Varenne Capital Partners’s International Flavors & Fragrances IFF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-77,388	Closed	-$6.54M	–	17
2024 Q4	$6.54M	Sell	77,388 -373,267	-83%	-$31.6M	1.93%	11
2024 Q3	$47.3M	Buy	450,655 +10,283	+2%	+$1.08M	9.06%	5
2024 Q2	$41.9M	Buy	+440,372	New	+$41.9M	10.59%	5