Continental Grain Co.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Continental Grain Co. reported 4 stock positions worth $448.3 million. Its top holding was Intl Flavors & Fragrances (IFF) at 47.4% of the portfolio, followed by Lamb Weston (LW, 34.4%) and Estee Lauder Companies Class A (EL, 9.2%). Compared with Q1 2026, it added to 2. The biggest buy was Lamb Weston (LW, shares +36%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0000929607
Portfolio Value
$448.3M (Q2 2026)
SEC Filing
0000950142-26-002320 ↗ filed Aug 12, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $154.4M Q1 2024 Q2 2024: $200.2M Q2 2024 Q3 2024: $217.6M Q3 2024 Q4 2024: $292.4M Q4 2024 Q1 2025: $347.0M Q1 2025 Q2 2025: $358.8M Q2 2025 Q3 2025: $346.0M Q3 2025 Q4 2025: $335.7M Q4 2025 Q1 2026: $365.8M Q1 2026 Q2 2026: $448.3M $448.3M Q2 2026

Holdings 4 stocks · $448.3M
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 47.41% 2,682,730 $212.5M Add +10.7%
LW Lamb Weston Holdings Inc. 34.38% 3,569,080 $154.1M Add +35.5%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 9.16% 520,300 $41.1M No change
QSR Restaurant Brands Intern 9.05% 559,178 $40.5M No change

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
LW Lamb Weston Holdings Inc. Add +35.5% 34.38% +3.94
IFF Intl Flavors & Fragrances Add +10.7% 47.41% −0.65

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$448.3MIFF, LW, EL, QSR
Q1 2026 4$365.8MIFF, LW, QSR, EL
Q4 2025 4$335.7MIFF, LW, EL, QSR
Q3 2025 4$346.0MIFF, LW, EL, QSR
Q2 2025 4$358.8MIFF, LW, EL, QSR
Q1 2025 4$347.0MIFF, LW, QSR, EL
Q4 2024 4$292.4MIFF, LW, QSR, EL
Q3 2024 2$217.6MIFF, QSR
Q2 2024 2$200.2MIFF, QSR
Q1 2024 2$154.4MIFF, QSR