Vault-13

CONTINENTAL GRAIN CO

New York, NY · CIK 929607 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2012 · limited liability company

As an employer

$448.3m reported value +22.6% vs Q1 2026
4positions
100.0%in top 10
0 new 2 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 INTERNATIONAL FLAVORS&FRAGRA COM IFF IFF 2,682,730 $212.5m47.41% 47.41% AddedShares held: Q3 2025 2.3m, Q4 2025 2.3m, Q1 2026 2.4m, Q2 2026 2.7m +260.0k +260,000 10.7%
2 LAMB WESTON HLDGS INC COM LW LW 3,569,080 $154.1m34.38% 34.38% AddedShares held: Q3 2025 2.1m, Q4 2025 2.1m, Q1 2026 2.6m, Q2 2026 3.6m +935.0k +935,000 35.5%
3 LAUDER ESTEE COS INC CL A EL EL 520,300 $41.1m9.16% 9.16% UnchangedShares held: Q3 2025 520.3k, Q4 2025 520.3k, Q1 2026 520.3k, Q2 2026 520.3k
4 RESTAURANT BRANDS INTL INC COM QSR QSR 559,178 $40.5m9.05% 9.05% UnchangedShares held: Q3 2025 559.2k, Q4 2025 559.2k, Q1 2026 559.2k, Q2 2026 559.2k