Universe · entity
Walnut Level Capital LLC
Institutional manager (13F) · CIK 1803088
13F holdings · as of 2026-03-31 · top 35 · reported portfolio $88M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DARLING INGREDIENTS INC | $15M | 234,533 |
| 2 | METHANEX CORP | $10M | 173,725 |
| 3 | BUNGE GLOBAL SA | $9M | 74,045 |
| 4 | ANDERSONS INC | $5M | 69,968 |
| 5 | CELANESE CORP DEL | $5M | 70,000 |
| 6 | AIR PRODUCTS AND CHEMICALS I | $4M | 13,495 |
| 7 | CORTEVA INC | $3M | 40,000 |
| 8 | REX AMERICAN RES CORP | $3M | 71,172 |
| 9 | ADECOAGRO S A | $3M | 198,317 |
| 10 | PILGRIMS PRIDE CORP | $2M | 65,000 |
| 11 | ADVANSIX INC | $2M | 100,000 |
| 12 | EASTMAN CHEM CO | $2M | 30,000 |
| 13 | SUNOPTA INC | $2M | 325,000 |
| 14 | ECOLAB INC | $2M | 7,523 |
| 15 | MP MATERIALS CORP | $2M | 40,000 |
| 16 | TRONOX HOLDINGS PLC | $2M | 180,000 |
| 17 | GREEN PLAINS INC | $1M | 89,731 |
| 18 | SMITHFIELD FOODS INC | $1M | 50,915 |
| 19 | DUPONT DE NEMOURS INC | $1M | 30,000 |
| 20 | CF INDUSTRIES HOLD | $1M | 10,000 |
| 21 | OLIN CORP | $1M | 40,000 |
| 22 | WESTLAKE CORPORATION | $1M | 10,000 |
| 23 | HUNTSMAN CORP | $1M | 85,000 |
| 24 | TITAN MACHY INC | $1M | 64,674 |
| 25 | PPG INDS INC | $802k | 7,504 |
| 26 | SHERWIN WILLIAMS CO | $784k | 2,447 |
| 27 | RAYONIER ADVANCED MATLS INC | $670k | 60,526 |
| 28 | INGREDION INC | $563k | 5,000 |
| 29 | AXALTA COATING SYS LTD | $485k | 17,500 |
| 30 | INTERNATIONAL FLAVORS&FRAGRA | $480k | 6,614 |
| 31 | DOW HLDGS INC | $417k | 10,000 |
| 32 | ELEMENT SOLUTIONS INC | $341k | 10,000 |
| 33 | MOSAIC CO | $255k | 10,000 |
| 34 | MISSION PRODUCE INC | $219k | 15,934 |
| 35 | CNH INDL N V | $80k | 80,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.