CONTINENTAL GRAIN CO

Est. AUM

$365.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	International Flavors & Fragrances Inc. (IFF)	COM	$175.8M	2422730	48.06%	SOLE
2	Lamb Weston Holdings Inc (LW)	COM	$111.3M	2634080	30.43%	SOLE
3	Restaurant Brands International (QSR)	COM	$41.3M	559178	11.30%	SOLE
4	Estee Lauder Companies Inc (EL)	CL A	$37.3M	520300	10.21%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.