Continental Grain Co.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Continental Grain Co. reported 2 stock positions worth $154.4 million. Its top holding was Intl Flavors & Fragrances (IFF) at 84.7% of the portfolio, followed by Restaurant Brands Intern (QSR, 15.3%). Compared with Q4 2023, it sold out of 1 and added to 1. The biggest buy was Intl Flavors & Fragrances (IFF, shares +26%) and the biggest sale an exit from Keurig Dr Pepper (KDP).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0000929607
Portfolio Value
$154.4M (Q1 2024)
SEC Filing
0000950142-24-001339 ↗ filed May 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $154.4M $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 Q2 2026

Holdings 2 stocks · $154.4M
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 84.73% 1,521,130 $130.8M Add +25.8%
QSR Restaurant Brands Intern 15.27% 296,678 $23.6M No change

Portfolio Sells Q4 2023 → Q1 2024
KDP Keurig Dr Pepper Inc. Sold out 0.00% −15.74

Portfolio Buys Q4 2023 → Q1 2024
IFF Intl Flavors & Fragrances Add +25.8% 84.73% +16.60

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