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Livermore
Livermore
ZHEN

Continental Grain Co

SEC CIK
0000929607
Latest filing
Aug 12, 2026

The latest 13F from Continental Grain Co covers Q2 2026 (filed Aug 12, 2026): 4 long positions worth $448.3M. The top 10 holdings make up 100.0% of the portfolio, and the largest is International Flavors & Fragrances Inc (IFF) at 47.4%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
2
Est. +$61.0M
Reduced
0
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. IFFInternational Flavors & Fragrances Inc
    47.4%$212.5MHistory
  2. LWLamb Weston Holdings, Inc.
    34.4%$154.1MHistory
  3. ELEstee Lauder Companies Inc
    9.2%$41.1MHistory
  4. QSRRestaurant Brands International Inc.
    9.0%$40.5MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. LWLamb Weston Holdings, Inc.
    +$40.4MAddedHistory
  2. IFFInternational Flavors & Fragrances Inc
    +$20.6MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. LWLamb Weston Holdings, Inc.
    +3.95 pp30.4% → 34.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

None this quarter.

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$448.3M
+$82.5M (+22.6%) vs. prior quarter
Positions
4
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
11.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $502.9M (Q3 2021)

Q1 2021: $344.7MQ2 2021: $310.7MQ3 2021: $502.9MQ4 2021: $420.1MQ1 2022: $172.8MQ2 2022: $242.3MQ3 2022: $221.5MQ4 2022: $258.6MQ1 2023: $205.8MQ2 2023: $217.9MQ3 2023: $154.7MQ4 2023: $143.7MQ1 2024: $154.4MQ2 2024: $200.2MQ3 2024: $217.6MQ4 2024: $292.4MQ1 2025: $347.0MQ2 2025: $358.8MQ3 2025: $346.0MQ4 2025: $335.7MQ1 2026: $365.8MQ2 2026: $448.3M
Q1 2021Q2 2026
13F filings of Continental Grain Co by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 20264$448.3MIFFLWELvs. Q1 2026SEC
Q1 2026May 12, 20264$365.8MIFFLWQSRvs. Q4 2025SEC
Q4 2025Feb 9, 20264$335.7MIFFLWELvs. Q3 2025SEC
Q3 2025Nov 12, 20254$346.0MIFFLWELvs. Q2 2025SEC
Q2 2025Aug 13, 20254$358.8MIFFLWELvs. Q1 2025SEC
Q1 2025May 13, 20254$347.0MIFFLWQSRvs. Q4 2024SEC
Q4 2024Feb 13, 20254$292.4MIFFLWQSRvs. Q3 2024SEC
Q3 2024Nov 4, 20242$217.6MIFFQSRvs. Q2 2024SEC
Q2 2024Aug 9, 20242$200.2MIFFQSRvs. Q1 2024SEC
Q1 2024May 13, 20242$154.4MIFFQSRvs. Q4 2023SEC
Q4 2023Feb 13, 20243$143.7MIFFQSRKDPvs. Q3 2023SEC
Q3 2023Nov 13, 20234$154.7MKHCIFFKDPvs. Q2 2023SEC
Q2 2023Aug 9, 20235$217.9MBGKHCIFFvs. Q1 2023SEC
Q1 2023May 5, 20234$205.8MBGKHCQSRvs. Q4 2022SEC
Q4 2022Feb 14, 20234$258.6MKHCBGGRNAvs. Q3 2022SEC
Q3 2022Nov 10, 20224$221.5MKHCBGGRNAvs. Q2 2022SEC
Q2 2022Aug 11, 20224$242.3MKHCBGGRNAvs. Q1 2022SEC
Q1 2022May 16, 20224$172.8MBGGRNAQSRvs. Q4 2021SEC
Q4 2021Feb 14, 20229$420.1MBGKDPDNUTvs. Q3 2021SEC
Q3 2021Nov 15, 202110$502.9MBGKDPALCOvs. Q2 2021SEC
Q2 2021Aug 13, 20218$310.7MBGALCOLWvs. Q1 2021SEC
Q1 2021May 14, 20218$344.7MBGALCOBALL–SEC

13D and 13G filings

Companies where Continental Grain Co reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Continental Grain Co does not currently report owning 5% or more of any company.

Latest filings

21 filings on file made by Continental Grain Co or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Continental Grain Co
CompanyFiled (ET)FormStakeChangeEvent dateFiling
LWLamb Weston Holdings, Inc.Jul 1, 20259:00 PM ET13D/A1.50%2.13M shares0.00 ppfrom 1.50%Below 5%Jun 30, 2025SEC
LWLamb Weston Holdings, Inc.Jun 10, 20254:33 PM ET13D/A1.50%2.13M shares0.00 ppfrom 1.50%Below 5%Jun 8, 2025SEC
LWLamb Weston Holdings, Inc.Jun 5, 20254:30 PM ET13D/A1.50%2.13M shares0.00 ppfrom 1.50%Below 5%Jun 3, 2025SEC
LWLamb Weston Holdings, Inc.Apr 1, 20259:07 PM ET13D/A1.50%2.13M shares0.00 ppfrom 1.50%Below 5%Mar 31, 2025SEC
LWLamb Weston Holdings, Inc.Mar 7, 20255:59 PM ET13D/A1.50%2.13M shares+0.61 ppfrom 0.89%Below 5%Mar 5, 2025SEC
LWLamb Weston Holdings, Inc.Jan 29, 20254:09 PM ET13D/A0.89%1.27M shares+0.26 ppfrom 0.63%Below 5%Jan 27, 2025SEC
LWLamb Weston Holdings, Inc.Dec 27, 20247:54 PM ET13D/A0.63%889.5K shares+0.03 ppfrom 0.60%Below 5%Dec 24, 2024SEC
LWLamb Weston Holdings, Inc.Dec 20, 20249:43 PM ET13D/A0.60%839.0K shares+0.21 ppfrom 0.39%Below 5%Dec 19, 2024SEC
LWLamb Weston Holdings, Inc.Dec 18, 20245:44 PM ET13D/A0.39%557.0K shares–Below 5%Dec 16, 2024SEC
LWLamb Weston Holdings, Inc.Oct 18, 202413DOld format–New–SEC
GRNAGreenLight Biosciences Holdings, PBCJul 26, 202313D/AOld format–––SEC
GRNAGreenLight Biosciences Holdings, PBCJun 8, 202313DOld format–New–SEC
RIBTRiceBran TechnologiesMay 27, 202213D/AOld format–––SEC
RIBTRiceBran TechnologiesMay 26, 202213D/AOld format–––SEC
FREEWhole Earth Brands, Inc.May 19, 202213D/AOld format–––SEC
RIBTRiceBran TechnologiesMay 17, 202213D/AOld format–––SEC
RIBTRiceBran TechnologiesMay 12, 202213D/AOld format–––SEC
RIBTRiceBran TechnologiesMay 4, 202213D/AOld format–––SEC
RIBTRiceBran TechnologiesApr 1, 202213D/AOld format–––SEC
RIBTRiceBran TechnologiesMar 30, 202213D/AOld format–––SEC