Graham Capital Management’s Adecoagro AGRO Stock Holding History

Graham Capital Management’s Portfolio AGRO Stock Details AGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$106K	Buy	+11,142	New	+$140K	﹤0.01%	1146
2026 Q1	–	Sell	-25,770	Closed	-$204K	–	1131
2025 Q4	$204K	Sell	25,770 -53,045	-67%	-$417K	﹤0.01%	1033
2025 Q3	$618K	Sell	78,815 -20,689	-21%	-$182K	0.01%	539
2025 Q2	$909K	Sell	99,504 -2,250	-2%	-$21.9K	0.01%	607
2025 Q1	$1.14M	Sell	101,754 -25,580	-20%	-$262K	0.02%	508
2024 Q4	$1.2M	Buy	127,334 +22,583	+22%	+$246K	0.02%	439
2024 Q3	$1.16M	Buy	104,751 +26,619	+34%	+$279K	0.02%	418
2024 Q2	$760K	Buy	78,132 +5,314	+7%	+$55K	0.02%	470
2024 Q1	$802K	Buy	72,818 +17,194	+31%	+$177K	0.02%	481
2023 Q4	$617K	Buy	+55,624	New	+$612K	0.01%	533
2022 Q1	–	Sell	-38,781	Closed	-$297K	–	880
2021 Q4	$297K	Buy	+38,781	New	+$329K	0.01%	328

Other funds holding AGRO

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Graham Capital Management's AGRO Position: Q2 2026 in Review

Graham Capital Management opened a new position in Adecoagro (AGRO) in Q2 2026: 11,142 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #1146 among its holdings. This is a return to the name: Graham Capital Management previously reported a position in AGRO as recently as Q4 2025.

Graham Capital Management first reported a position in AGRO in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.2M in Q4 2024. 87 funds tracked by Wall St. Rank hold AGRO as of Q2 2026.

Graham Capital Management held 11,142 shares of Adecoagro worth $106K as of Q2 2026.
Adecoagro was a new Graham Capital Management position in Q2 2026.
Adecoagro made up ﹤0.01% of Graham Capital Management's portfolio in Q2 2026, its #1146 holding.
Graham Capital Management first reported a position in Adecoagro in Q4 2021 and has held it in 11 quarters since.
Graham Capital Management's Adecoagro position peaked at $1.2M in Q4 2024.
87 funds tracked by Wall St. Rank held Adecoagro as of Q2 2026.

Based on Graham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.