Sagil Capital’s Adecoagro AGRO Stock Holding History

Sagil Capital’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	$7.56M	Buy	+503,476	New	+$4.97M	2.88%	13
2023 Q4	–	Sell	-710,482	Closed	-$8.31M	–	22
2023 Q3	$8.31M	Sell	710,482 -277,271	-28%	-$3M	5.73%	6
2023 Q2	$9.25M	Buy	+987,753	New	+$8.74M	7.7%	5
2022 Q1	–	Sell	-760,480	Closed	-$5.84M	–	17
2021 Q4	$5.84M	Sell	760,480 -115,715	-13%	-$980K	3%	12
2021 Q3	$7.91M	Hold	876,195	–	–	5.73%	7
2021 Q2	$8.8M	Sell	876,195 -329,509	-27%	-$3.28M	6.05%	6
2021 Q1	$9.48M	Sell	1,205,704 -271,128	-18%	-$2.19M	11.44%	3
2020 Q4	$10M	Buy	1,476,832 +130,648	+10%	+$722K	11.35%	4
2020 Q3	$6.29M	Hold	1,346,184	–	–	5.6%	9
2020 Q2	$5.84M	Hold	1,346,184	–	–	5.03%	8
2020 Q1	$5.24M	Buy	1,346,184 +457,442	+51%	+$3.12M	3.48%	11
2019 Q4	$7.44M	Sell	888,742 -489,144	-35%	-$3.28M	4.08%	12
2019 Q3	$8.03M	Buy	1,377,886 +340,859	+33%	+$2.15M	5.75%	7
2019 Q2	$7.4M	Buy	+1,037,027	New	+$7.08M	5.11%	9

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sagil Capital's AGRO Position: Q1 2026 in Review

Sagil Capital opened a new position in Adecoagro (AGRO) in Q1 2026: 503,476 shares worth $7.56M. The stake represents 2.88% of the portfolio and ranks #13 among its holdings. This is a return to the name: Sagil Capital previously reported a position in AGRO as recently as Q3 2023.

Sagil Capital first reported a position in AGRO in Q2 2019 and has held it in 14 quarters since. The position peaked at $10M in Q4 2020. 88 funds tracked by Wall St. Rank hold AGRO as of Q1 2026.

Sagil Capital held 503,476 shares of Adecoagro worth $7.56M as of Q1 2026.
Adecoagro was a new Sagil Capital position in Q1 2026.
Adecoagro made up 2.88% of Sagil Capital's portfolio in Q1 2026, its #13 holding.
Sagil Capital first reported a position in Adecoagro in Q2 2019 and has held it in 14 quarters since.
Sagil Capital's Adecoagro position peaked at $10M in Q4 2020.
88 funds tracked by Wall St. Rank held Adecoagro as of Q1 2026.

Based on Sagil Capital's 13F filing for Q1 2026, filed 14 May 2026.