213,749 SH | Decreased-86,113 SH |
| AXALTA COATING SYS LTD | COM | $565K | 0.4%Prev: 0.3% | 17,500 SH | Increased |
| BUNGE GLOBAL SA | COM SHS | $23.2M | 15.8%Prev: 12.6% | 260,661 SH | Increased+2,093 SH |
| CELANESE CORP DEL | COM | $317K | 0.2%Prev: 0.2% | 7,500 SH | Increased |
| CF INDS HLDGS INC | COM | $773K | 0.5%Prev: 0.5% | 10,000 SH | Decreased |
| CNH INDL N V | SHS | $80K | 0.1%Prev: 0.0% | 80,000 SH | |
| CORTEVA INC | COM | $2.7M | 1.8%Prev: 1.6% | 40,000 SH | Decreased |
| DARLING INGREDIENTS INC | COM | $20.0M | 13.6%Prev: 12.6% | 554,356 SH | Decreased-127,016 SH |
| DUPONT DE NEMOURS INC | COM | $1.2M | 0.8%Prev: 1.4% | 30,000 SH | Decreased |
| EASTMAN CHEM CO | COM | $3.4M | 2.3%Prev: 3.0% | 52,807 SH | Decreased-26,997 SH |
| ECOLAB INC | COM | $2.0M | 1.3%Prev: 1.2% | 7,523 SH | Decreased |
| ELEMENT SOLUTIONS INC | COM | $326K | 0.2%Prev: 2.2% | 13,036 SH | Decreased-130,386 SH |
| FULLER H B CO | COM | $3.4M | 2.3%Prev: 0.5% | 57,505 SH | Increased+42,505 SH |
| HUNTSMAN CORP | COM | $850K | 0.6%Prev: 0.5% | 85,000 SH | Increased |
| INGREDION INC | COM | $551K | 0.4%Prev: 0.4% | 5,000 SH | Decreased |
| INTERNATIONAL FLAVORS&FRAGRA | COM | $446K | 0.3%Prev: 0.2% | 6,614 SH | Increased |
| JBS N.V. | CL A SHS | $2.2M | 1.5% | 152,048 SH | New |
| METHANEX CORP | COM | $16.0M | 10.9%Prev: 9.4% | 402,532 SH | Increased+5,531 SH |
| MISSION PRODUCE INC | COM | $9.2M | 6.2%Prev: 9.2% | 790,381 SH | Decreased-485,238 SH |
| MP MATERIALS CORP | COM CL A | $2.0M | 1.4%Prev: 1.6% | 40,000 SH | Decreased |
| OLIN CORP | COM PAR $1 | $1.6M | 1.1%Prev: 0.6% | 78,012 SH | Increased+38,012 SH |
| ORION S.A. | COM | $722K | 0.5%Prev: 4.1% | 136,700 SH | Decreased-759,331 SH |
| PILGRIMS PRIDE CORP | COM | $2.5M | 1.7%Prev: 1.6% | 65,000 SH | Decreased |
| PPG INDS INC | COM | $1.5M | 1.1%Prev: 4.9% | 15,107 SH | Decreased-62,910 SH |
| REX AMERICAN RES CORP | COM | $2.3M | 1.6%Prev: 1.3% | 71,172 SH | Increased |
| SMITHFIELD FOODS INC | COM | $8.5M | 5.8% | 380,915 SH | New |
| SMURFIT WESTROCK PLC | SHS | $1.6M | 1.1% | 41,813 SH | New |
| SUNOPTA INC | COM | $1.2M | 0.8%Prev: 1.1% | 325,000 SH | Decreased |
| TRONOX HOLDINGS PLC | SHS | $751K | 0.5%Prev: 0.4% | 180,000 SH | Increased |
| UNITED STS OIL FD LP | UNITS | $3.5M | 2.4% | 50,000 SH | New |
| WESTLAKE CORPORATION | COM | $843K | 0.6%Prev: 2.7% | 11,404 SH | Decreased-46,275 SH |
| 13F-HR |
| 0001803088-26-000004 |
| $0K |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001803088-25-000007 | $184.9M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001803088-26-000003 | $117.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001803088-25-000004 | $200.4M | View |