Continental Grain Co.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Continental Grain Co. reported 2 stock positions worth $200.2 million. Its top holding was Intl Flavors & Fragrances (IFF) at 80.3% of the portfolio, followed by Restaurant Brands Intern (QSR, 19.7%). Compared with Q1 2024, it added to 2. The biggest buy was Restaurant Brands Intern (QSR, shares +88%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0000929607
Portfolio Value
$200.2M (Q2 2024)
SEC Filing
0000950142-24-002153 ↗ filed Aug 9, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $154.4M Q1 2024 Q2 2024: $200.2M $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 · $200.2M

IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 80.34% 1,689,130 $160.8M Add +11.0%
QSR Restaurant Brands Intern 19.66% 559,178 $39.3M Add +88.5%

Portfolio Sells Q1 2024 → Q2 2024

None this quarter.

Portfolio Buys Q1 2024 → Q2 2024

QSR Restaurant Brands Intern Add +88.5% 19.66% +4.39
IFF Intl Flavors & Fragrances Add +11.0% 80.34% −4.39

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