Eclectica Asset Management LLP 13F 持仓 · 最近申报 2015年Q3
Eclectica Asset Management 在 2015年Q3（报告期截至 2015-09-30）的 SEC 13F 申报中报告了 20 只证券，申报市值合计 1,715.30 万美元。前几大持仓：HRL（10.69%）、CF（10.21%）、ADM（8.59%）。本季前 25 大持仓中：新建仓 1 只、增持 2 只、减持 5 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HRL | HORMEL FOODS CORP | $1.8M | 10.69% | 28,960 | 减持 |
| 2 | CF | CF INDS HLDGS INC | $1.8M | 10.21% | 39,000 | 持平 |
| 3 | ADM | ARCHER DANIELS MIDLAND CO | $1.5M | 8.59% | 35,540 | 持平 |
| 4 | MON2 | MONSANTO CO NEW | $1.5M | 8.53% | 17,160 | 减持 |
| 5 | ZTS | ZOETIS INC | $1.2M | 7.20% | 30,000 | 持平 |
| 6 | DE | DEERE & CO | $1.0M | 5.88% | 13,630 | 增持 |
| 7 | BG | BUNGE LIMITED | $880,000 | 5.13% | 12,000 | 减持 |
| 8 | POT | POTASH CORP SASK INC | $866,000 | 5.05% | 42,140 | 减持 |
| 9 | MDLZ | MONDELEZ INTL INC | $832,000 | 4.85% | 19,860 | 持平 |
| 10 | TSN | TYSON FOODS INC | $823,000 | 4.80% | 19,100 | 持平 |
| 11 | YUM | YUM BRANDS INC | $744,000 | 4.34% | 9,300 | 持平 |
| 12 | PAHC | PHIBRO ANIMAL HEALTH CORP | $731,000 | 4.26% | 23,100 | 增持 |
| 13 | INGR | INGREDION INC | $629,000 | 3.67% | 7,200 | 持平 |
| 14 | GIS | GENERAL MLS INC | $612,000 | 3.57% | 10,900 | 持平 |
| 15 | AGU | AGRIUM INC | $610,000 | 3.56% | 6,820 | 持平 |
| 16 | SXT | SENSIENT TECHNOLOGIES CORP | $517,000 | 3.01% | 8,430 | 持平 |
| 17 | IDXX | IDEXX LABS INC | $342,000 | 1.99% | 4,600 | 持平 |
| 18 | KHC | KRAFT HEINZ CO | $294,000 | 1.71% | 4,170 | 新建仓 |
| 19 | CNH | CNH INDL N V | $267,000 | 1.56% | 41,019 | 持平 |
| 20 | MOS | MOSAIC CO NEW | $241,000 | 1.41% | 7,750 | 减持 |
| 21 | BRFS | BRF SA | $0 | 0.00% | 0 | 清仓 |
| 22 | KRFT | KRAFT FOODS GROUP INC | $0 | 0.00% | 0 | 清仓 |
| 23 | PPC | PILGRIMS PRIDE CORP NEW | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2015-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR