Position in BG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$13,421,888
+$2,814,154 QoQ
Shares Held
105,518
-11.4% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 95.84999715688318.ToString("F0")%
Shared 0.ToString("F0")%
None 4.150002843116814.ToString("F0")%
Common Shares in BG Over Time
Shares Held
Position Value (USD)
Derivatives in BG
reported options exposure · as of Mar 31, 2026CallValue
$636,000
CallShares
5,000
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, 2026WELLS FARGO & COMPANY/MN holds $76,687,030 across 13 Farm Products names. BG ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADM |
Archer-Daniels-Midland Co
|
518,899 | $37,718,766 | |
| 2 | BG |
Bunge Global SA
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|
105,518 | $13,421,888 | |
| 3 | CALM |
Cal-Maine Foods Inc
|
146,988 | $11,634,098 | |
| 4 | TSN |
Tyson Foods, Inc.
|
173,192 | $11,096,408 | |
| 5 | DMC |
Del Monte Corp
|
31,219 | $1,256,876 | |
| 6 | VITL |
Vital Farms, Inc.
|
56,206 | $793,627 | |
| 7 | DOLE |
Dole plc
|
28,114 | $401,748 | |
| 8 | LMNR |
Limoneira CO
|
16,393 | $219,994 |
All Filings in BG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,421,888 | 105,518 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $636,000 | 5,000 | Call | Defined | 2026-05-11 | |
| 2025-12-31 | $445,400 | 5,000 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $10,607,734 | 119,081 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,581,430 | 130,233 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,021,000 | 75,000 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $10,325,049 | 128,613 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,168,825 | 133,065 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $5,731,500 | 75,000 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $9,482,364 | 121,944 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $311,040 | 4,000 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $18,945,787 | 196,045 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $22,129,789 | 207,266 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,993,857 | 146,253 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $20,877,266 | 206,808 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||