CONTINENTAL GRAIN CO

CIK: 0000929607SEC EDGAR →

Portfolio Value

$335.7M

Holdings

4

As of

Q4 2025

New Positions

0

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
IFF

International Flavors & Fragrances Inc. (IFF)

2,280,730$153.7M
45.78%
2
LW

Lamb Weston Holdings Inc (LW)

2,134,080$89.4M
26.63%
3
EL

Estee Lauder Companies Inc (EL)

520,300$54.5M
16.23%
4
QSR

Restaurant Brands International (QSR)

559,178$38.2M
11.36%

Sector Breakdown

Sector# HoldingsValue%
Basic Materials1$153.7M45.8%
Consumer Defensive2$143.9M42.9%
Consumer Cyclical1$38.2M11.4%