Continental Grain Co
- SEC CIK
- 0000929607
- Latest filing
- Aug 12, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 4
- 0 vs. Q1 2026
- Portfolio value
- $448.3M
- +$82.5M (+22.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QSRRestaurant Brands International Inc. | COM | 559,178 | $40.5M | 9.0% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 520,300 | $41.1M | 9.2% | 00.0% | Unchanged | History |
| LWLamb Weston Holdings, Inc. | Stock | 3,569,080 | $154.1M | 34.4% | +935,000+35.5% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 2,682,730 | $212.5M | 47.4% | +260,000+10.7% | Added | History |