Position in BG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,916,016
+$4,494,128 QoQ
Shares Held
167,863
+59.1% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 735 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in BG Over Time
Shares Held
Position Value (USD)
Derivatives in BG
reported options exposure · as of Jun 30, 2026CallValue
$1,067,300
CallShares
10,000
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 Jun 30, 2026WELLS FARGO & COMPANY/MN holds $86,010,564 across 13 Farm Products names. BG ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADM |
Archer-Daniels-Midland Co
|
568,466 | $43,430,801 | |
| 2 | BG |
Bunge Global SA
This page
|
167,863 | $17,916,016 | |
| 3 | CALM |
Cal-Maine Foods Inc
|
155,829 | $12,553,583 | |
| 4 | TSN |
Tyson Foods, Inc.
|
160,343 | $9,179,635 | |
| 5 | DMC |
Del Monte Corp
|
36,376 | $1,015,252 | |
| 6 | DOLE |
Dole plc
|
69,097 | $948,010 | |
| 7 | VITL |
Vital Farms, Inc.
|
31,960 | $371,693 | |
| 8 | LMNR |
Limoneira CO
|
24,171 | $317,365 |
All Filings in BG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,300 | 10,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $17,916,016 | 167,863 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||