BG Bunge Ltd COM

Ownership history in TOWLE & CO  ·  14 quarters on record

AI Ownership Summary

TOWLE & CO reported Bunge Ltd COM (BG) in 14 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.05% in 2025 Q2. The latest visible filing shows BG at 1.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOWLE & CO's position in Bunge Ltd COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BG was reported at 1.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TOWLE & CO held BG — position size vs. price
% of Fund (quarterly)    BG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 84,549 -6,288 -6.9% 1.99% $7.5M 2026-02-14 (Est.) $121.83
2025 Q3 REDUCED 90,837 -17,590 -16.2% 1.86% $7.4M 2025-11-10 $93.84
2025 Q2 REDUCED 108,427 -12,108 -10.0% 2.05% $8.7M 2025-08-13 $81.45
2025 Q1 ADDED 120,535 +108,924 +938.1% 2.01% $9.2M 2025-05-15 $77.62
2024 Q4 UNCHANGED 11,611 0% 0.16% $903K 2025-02-14 $67.73
2024 Q3 ADDED 11,611 +240 +2.1% 0.16% $1.1M 2024-11-14 $83.96
2024 Q2 REDUCED 11,371 -319 -2.7% 0.16% $1.2M 2024-08-14 $90.66
2024 Q1 ADDED 11,690 +8,150 +230.2% 0.14% $1.2M 2024-05-15 $95.70
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TOWLE & CO and BG

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOWLE & CO reported owning BG?

TOWLE & CO reported BG across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BG position in TOWLE & CO's portfolio?

The largest reported portfolio weight for BG was 2.05% in 2025 Q2.

What is the latest reported BG position on this page?

The most recent filing on this page is 2025 Q4, when TOWLE & CO reported 84,549 shares, equal to 1.99% of portfolio, with an estimated market value of $7.5M.

What does the chart on this BG ownership page compare?

The chart compares TOWLE & CO's quarterly BG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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