Continental Grain Co.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Continental Grain Co. reported 4 stock positions worth $358.8 million. Its top holding was Intl Flavors & Fragrances (IFF) at 47.0% of the portfolio, followed by Lamb Weston (LW, 30.8%) and Estee Lauder Companies Class A (EL, 11.7%). Compared with Q1 2025, it added to 1. The biggest buy was Intl Flavors & Fragrances (IFF, shares +10%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0000929607
Portfolio Value
$358.8M (Q2 2025)
SEC Filing
0000950142-25-002152 ↗ filed Aug 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 Q1 2025 Q2 2025: $358.8M $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 · $358.8M
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 47.01% 2,280,730 $168.7M Add +9.5%
LW Lamb Weston Holdings Inc. 30.84% 2,134,080 $110.7M No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 11.72% 520,300 $42.0M No change
QSR Restaurant Brands Intern 10.43% 559,178 $37.4M No change

Portfolio Sells Q1 2025 → Q2 2025
None this quarter.

Portfolio Buys Q1 2025 → Q2 2025
IFF Intl Flavors & Fragrances Add +9.5% 47.01% +0.43

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