StockDriftsStockDriftsTop 4 Continental Grain CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IFF | International Flavors & Fragrances Inc. (IFF) | 47.41% | 2.68M | $212.5M | +10.73%(+260.00K) | $79.57(+7.53%) | 2026-06-30 | |
| LW | Lamb Weston Holdings Inc (LW) | 34.38% | 3.57M | $154.1M | +35.50%(+935.00K) | $54.36(-4.20%) | 2026-06-30 | |
| EL | Estee Lauder Companies Inc (EL) | 9.16% | 520.3K | $41.1M | +0.00%(+0) | $83.05(+5.85%) | 2026-06-30 | |
| QSR | Restaurant Brands International (QSR) | 9.05% | 559.2K | $40.5M | +0.00%(+0) | $71.20(+2.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +0.48% | +1.46% | -4.51% | -20.60% |
| Top 20 Holdings Unweighted | -1.67% | -4.94% | -8.96% | -37.45% |
Continental Grain CO reports $448.26M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are IFF (47.4%), LW (34.4%) and EL (9.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +1.46% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Continental Grain CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 929607). View Continental Grain CO’s 13F filings on SEC