WALNUT LEVEL CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVO | 1.08M | $12.93M |
 | OEC | 596K | $4.52M |
 | ANDE | 575K | $22.88M |
 | MEOH | 397K | $15.78M |
 | DAR | 381K | $11.77M |
 | STKL | 325K | $1.90M |
 | AVNT | 300K | $9.88M |
 | AGRO | 198K | $1.55M |
 | TROX | 180K | $723.60K |
 | BG | 159K | $12.88M |
 | ESI | 143K | $3.61M |
 | HRL | 105K | $2.60M |
 | HUN | 85K | $763.30K |
 | EMN | 80K | $5.03M |
 | PPG | 78K | $8.20M |
 | REX | 71K | $2.18M |
 | PPC | 65K | $2.65M |
 | WLK | 58K | $4.44M |
 | MP | 40K | $2.68M |
 | CTVA | 40K | $2.71M |
Mission Produce, Inc.
AVO
Shares Held
1.08M
Value
$12.93M
Orion Engineered Carbons S.A.
OEC
Shares Held
596K
Value
$4.52M
The Andersons, Inc.
ANDE
Shares Held
575K
Value
$22.88M
Methanex Corporation
MEOH
Shares Held
397K
Value
$15.78M
Darling Ingredients Inc.
DAR
Shares Held
381K
Value
$11.77M
SunOpta Inc.
STKL
Shares Held
325K
Value
$1.90M
Avient Corporation
AVNT
Shares Held
300K
Value
$9.88M
Adecoagro S.A.
AGRO
Shares Held
198K
Value
$1.55M
Tronox Holdings plc
TROX
Shares Held
180K
Value
$723.60K
Bunge Global S.A.
BG
Shares Held
159K
Value
$12.88M
Element Solutions Inc
ESI
Shares Held
143K
Value
$3.61M
Hormel Foods Corporation
HRL
Shares Held
105K
Value
$2.60M
Huntsman Corporation
HUN
Shares Held
85K
Value
$763.30K
Eastman Chemical Company
EMN
Shares Held
80K
Value
$5.03M
PPG Industries, Inc.
PPG
Shares Held
78K
Value
$8.20M
REX American Resources Corporation
REX
Shares Held
71K
Value
$2.18M
Pilgrim's Pride Corporation
PPC
Shares Held
65K
Value
$2.65M
Westlake Corporation
WLK
Shares Held
58K
Value
$4.44M
MP Materials Corp.
MP
Shares Held
40K
Value
$2.68M
Corteva, Inc.
CTVA
Shares Held
40K
Value
$2.71M