Discovery Capital Management’s Adecoagro AGRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.1M	Buy	1,274,217 +70,682	+6%	+$698K	0.99%	33
2025 Q4	$9.54M	Buy	1,203,535 +581,660	+94%	+$4.57M	0.52%	55
2025 Q3	$4.88M	Buy	621,875 +350,965	+130%	+$3.08M	0.27%	61
2025 Q2	$2.48M	Sell	270,910 -82,599	-23%	-$805K	0.19%	55
2025 Q1	$3.95M	Sell	353,509 -869,111	-71%	-$8.92M	0.47%	38
2024 Q4	$11.5M	Sell	1,222,620 -61,374	-5%	-$670K	0.79%	39
2024 Q3	$14.2M	Sell	1,283,994 -1,092,620	-46%	-$11.4M	1.73%	20
2024 Q2	$23.1M	Buy	2,376,614 +667,878	+39%	+$6.92M	3.07%	13
2024 Q1	$18.8M	Buy	1,708,736 +71,238	+4%	+$732K	2.56%	13
2023 Q4	$18.2M	Buy	1,637,498 +1,317,608	+412%	+$14.5M	2.75%	11
2023 Q3	$3.74M	Buy	+319,890	New	+$3.46M	0.68%	26
2022 Q3	–	Sell	-337,517	Closed	-$2.85M	–	49
2022 Q2	$2.85M	Sell	337,517 -323,564	-49%	-$3.49M	0.38%	44
2022 Q1	$7.99M	Buy	+661,081	New	+$6.09M	0.75%	31