Investor
CONTINENTAL GRAIN CO
CIK 0000929607 · filed 2026-05-12 · SEC filing
13F book
$365.8M
Positions
4
Largest name
48.1%
International Flavors&Fragra
Est. mark
−$1.42M
Price effect on 4 names still held. Flow $31.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| International Flavors&Fragra | — | 2.42M | $175.8M | 48.1% | $11.8M | Added$22.1M |
| Lamb Weston Hldgs Inc | — | 2.63M | $111.3M | 30.4% | $789.6K | Added$21.9M |
| Restaurant Brands Intl Inc | — | 559.2K | $41.3M | 11.3% | $3.17M | Held |
| Lauder Estee Cos Inc | — | 520.3K | $37.3M | 10.2% | −$17.1M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.