Historical position

Jim Chanos’s Deere (DE) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Kynikos Associates LPVerified through Q3 2023
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2011Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares223.85KHighest verified quarter-end share count
Quarters reported9Verified quarters with shares above zero
What happened?

Kynikos Associates LP first reported Deere in Q2 2011. The reported position was increased and reduced across later filings. Verified positive position history runs through Q2 2013. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2013
Sold the entire position−177.78K shares · No shares reported at quarter-end
Q2 2013
Bought 8.6% more+14.13K shares · 177.78K shares reported after the change
Filing context

Quarter-end price $81.25 · Estimated holding basis $79.04

Q1 2013
Sold 6.2% of the position−10.80K shares · 163.65K shares remained
Filing context

Quarter-end price $85.98 · Estimated holding basis $78.85

Q4 2012
Bought 8.6% more+13.80K shares · 174.45K shares reported after the change
Filing context

Quarter-end price $86.42 · Estimated holding basis $78.85

Q3 2012
Sold 28.2% of the position−63.20K shares · 160.65K shares remained
Filing context

Quarter-end price $82.47 · Estimated holding basis $78.20

Q2 2012
Bought 264.9% more+162.50K shares · 223.85K shares reported after the change
Filing context

Quarter-end price $80.87 · Estimated holding basis $78.20

Portfolio importance

How important was Deere in Kynikos Associates LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight4.5%Q2 2013
Last reported rank#8of 24 reported positions
Peak portfolio weight7.0%Q2 2012
Best historical rank#3Q2 2012
At peak importanceQ2 2012
DE
7.0%
Largest holding
8.8%
Cross-investor discovery

Who else owns Deere?

Also reported by 4 other tracked investors in their latest verified filings.

Bill GatesGates Foundation Trust
DE6.6% of reported portfolio
Cathie WoodARK Investment Management
DE1.6% of reported portfolio
Joel GreenblattGotham Asset Management
DE0.0% of reported portfolio
Explore Deere across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$683.992026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ3 2023 · filed 2023-11-14
Open SEC filing ↗

View Deere stock page →

Kynikos Associates LP is the filer’s former SEC name; the current SEC identity is Chanos & Co LP (CIK 0001446440). Its last located Form 13F covers Sep 30, 2023. No later 13F appears in the verified five-year SEC window through Jun 30, 2026, so this is a historical disclosure snapshot—not a claim about current positions. Options are shown separately.