Continental Grain Co.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Continental Grain Co. reported 4 stock positions worth $365.8 million. Its top holding was Intl Flavors & Fragrances (IFF) at 48.1% of the portfolio, followed by Lamb Weston (LW, 30.4%) and Restaurant Brands Intern (QSR, 11.3%). Compared with Q4 2025, it added to 2. The biggest buy was Lamb Weston (LW, shares +23%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0000929607
Portfolio Value
$365.8M (Q1 2026)
SEC Filing
0000950142-26-001359 ↗ filed May 12, 2026

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 Q2 2025 Q3 2025: $346.0M Q3 2025 Q4 2025: $335.7M Q4 2025 Q1 2026: $365.8M $365.8M Q1 2026 Q2 2026: $448.3M Q2 2026

Holdings 4 stocks · $365.8M
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 48.06% 2,422,730 $175.8M Add +6.2%
LW Lamb Weston Holdings Inc. 30.43% 2,634,080 $111.3M Add +23.4%
QSR Restaurant Brands Intern 11.30% 559,178 $41.3M No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 10.21% 520,300 $37.3M No change

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
LW Lamb Weston Holdings Inc. Add +23.4% 30.43% +3.81
IFF Intl Flavors & Fragrances Add +6.2% 48.06% +2.28

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