Continental Grain Co holds a concentrated book of 4 stocks worth $448.3M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). Their largest long position is Intl Flavors & Fragrances at 47% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as Continental Grain Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 4 / 4 | $4.3B |
| VANGUARD CAPITAL MANAGEMENT LLC | 4 / 4 | $3.4B |
| STATE STREET CORP | 4 / 4 | $2.4B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4 / 4 | $2.1B |
| FMR LLC | 4 / 4 | $2.0B |
| GEODE CAPITAL MANAGEMENT, LLC | 4 / 4 | $1.6B |
| BANK OF AMERICA CORP /DE/ | 4 / 4 | $1.5B |
| ROYAL BANK OF CANADA | 4 / 4 | $1.4B |
Ranked by how many of Continental Grain Co's top 4 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | International Flavors & Fragrances Inc. (IFF) COM | $212.5M | 2.68M | 47.4% | ▲+11% Added · +260K sh | |
| 2 | Lamb Weston Holdings Inc (LW) COM | $154.1M | 3.57M | 34.4% | ▲+35% Added · +935K sh | |
| 3 | Estee Lauder Companies Inc (EL) CL A | $41.1M | 520.3K | 9.2% | —Held | |
| 4 | Restaurant Brands International (QSR) COM | $40.5M | 559.2K | 9.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/929607/holdings"
Use Arkolith to show CONTINENTAL GRAIN CO's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 4 | $448.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 4 | $365.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 4 | $335.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.