Walnut Level Capital LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Andersons, Inc. | $18.55M | 14.8% |
| METHANEX CORP | $15.99M | 12.8% |
| DARLING INGREDIENTS INC. | $15.23M | 12.2% |
| Bunge Global SA | $14.31M | 11.4% |
| Mission Produce, Inc.AVO | $9.17M | 7.3% |
| SMITHFIELD FOODS INCSFD | $8.51M | 6.8% |
| Avient Corp | $6.68M | 5.3% |
| FULLER H B CO | $3.42M | 2.7% |
| EASTMAN CHEMICAL CO | $3.37M | 2.7% |
| Corteva, Inc. | $2.68M | 2.1% |
| PILGRIMS PRIDE CORPPPC | $2.53M | 2.0% |
| REX AMERICAN RESOURCES Corp | $2.30M | 1.8% |
| JBS N.V. | $2.19M | 1.7% |
| Air Products & Chemicals, Inc. | $2.10M | 1.7% |
| MP Materials Corp. / DE | $2.02M | 1.6% |
| ECOLAB INC. | $1.97M | 1.6% |
| OLIN Corp | $1.62M | 1.3% |
| Smurfit Westrock plc | $1.62M | 1.3% |
| ADECOAGRO S A | $1.57M | 1.3% |
| PPG INDUSTRIES INC | $1.55M | 1.2% |
| SunOpta Inc.STKL | $1.24M | 1.0% |
| DuPont de Nemours, Inc. | $1.21M | 1.0% |
| Huntsman Corp | $850.0K | 0.7% |
| WESTLAKE CORPWLK | $843.2K | 0.7% |
| CF Industries Holdings Inc | $773.4K | 0.6% |
| TRONOX HOLDINGS PLC | $750.6K | 0.6% |
| Axalta Coating Systems Ltd | $565.4K | 0.5% |
| Ingredion Inc | $551.3K | 0.4% |
| INTERNATIONAL FLAVORS & FRAGRANCES INC | $445.7K | 0.4% |
| Element Solutions Inc | $325.8K | 0.3% |
| Celanese Corp | $317.1K | 0.3% |
| CNH Industrial N.V. | $80.0K | 0.1% |