Position in DOLE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$215,378
+$36,158 QoQ
Shares Held
15,072
+26.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in DOLE Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $17,431,741 across 10 Farm Products names. DOLE ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSN |
Tyson Foods, Inc.
|
216,543 | $13,873,910 | |
| 2 | ADM |
Archer-Daniels-Midland Co
|
17,595 | $1,278,980 | |
| 3 | DMC |
Del Monte Corp
|
23,923 | $963,139 | |
| 4 | BG |
Bunge Global SA
|
4,891 | $622,135 | |
| 5 | DOLE |
Dole plc
This page
|
15,072 | $215,378 | |
| 6 | CALM |
Cal-Maine Foods Inc
|
2,469 | $195,421 | |
| 7 | VITL |
Vital Farms, Inc.
|
11,481 | $162,111 | |
| 8 | LMNR |
Limoneira CO
|
6,194 | $83,123 |
All Filings in DOLE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,378 | 15,072 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $179,220 | 11,956 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $135,757 | 10,101 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $87,213 | 6,234 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $64,577 | 4,469 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $68,377 | 5,050 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $67,880 | 4,167 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $36,059 | 2,946 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $632 | 53 | Shares | Sole | 2024-04-05 | |
| 2023-09-30 | $579 | 50 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||