Eclectica Asset Management as of March 31, 2015
Portfolio Holdings for Eclectica Asset Management
Eclectica Asset Management holds 30 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Reynolds American | 10.1 | $3.9M | 56k | 69.23 | |
| Altria (MO) | 9.9 | $3.8M | 75k | 50.27 | |
| Philip Morris International (PM) | 7.7 | $2.9M | 39k | 75.82 | |
| CF Industries Holdings (CF) | 5.8 | $2.2M | 7.8k | 283.72 | |
| Veeco Instruments (VECO) | 5.6 | $2.1M | 70k | 30.56 | |
| Monsanto Company | 5.5 | $2.1M | 19k | 112.53 | |
| Hormel Foods Corporation (HRL) | 4.5 | $1.7M | 30k | 56.86 | |
| Archer Daniels Midland Company (ADM) | 4.4 | $1.7M | 36k | 47.41 | |
| Potash Corp. Of Saskatchewan I | 4.1 | $1.6M | 48k | 32.25 | |
| Tyson Foods (TSN) | 4.0 | $1.6M | 41k | 38.30 | |
| Zoetis Inc Cl A (ZTS) | 3.6 | $1.4M | 30k | 46.30 | |
| BRF Brasil Foods SA (BRFS) | 3.5 | $1.3M | 67k | 19.78 | |
| Cognex Corporation (CGNX) | 3.1 | $1.2M | 24k | 49.63 | |
| FARO Technologies (FARO) | 3.0 | $1.1M | 18k | 62.16 | |
| Bunge | 2.8 | $1.1M | 13k | 82.33 | |
| Mondelez Int (MDLZ) | 2.5 | $969k | 27k | 36.08 | |
| Ingredion Incorporated (INGR) | 2.4 | $918k | 12k | 77.80 | |
| Kraft Foods | 2.3 | $881k | 10k | 87.14 | |
| Yum! Brands (YUM) | 1.9 | $732k | 9.3k | 78.71 | |
| Mosaic (MOS) | 1.9 | $725k | 16k | 46.03 | |
| Agrium | 1.9 | $711k | 6.8k | 104.25 | |
| Deere & Company (DE) | 1.8 | $704k | 8.0k | 87.67 | |
| General Mills (GIS) | 1.6 | $617k | 11k | 56.61 | |
| Sensient Technologies Corporation (SXT) | 1.5 | $581k | 8.4k | 68.92 | |
| Pilgrim's Pride Corporation (PPC) | 1.1 | $436k | 19k | 22.59 | |
| IDEXX Laboratories (IDXX) | 0.9 | $355k | 2.3k | 154.35 | |
| Phibro Animal Health Corporati*on Cmn Class A (PAHC) | 0.9 | $354k | 10k | 35.40 | |
| Lindsay Corporation (LNN) | 0.6 | $224k | 2.9k | 76.19 | |
| Sanderson Farms | 0.5 | $205k | 2.6k | 79.77 | |
| Cnh Industrial (CNH) | 0.5 | $201k | 25k | 8.16 |
