Continental Grain Co.
Continental Grain Co. reported 4 US-listed holdings worth $448.3 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: International Flavors & Fragrances Inc. (47.4%), Lamb Weston Holdings, Inc. (34.4%) and Estee Lauder Companies Inc. (9.2%). Against the quarter before, it opened 0 positions, added to 2, trimmed 0 and sold out of 0.
The 4 largest of its 4 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -27.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 2
- Lamb Weston Holdings, Inc. LW+935,000 shares · +35%
- International Flavors & Fragrances Inc. IFF+260,000 shares · +11%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| International Flavors & Fragrances Inc. IFF | 2.7M | $212.5 million | 47.41% | +260.0K |
| Lamb Weston Holdings, Inc. LW | 3.6M | $154.1 million | 34.38% | +935.0K |
| Estee Lauder Companies Inc. EL | 520.3K | $41.1 million | 9.16% | no change |
| Restaurant Brands International Inc. QSR | 559.2K | $40.5 million | 9.05% | no change |