| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | Bunge Global SA COM SHS | $4.2B | 32.81M | 70.5% | —HELD | 0 |
| 2 | Century Aluminum Co. COM | $1.0B | 17.51M | 17.4% | —HELD | 0 |
| 3 | Century Aluminum Co. COM | $715.1M | 12.18M | 12.1% | REDUCED | -5,321,192 |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: Apr 27, 2026