WALNUT LEVEL CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
SUNOPTA INC | STKL | 325K | $2.11M |
 | DAR | 235K | $14.51M |
 | AGRO | 198K | $2.98M |
 | TROX | 180K | $1.76M |
 | MEOH | 174K | $10.34M |
 | ASIX | 100K | $2.44M |
 | GPRE | 90K | $1.48M |
 | HUN | 85K | $1.13M |
 | BG | 74K | $9.42M |
 | REX | 71K | $3.24M |
 | CE | 70K | $4.60M |
 | ANDE | 70K | $5.02M |
 | PPC | 65K | $2.45M |
 | TITN | 65K | $1.08M |
 | RYAM | 61K | $670.02K |
 | SFD | 51K | $1.42M |
 | OLN | 40K | $1.19M |
 | MP | 40K | $1.93M |
 | CTVA | 40K | $3.35M |
 | EMN | 30K | $2.29M |
SUNOPTA INC
STKL
Shares Held
325K
Value
$2.11M
Darling Ingredients Inc.
DAR
Shares Held
235K
Value
$14.51M
Adecoagro S.A.
AGRO
Shares Held
198K
Value
$2.98M
Tronox Holdings plc
TROX
Shares Held
180K
Value
$1.76M
Methanex Corporation
MEOH
Shares Held
174K
Value
$10.34M
AdvanSix Inc.
ASIX
Shares Held
100K
Value
$2.44M
Green Plains Inc.
GPRE
Shares Held
90K
Value
$1.48M
Huntsman Corporation
HUN
Shares Held
85K
Value
$1.13M
Bunge Global S.A.
BG
Shares Held
74K
Value
$9.42M
REX American Resources Corporation
REX
Shares Held
71K
Value
$3.24M
Celanese Corporation
CE
Shares Held
70K
Value
$4.60M
The Andersons, Inc.
ANDE
Shares Held
70K
Value
$5.02M
Pilgrim's Pride Corporation
PPC
Shares Held
65K
Value
$2.45M
Titan Machinery Inc.
TITN
Shares Held
65K
Value
$1.08M
Rayonier Advanced Materials Inc.
RYAM
Shares Held
61K
Value
$670.02K
Smithfield Foods, Inc.
SFD
Shares Held
51K
Value
$1.42M
Olin Corporation
OLN
Shares Held
40K
Value
$1.19M
MP Materials Corp.
MP
Shares Held
40K
Value
$1.93M
Corteva, Inc.
CTVA
Shares Held
40K
Value
$3.35M
Eastman Chemical Company
EMN
Shares Held
30K
Value
$2.29M