CONTINENTAL GRAIN CO Portfolio Holdings

Q3 2025•4 long positions•$346.0M portfolio value

Holding4	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 International Flavors & Fragrances IFF	Chemicals - Specialty Basic Materials	$140.4M 40.56%	—	0.89% 2.3M shares	—	—	$15.8B Large Cap	Q2 2023 Held for 2y 5m
2 Lamb Weston LW	Packaged Foods Consumer Defensive	$123.9M 35.82%	—	1.53% 2.1M shares	—	—	$8.1B Mid Cap	Q4 2024 Held for 11 months
3 Estee Lauder Companies Inc. EL	Household & Personal Products Consumer Defensive	$45.8M 13.25%	—	0.144% 520.3K shares	—	—	$31.8B Large Cap	Q4 2024 Held for 11 months
4 Restaurant Brands International QSR	Restaurants Consumer Cyclical	$35.9M 10.37%	—	0.171% 559.2K shares	—	—	$21.0B Large Cap	Q4 2018 Held for 6y 11m

Holding4	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 International Flavors & Fragrances IFF	Chemicals - Specialty Basic Materials	$140.4M 40.56%	—	0.89% 2.3M shares	—	—	$15.8B Large Cap	Q2 2023 Held for 2y 5m
2 Lamb Weston LW	Packaged Foods Consumer Defensive	$123.9M 35.82%	—	1.53% 2.1M shares	—	—	$8.1B Mid Cap	Q4 2024 Held for 11 months
3 Estee Lauder Companies Inc. EL	Household & Personal Products Consumer Defensive	$45.8M 13.25%	—	0.144% 520.3K shares	—	—	$31.8B Large Cap	Q4 2024 Held for 11 months
4 Restaurant Brands International QSR	Restaurants Consumer Cyclical	$35.9M 10.37%	—	0.171% 559.2K shares	—	—	$21.0B Large Cap	Q4 2018 Held for 6y 11m

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