Position in CALM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$5,223
+$1,961 QoQ
Shares Held
66
+61.0% QoQ
Ownership
0.000%
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 0%
Shared 0%
None 100%
Common Shares in CALM Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $2,398,439 across 10 Farm Products names. CALM ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BG |
Bunge Global SA
|
12,488 | $1,588,473 | |
| 2 | TSN |
Tyson Foods, Inc.
|
10,135 | $649,349 | |
| 3 | ADM |
Archer-Daniels-Midland Co
|
1,879 | $136,584 | |
| 4 | VITL |
Vital Farms, Inc.
|
930 | $13,131 | |
| 5 | CALM |
Cal-Maine Foods Inc
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|
66 | $5,223 | |
| 6 | DMC |
Del Monte Corp
|
97 | $3,905 | |
| 7 | DOLE |
Dole plc
|
74 | $1,057 | |
| 8 | LMNR |
Limoneira CO
|
33 | $442 |
All Filings in CALM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,223 | 66 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,262 | 41 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,587 | 70 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,468 | 85 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,545 | 50 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,116 | 40 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,993 | 40 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $153,997 | 2,520 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $147,419 | 2,505 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $143,475 | 2,500 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||