TwinBeech Capital’s International Flavors & Fragrances IFF Stock Holding History

TwinBeech Capital’s Portfolio IFF Stock Details IFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-122,647	Closed	-$7.55M	–	718
2025 Q3	$7.55M	Sell	122,647 -25,926	-17%	-$1.78M	0.3%	104
2025 Q2	$10.9M	Sell	148,573 -112,457	-43%	-$8.49M	0.25%	113
2025 Q1	$20.3M	Buy	261,030 +257,768	+7,902%	+$21.3M	0.37%	80
2024 Q4	$276K	Sell	3,262 -10,850	-77%	-$1.02M	﹤0.01%	522
2024 Q3	$1.48M	Buy	+14,112	New	+$1.41M	0.03%	446
2024 Q1	–	Sell	-200,356	Closed	-$16.2M	–	711
2023 Q4	$16.2M	Buy	+200,356	New	+$14.5M	0.26%	110
2023 Q3	–	Sell	-333,084	Closed	-$26.5M	–	757
2023 Q2	$26.5M	Buy	+333,084	New	+$28.7M	0.52%	50
2022 Q4	–	Sell	-307,751	Closed	-$28M	–	794
2022 Q3	$28M	Buy	+307,751	New	+$35.3M	0.74%	28
2022 Q1	–	Sell	-7,812	Closed	-$1.18M	–	612
2021 Q4	$1.18M	Sell	7,812 -90,690	-92%	-$13.2M	0.07%	317
2021 Q3	$13.2M	Buy	+98,502	New	+$14.5M	0.93%	16
2020 Q1	–	Sell	-18,365	Closed	-$2.37M	–	377
2019 Q4	$2.37M	Buy	+18,365	New	+$2.35M	0.69%	31

Other funds holding IFF

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Freemont Capital Singapore $4.9B AUM 11.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

TwinBeech Capital's IFF Position: Q4 2025 in Review

TwinBeech Capital sold out of International Flavors & Fragrances (IFF) in Q4 2025, closing a stake of 122,647 shares — an estimated $7.55M sold.

TwinBeech Capital first reported a position in IFF in Q4 2019 and held it in 11 quarters. The position peaked at $28M in Q3 2022. 707 funds tracked by Wall St. Rank hold IFF as of Q4 2025.

TwinBeech Capital reported no remaining International Flavors & Fragrances position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 122,647 International Flavors & Fragrances shares in Q4 2025, an estimated $7.55M.
TwinBeech Capital first reported a position in International Flavors & Fragrances in Q4 2019 and held it in 11 quarters.
TwinBeech Capital's International Flavors & Fragrances position peaked at $28M in Q3 2022.
707 funds tracked by Wall St. Rank held International Flavors & Fragrances as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.