Continental Grain Co Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Continental Grain Co disclosed 4 stock positions valued at approximately $448.26M as of quarter-end June 30, 2026. The largest holdings include International Flavors & Fragrances Inc. (IFF), Lamb Weston Holdings Inc (LW), and Estee Lauder Companies Inc (EL).
- Report Period
- June 30, 2026
- No. of Stocks
- 4
- Portfolio Value
- $448.26M
Holdings by Sector
Continental Grain Co Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| International Flavors & Fragrances Inc. (IFF) | IFF | Basic Materials | 47.41% | 2,682,730 | +260,000 | +10.73% | $212,525,871 |
| Lamb Weston Holdings Inc (LW) | LW | Consumer Defensive | 34.38% | 3,569,080 | +935,000 | +35.50% | $154,112,874 |
| Estee Lauder Companies Inc (EL) | EL | Consumer Defensive | 9.16% | 520,300 | - | - | $41,077,685 |
| Restaurant Brands International (QSR) | QSR | Consumer Cyclical | 9.05% | 559,178 | - | - | $40,545,997 |
Showing 4 of 4 holdings in the latest reporting period.