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Continental Grain Co

SEC CIK
0000929607
Latest filing
Aug 12, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 12, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
4
0 vs. Q4 2025
Portfolio value
$365.8M
+$30.0M (+8.9%) vs. Q4 2025
Filed
May 12, 2026
SEC
Holdings of Continental Grain Co in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
IFFInternational Flavors & Fragrances IncCOM2,422,730$175.8M48.1%+142,000+6.2%AddedHistory
LWLamb Weston Holdings, Inc.Stock2,634,080$111.3M30.4%+500,000+23.4%AddedHistory
QSRRestaurant Brands International Inc.COM559,178$41.3M11.3%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A520,300$37.3M10.2%00.0%UnchangedHistory