Continental Grain Co
Net buyer this quarter
$448M
4
+$61M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IFF | $213M | 47.41% | 1.05% | +10.7% | Q2 2023 |
 LW | $154M | 34.38% | 2.58% | +35.5% | Q3 2019 |
 EL | $41.1M | 9.16% | Not reported | Not reported | Q4 2024 |
 QSR | $40.5M | 9.05% | 0.16% | Not reported | Q4 2018 |
| Q1 2026 | |||||
| IFF | $176M | 48.06% | 0.95% | +6.2% | Q2 2023 |
| LW | $111M | 30.44% | 1.91% | +23.4% | Q3 2019 |
| QSR | $41.3M | 11.30% | 0.16% | Not reported | Q4 2018 |
| EL | $37.3M | 10.21% | Not reported | Not reported | Q4 2024 |
| Q4 2025 | |||||
| IFF | $154M | 45.78% | 0.89% | Not reported | Q2 2023 |
| LW | $89.4M | 26.63% | 1.54% | Not reported | Q3 2019 |
| EL | $54.5M | 16.23% | Not reported | Not reported | Q4 2024 |
| QSR | $38.2M | 11.36% | 0.16% | Not reported | Q4 2018 |
| Q3 2025 | |||||
| IFF | $140M | 40.56% | 0.89% | Not reported | Q2 2023 |
| LW | $124M | 35.82% | 1.53% | Not reported | Q3 2019 |
| EL | $45.8M | 13.25% | Not reported | Not reported | Q4 2024 |
| QSR | $35.9M | 10.37% | 0.17% | Not reported | Q4 2018 |