Walnut Level Capital LLC
DENVER, CO · CIK 1803088 · 13F filing filed 2026-08-12
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Legal entityWALNUT LEVEL CAPITAL LLC (US)
- Others nearbyDenver, CO
$0
reported value
-100.0% vs Q1 2026
1positions
—in top 10
1 new
0 added
0 reduced
35 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| N/A 0 | $0— | New |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| DARLING INGREDIENTS INC DAR | $14.5m234.5k shares |
| METHANEX CORP MEOH | $10.3m173.7k shares |
| BUNGE GLOBAL SA BG | $9.4m74.0k shares |
| ANDERSONS INC ANDE | $5.0m70.0k shares |
| CELANESE CORP DEL CE | $4.6m70.0k shares |
| AIR PRODS & CHEMS INC APD | $3.9m13.5k shares |
| CORTEVA INC CTVA | $3.3m40.0k shares |
| REX AMERICAN RES CORP REX | $3.2m71.2k shares |
| ADECOAGRO S A AGRO | $3.0m198.3k shares |
| PILGRIMS PRIDE CORP PPC | $2.5m65.0k shares |
| ADVANSIX INC ASIX | $2.4m100.0k shares |
| EASTMAN CHEM CO EMN | $2.3m30.0k shares |
| SUNOPTA INC STKL | $2.1m325.0k shares |
| ECOLAB INC ECL | $2.0m7.5k shares |
| MP MATERIALS CORP MP | $1.9m40.0k shares |
| TRONOX HOLDINGS PLC TROX | $1.8m180.0k shares |
| GREEN PLAINS INC GPRE | $1.5m89.7k shares |
| SMITHFIELD FOODS INC SFD | $1.4m50.9k shares |
| DUPONT DE NEMOURS INC DWDP | $1.4m10.0k shares |
| CF INDS HLDGS INC CF | $1.3m10.0k shares |
| OLIN CORP OLN | $1.2m40.0k shares |
| WESTLAKE CORPORATION WLK | $1.2m10.0k shares |
| HUNTSMAN CORP HUN | $1.1m85.0k shares |
| TITAN MACHY INC TITN | $1.1m64.7k shares |
| PPG INDS INC PPG | $802.0k7.5k shares |