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Continental Grain Co

SEC CIK
0000929607
Latest filing
Aug 12, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
4
0 vs. Q1 2025
Portfolio value
$358.8M
+$11.8M (+3.4%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of Continental Grain Co in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
IFFInternational Flavors & Fragrances IncCOM2,280,730$168.7M47.0%+198,500+9.5%AddedHistory
LWLamb Weston Holdings, Inc.Stock2,134,080$110.7M30.8%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A520,300$42.0M11.7%00.0%UnchangedHistory
QSRRestaurant Brands International Inc.COM559,178$37.4M10.4%00.0%UnchangedHistory