Continental Grain Co.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Continental Grain Co. reported 4 stock positions worth $335.7 million. Its top holding was Intl Flavors & Fragrances (IFF) at 45.8% of the portfolio, followed by Lamb Weston (LW, 26.6%) and Estee Lauder Companies Class A (EL, 16.2%). Its holdings were unchanged from Q3 2025.
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000929607
- Portfolio Value
- $335.7M (Q4 2025)
- SEC Filing
- 0000950142-26-000326 ↗ filed Feb 9, 2026
Holdings Value
Holdings 4 stocks · $335.7M
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 45.78% | 2,280,730 | $153.7M | No change |
| LW Lamb Weston Holdings Inc. | 26.63% | 2,134,080 | $89.4M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 16.23% | 520,300 | $54.5M | No change |
| QSR Restaurant Brands Intern | 11.36% | 559,178 | $38.2M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| None this quarter. | |||
Portfolio Buys Q3 2025 → Q4 2025
| None this quarter. | |||
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 |