Continental Grain Co
- SEC CIK
- 0000929607
- Latest filing
- Aug 12, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 9
- −1 vs. Q3 2021
- Portfolio value
- $420.1M
- −$82.8M (−16.5%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RIBTRiceBran Technologies | COM NEW | 10,649,068 | $3.72M | 0.9% | 00.0% | Unchanged | History |
| QSRRestaurant Brands International Inc. | COM | 75,678 | $4.59M | 1.1% | 00.0% | Unchanged | History |
| CASYCaseys General Stores Inc | COM | 40,000 | $7.89M | 1.9% | −9,300−18.9% | Reduced | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 105,500 | $8.20M | 2.0% | +105,500 | New | History |
| LWLamb Weston Holdings, Inc. | Stock | 191,800 | $12.2M | 2.9% | −22,200−10.4% | Reduced | History |
| ALCOAlico, Inc. | COM | 724,235 | $26.8M | 6.4% | −13,733−1.9% | Reduced | History |
| DNUTKrispy Kreme, Inc. | COM | 1,463,923 | $27.7M | 6.6% | 00.0% | Unchanged | History |
| KDPKeurig Dr Pepper Inc. | COM | 1,756,443 | $64.7M | 15.4% | −3,379,555−65.8% | Reduced | History |
| BGBunge Global SA | COM | 2,831,204 | $264.3M | 62.9% | 00.0% | Unchanged | History |
Sold out since Q3 2021 (2)
Positions held at the end of Q3 2021 that are gone from this filing.