Continental Grain Co.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Continental Grain Co. reported 4 stock positions worth $347.0 million. Its top holding was Intl Flavors & Fragrances (IFF) at 46.6% of the portfolio, followed by Lamb Weston (LW, 32.8%) and Restaurant Brands Intern (QSR, 10.7%). Compared with Q4 2024, it added to 3. The biggest buy was Lamb Weston (LW, shares +124%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0000929607
Portfolio Value
$347.0M (Q1 2025)
SEC Filing
0000950142-25-001347 ↗ filed May 13, 2025

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 $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 4 stocks · $347.0M
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 46.58% 2,082,230 $161.6M Add +8.0%
LW Lamb Weston Holdings Inc. 32.78% 2,134,080 $113.7M Add +123.6%
QSR Restaurant Brands Intern 10.74% 559,178 $37.3M No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 9.90% 520,300 $34.3M Add +34.2%

Portfolio Sells Q4 2024 → Q1 2025
None this quarter.

Portfolio Buys Q4 2024 → Q1 2025
LW Lamb Weston Holdings Inc. Add +123.6% 32.78% +10.97
EL Estee Lauder Companies Class A Add +34.2% 9.90% −0.05
IFF Intl Flavors & Fragrances Add +8.0% 46.58% −9.19

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