Continental Grain Co.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Continental Grain Co. reported 4 stock positions worth $292.4 million. Its top holding was Intl Flavors & Fragrances (IFF) at 55.8% of the portfolio, followed by Lamb Weston (LW, 21.8%) and Restaurant Brands Intern (QSR, 12.5%). Compared with Q3 2024, it opened 2 new positions and added to 1. The biggest buy was a new position in Lamb Weston (LW).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000929607
- Portfolio Value
- $292.4M (Q4 2024)
- SEC Filing
- 0000950142-25-000346 ↗ filed Feb 13, 2025
Holdings Value
Holdings 4 stocks · $292.4M
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 55.77% | 1,928,630 | $163.1M | Add +14.2% |
| LW Lamb Weston Holdings Inc. | 21.82% | 954,452 | $63.8M | New |
| QSR Restaurant Brands Intern | 12.47% | 559,178 | $36.4M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 9.95% | 387,800 | $29.1M | New |
Portfolio Sells Q3 2024 → Q4 2024
| None this quarter. | |||
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $448.3M | IFF, LW, EL, QSR |
| Q1 2026 | 4 | $365.8M | IFF, LW, QSR, EL |
| Q4 2025 | 4 | $335.7M | IFF, LW, EL, QSR |
| Q3 2025 | 4 | $346.0M | IFF, LW, EL, QSR |
| Q2 2025 | 4 | $358.8M | IFF, LW, EL, QSR |
| Q1 2025 | 4 | $347.0M | IFF, LW, QSR, EL |
| Q4 2024 | 4 | $292.4M | IFF, LW, QSR, EL |
| Q3 2024 | 2 | $217.6M | IFF, QSR |
| Q2 2024 | 2 | $200.2M | IFF, QSR |
| Q1 2024 | 2 | $154.4M | IFF, QSR |