Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| International Flavors & Fragrances Inc.(IFF) | 2,422,730 | 2,682,730 | +260,000 | $175.77M | $212.53M | 47.41% | +$36.76M |
| Lamb Weston Holdings, Inc.(LW) | 2,634,080 | 3,569,080 | +935,000 | $111.32M | $154.11M | 34.38% | +$42.80M |
| The Estée Lauder Companies Inc.(EL) | 520,300 | 520,300 | 0 | $37.34M | $41.08M | 9.16% | +$3.74M |
| Restaurant Brands International Inc.(QSR) | 559,178 | 559,178 | 0 | $41.32M | $40.55M | 9.05% | -$777.3K |