13F

Position

CoreCommodity Management, LLC in Deere & Co

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $212.3K$465.57$563.30

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.17K$1.01M0.2%
Q1 20264.99K$2.81M$563.30$212.3K$1.59M0.5%