Stock Taper 
WALNUT LEVEL CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Darling Ingredients Inc. | DAR | 234.53K | $14.51M |
 Adecoagro S.A. | AGRO | 198.32K | $2.98M |
 Tronox Holdings plc | TROX | 180K | $1.76M |
 Methanex Corporation | MEOH | 173.72K | $10.34M |
 AdvanSix Inc. | ASIX | 100K | $2.44M |
 Green Plains Inc. | GPRE | 89.73K | $1.48M |
 Huntsman Corporation | HUN | 85K | $1.13M |
 Bunge Global S.A. | BG | 74.05K | $9.42M |
 REX American Resources Corporation | REX | 71.17K | $3.24M |
 Celanese Corporation | CE | 70K | $4.6M |
 The Andersons, Inc. | ANDE | 69.97K | $5.02M |
 Pilgrim's Pride Corporation | PPC | 65K | $2.45M |
 Titan Machinery Inc. | TITN | 64.67K | $1.08M |
 Rayonier Advanced Materials Inc. | RYAM | 60.53K | $670.02K |
 Smithfield Foods, Inc. | SFD | 50.91K | $1.42M |
 MP Materials Corp. | MP | 40K | $1.93M |
 Olin Corporation | OLN | 40K | $1.19M |
 Corteva, Inc. | CTVA | 40K | $3.35M |
 DuPont de Nemours, Inc. | DD | 30K | $1.37M |
 Eastman Chemical Company | EMN | 30K | $2.29M |