INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) — Hedge Fund Ownership Q4 2025
IFF
- INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) is held by 6 of 81 tracked hedge funds, with First Pacific Advisors (5%) and Icahn Capital (3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in IFF holdings came from First Eagle Investment Management (+27%) and First Pacific Advisors (+9%), highlighting conviction.
- The biggest decreases in IFF holdings came from Dodge & Cox (-2%) and Icahn Capital (-10%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) by +2% vs the prior quarter and +40% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
First Pacific Advisors Steven Romick
|
4.73% | 5.3M | +8.61% | +32.17% | $358.9M | $67.39 | — |
| 2 |
Icahn Capital
|
3.41% | 4.3M | -10.00% | +14.00% | $288.1M | $67.39 | — |
| 3 |
Hillman Capital Management Mark Hillman
|
3.22% | 76K | -4.08% | -22.84% | $5.1M | $67.39 | — |
| 4 |
Olstein Capital Management Robert Olstein
|
1.76% | 127K | +1.60% | +22.12% | $8.6M | $67.39 | — |
| 5 |
Dodge & Cox
|
1.32% | 36.4M | -1.55% | +15.79% | $2.45B | $67.39 | — |
| 6 |
First Eagle Investment Management
|
1.05% | 8.8M | +27.50% | +134344.63% | $595.2M | $67.39 | — |
| 6 | Total | — | 55.0M | +2.38% | +39.59% | $3.71B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.