Position in BG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$98,657,970
+$28,870,029 QoQ
Shares Held
775,613
-1.0% QoQ
Ownership
0.400%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 67.03987684579809.ToString("F0")%
Shared 0.ToString("F0")%
None 32.9601231542019.ToString("F0")%
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 Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $434,190,648 across 11 Farm Products names. BG ranks #3 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADM |
Archer-Daniels-Midland Co
|
2,433,780 | $176,911,463 | |
| 2 | TSN |
Tyson Foods, Inc.
|
1,610,663 | $103,195,175 | |
| 3 | BG |
Bunge Global SA
This page
|
775,613 | $98,657,970 | |
| 4 | CALM |
Cal-Maine Foods Inc
|
505,359 | $39,999,162 | |
| 5 | VITL |
Vital Farms, Inc.
|
515,465 | $7,278,365 | |
| 6 | DMC |
Del Monte Corp
|
107,056 | $4,310,074 | |
| 7 | DOLE |
Dole plc
|
118,805 | $1,697,723 | |
| 8 | AGRO |
Adecoagro S.A.
|
78,542 | $1,179,700 |
All Filings in BG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||