Position in BG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$93,821,110
-$4,836,860 QoQ
Shares Held
879,051
+13.3% QoQ
Ownership
0.453%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 735 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in BG Over Time
Shares Held
Position Value (USD)
Derivatives in BG
reported options exposure · as of Sep 30, 2025CallValue
$1,681,875
CallShares
20,700
PutValue
$0
PutShares
0
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 Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $390,324,295 across 11 Farm Products names. BG ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADM |
Archer-Daniels-Midland Co
|
2,357,278 | $180,096,036 | |
| 2 | BG |
Bunge Global SA
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|
879,051 | $93,821,110 | |
| 3 | TSN |
Tyson Foods, Inc.
|
1,528,541 | $87,508,970 | |
| 4 | CALM |
Cal-Maine Foods Inc
|
165,345 | $13,320,190 | |
| 5 | VITL |
Vital Farms, Inc.
|
695,302 | $8,086,361 | |
| 6 | DMC |
Del Monte Corp
|
125,318 | $3,497,624 | |
| 7 | DOLE |
Dole plc
|
215,440 | $2,955,836 | |
| 8 | ALCO |
Alico, Inc.
|
12,313 | $509,388 |
All Filings in BG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,821,110 | 879,051 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $98,657,970 | 775,613 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $69,787,941 | 783,430 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,681,875 | 20,700 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $43,160,160 | 531,202 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $42,406,381 | 528,231 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $1,445,040 | 18,000 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $41,168,827 | 538,718 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $4,585,200 | 60,000 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $25,298,745 | 325,344 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $72,579,633 | 751,031 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $113,781,904 | 1,065,673 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $80,518,691 | 785,395 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $56,269,121 | 557,396 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||