WALNUT LEVEL CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVO | 790K | $9.17M |
 | DAR | 423K | $15.23M |
 | MEOH | 403K | $15.99M |
 | SFD | 381K | $8.51M |
 | ANDE | 349K | $18.55M |
 | STKL | 325K | $1.24M |
 | AVNT | 214K | $6.68M |
 | AGRO | 198K | $1.57M |
 | TROX | 180K | $750.60K |
 | BG | 161K | $14.31M |
 | JBS | 152K | $2.19M |
 | HUN | 85K | $850.00K |
 | OLN | 78K | $1.62M |
 | REX | 71K | $2.30M |
 | PPC | 65K | $2.53M |
 | FUL | 58K | $3.42M |
 | EMN | 53K | $3.37M |
 | SW | 42K | $1.62M |
 | CTVA | 40K | $2.68M |
 | MP | 40K | $2.02M |
Mission Produce, Inc.
AVO
Shares Held
790K
Value
$9.17M
Darling Ingredients Inc.
DAR
Shares Held
423K
Value
$15.23M
Methanex Corporation
MEOH
Shares Held
403K
Value
$15.99M
SMITHFIELD FOODS INC
SFD
Shares Held
381K
Value
$8.51M
The Andersons, Inc.
ANDE
Shares Held
349K
Value
$18.55M
SunOpta Inc.
STKL
Shares Held
325K
Value
$1.24M
Avient Corporation
AVNT
Shares Held
214K
Value
$6.68M
Adecoagro S.A.
AGRO
Shares Held
198K
Value
$1.57M
Tronox Holdings plc
TROX
Shares Held
180K
Value
$750.60K
Bunge Global S.A.
BG
Shares Held
161K
Value
$14.31M
JBS N.V.
JBS
Shares Held
152K
Value
$2.19M
Huntsman Corporation
HUN
Shares Held
85K
Value
$850.00K
Olin Corporation
OLN
Shares Held
78K
Value
$1.62M
REX American Resources Corporation
REX
Shares Held
71K
Value
$2.30M
Pilgrim's Pride Corporation
PPC
Shares Held
65K
Value
$2.53M
H.B. Fuller Company
FUL
Shares Held
58K
Value
$3.42M
Eastman Chemical Company
EMN
Shares Held
53K
Value
$3.37M
Smurfit Westrock Plc
SW
Shares Held
42K
Value
$1.62M
Corteva, Inc.
CTVA
Shares Held
40K
Value
$2.68M
MP Materials Corp.
MP
Shares Held
40K
Value
$2.02M