CONTINENTAL GRAIN CO
CIK 929607 · View on SEC EDGAR ↗
- Portfolio value
- $365.8M
- Positions
- 4
- As of
- March 31, 2026 Data as of Q1 2026
#4,249 of 8,643 by 13F value · top 49.2%
Portfolio value QoQ: +8.9% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 4
- Effective number of positions
- 2.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $60,970,500 · sells $0
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held
- New positions
- 0
- Increased
- 2
- Decreased
- 0
- Closed
- 0
On this page
Sector breakdown
Materials
47.4%
Consumer Staples
34.4%
Consumer products
9.2%
Consumer Discretionary
9.0%
Full portfolio 4 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IFF International Flavors & Fragrances, Inc. Common Stock | $212,525,871 | 47.41% | 2,682,730 | $36,756,809 | Up ×2 | ||
| LW Lamb Weston Holdings, Inc. Common Stock | $154,112,874 | 34.38% | 3,569,080 | $42,796,653 | Up ×2 | ||
| EL Estee Lauder Companies, Inc. (The) Common Stock | $41,077,685 | 9.16% | 520,300 | $3,735,754 | |||
| QSR Restaurant Brands International Inc. Common Shares | $40,545,997 | 9.05% | 559,178 | $-777,257 | |||
| No matches | |||||||