Position in BG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,418,524
-$4,893,157 QoQ
Shares Held
74,045
-53.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
11.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BG Over Time
Shares Held
Position Value (USD)
Derivatives in BG
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$3,180,000
PutShares
25,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm Products
Consumer Defensive · as of Mar 31, 2026Walnut Level Capital LLC holds $12,397,245 across 2 Farm Products names. BG ranks #1 (76.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BG |
Bunge Global SA
This page
|
74,045 | $9,418,524 | |
| 2 | AGRO |
Adecoagro S.A.
|
198,317 | $2,978,721 |
All Filings in BG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,418,524 | 74,045 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $3,180,000 | 25,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $8,908,000 | 100,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $14,311,681 | 160,661 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,125,000 | 100,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $12,883,650 | 158,568 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,042,000 | 150,000 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $13,665,101 | 170,218 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,910,500 | 25,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,944,000 | 25,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,416,000 | 25,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,669,250 | 25,000 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $10,677,000 | 100,000 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $2,563,000 | 25,000 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||