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 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sagil Capital London, United Kingdom $263M AUM 88.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Graham Capital Management's AGRO Position: Q1 2026 in Review

Graham Capital Management sold out of Adecoagro (AGRO) in Q1 2026, closing a stake of 25,770 shares — an estimated $204K sold.

Graham Capital Management first reported a position in AGRO in Q4 2021 and held it in 10 quarters. The position peaked at $1.2M in Q4 2024. 88 funds tracked by Wall St. Rank hold AGRO as of Q1 2026.

Graham Capital Management reported no remaining Adecoagro position as of Q1 2026 after selling out during the quarter.
Graham Capital Management sold 25,770 Adecoagro shares in Q1 2026, an estimated $204K.
Graham Capital Management first reported a position in Adecoagro in Q4 2021 and held it in 10 quarters.
Graham Capital Management's Adecoagro position peaked at $1.2M in Q4 2024.
88 funds tracked by Wall St. Rank held Adecoagro as of Q1 2026.

Based on Graham Capital Management's 13F filing for Q1 2026, filed 15 May 2026.