Walnut Level Capital LLC

Q4 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    37

  • Value ($000)

    $146,709

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001803088
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ANDE

ANDERSONS INC

COM
$18.55M
13 %

348,913

MEOH

METHANEX CORP

COM
$15.99M
11 %

402,532

DAR

DARLING INGREDIENTS INC

COM
$15.23M
10 %

423,056

---

BUNGE GLOBAL SA

COM SHS
$14.31M
10 %

160,661

AVO

MISSION PRODUCE INC

COM
$9.17M
6 %

790,381

---

BUNGE GLOBAL SA

COM SHS
$8.91M
6 %

100,000

put
---

SMITHFIELD FOODS INC

COM
$8.51M
6 %

380,915

AVNT

AVIENT CORPORATION

COM
$6.68M
5 %

213,749

DAR

DARLING INGREDIENTS INC

COM
$4.73M
3 %

131,300

put
ANDE

ANDERSONS INC

COM
$3.56M
2 %

67,000

call
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