Continental Grain Co.
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$146K
Holdings
4
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IFF
International Flavors & Fragrances Inc. (IFF)
Q1 2026: Increased +6.2% (2.28M → 2.42M shares)
48.1%
02
$LW
Lamb Weston Holdings Inc (LW)
Q1 2026: Increased +23.4% (2.13M → 2.63M shares)
30.4%
03
$QSR
Restaurant Brands International (QSR)
Q4 2024: New position (559.2k shares)
11.3%
04
$EL
Estee Lauder Companies Inc (EL)
Q1 2025: Increased +34.2% (387.8k → 520.3k shares)
10.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:22 UTC.