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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Eclectica Asset Management LLP INSTITUTION : Eclectica Asset Management LLP
Eclectica Asset Management LLP Latest Top 20 Portfolio Holdings: (Filing Date: 2015-11-09) --- full portfolio
Company (links to holding history) Ticker Value On
2015-09-30
No of Shares % of portfolio
HORMEL FOODS CORP    (COM) HRL 1,833,000 28,960 10.68%
CF INDS HLDGS INC    (COM) CF 1,751,000 39,000 10.20%
ARCHER DANIELS MIDLAND CO    (COM) ADM 1,473,000 35,540 8.58%
MONSANTO CO NEW    (COM) MON 1,464,000 17,160 8.53%
ZOETIS INC    (CL A) ZTS 1,235,000 30,000 7.19%
DEERE & CO    (COM) DE 1,009,000 13,630 5.88%
BUNGE LIMITED    (COM) BG 880,000 12,000 5.13%
POTASH CORP SASK INC    (COM) POT 866,000 42,140 5.04%
MONDELEZ INTL INC    (CL A) MDLZ 832,000 19,860 4.85%
TYSON FOODS INC    (CL A) TSN 823,000 19,100 4.79%
YUM BRANDS INC    (COM) YUM 744,000 9,300 4.33%
PHIBRO ANIMAL HEALTH CORP    (CL A COM) PAHC 731,000 23,100 4.26%
INGREDION INC    (COM) INGR 629,000 7,200 3.66%
GENERAL MLS INC    (COM) GIS 612,000 10,900 3.56%
AGRIUM INC    (COM) AGU 610,000 6,820 3.55%
SENSIENT TECHNOLOGIES CORP    (COM) SXT 517,000 8,430 3.01%
IDEXX LABS INC    (COM) IDXX 342,000 4,600 1.99%
KRAFT HEINZ CO    (COM) KHC 294,000 4,170 1.71%
CNH INDL N V    (SHS) CNHI 267,000 41,019 1.55%
MOSAIC CO NEW    (COM) MOS 241,000 7,750 1.40%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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