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What smart money is saying about GrainCorpAustralia flag

GNC.AX · Consumer Defensive · Farm Products · Market cap $967M

1 fund in our archive has pitched GrainCorp — most recently PM Capital Global Companies Fund, Australian Companies Fund & Enhanced Yield Fund in September 2026.

Company profile

GrainCorp Limited operates as an agribusiness and processing company in Australasia, Asia, North America, Europe, Asia, the Middle East and North Africa, and internationally. It operates through two segments, Agribusiness and Nutrition and Energy. The company engages in the operation of an integrated grain storage and handling network comprising receival sites and bulk port terminals; purchasing, storing, transporting, and selling agricultural commodities; handling wheat, barley, canola, chickpeas, and sorghum; and trading, importing and exporting cereals, oilseeds, and pulses; and supplies arable seeds and organic agriproducts. The company also offers blended and single oils, infant nutrition inputs, bakery products, margarines and spreads, and frying shortenings to manufacturers, wholesalers, and quick service restaurants; manufacture and supply molasses and vegetable oil-based feed supplements; import vegetable oils; export renewable fuel feedstocks, tallow, and used cooking oil. In addition, it provides nutritional consulting. The company was founded in 1916 and is headquartered in Barangaroo, Australia.

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Summarize with Warren AI
1
Reported positions
1
Bought
0
Sold
1
Letter

Position history

Every position in GrainCorp on record in the archive was reported in Q3 2026, across 1 fund letter, with 1 buy (opened or added).

Fund letters reporting a position in GrainCorp, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261101

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position · 1 move

Fund coverage · 1 thesis

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