Walnut Level Capital’s Adecoagro AGRO Stock Holding History

Walnut Level 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 Q2	–	Sell	-198,317	Closed	-$2.98M	–	1
2026 Q1	$2.98M	Hold	198,317	–	–	2.53%	11
2025 Q4	$1.57M	Hold	198,317	–	–	1.07%	23
2025 Q3	$1.55M	Hold	198,317	–	–	0.93%	27
2025 Q2	$1.81M	Hold	198,317	–	–	0.98%	26
2025 Q1	$2.22M	Hold	198,317	–	–	1.11%	24
2024 Q4	$1.87M	Hold	198,317	–	–	0.71%	31
2024 Q3	$2.2M	Sell	198,317 -43,000	-18%	-$450K	0.92%	28
2024 Q2	$2.35M	Sell	241,317 -82,000	-25%	-$849K	1.04%	25
2024 Q1	$3.56M	Buy	323,317 +125,000	+63%	+$1.28M	2.08%	17
2023 Q4	$2.2M	Buy	+198,317	New	+$2.18M	1.62%	19

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

Walnut Level Capital's AGRO Position: Q2 2026 in Review

Walnut Level Capital sold out of Adecoagro (AGRO) in Q2 2026, closing a stake of 198,317 shares — an estimated $2.98M sold.

Walnut Level Capital first reported a position in AGRO in Q4 2023 and held it in 10 quarters. The position peaked at $3.56M in Q1 2024. 87 funds tracked by Wall St. Rank hold AGRO as of Q2 2026.

Walnut Level Capital reported no remaining Adecoagro position as of Q2 2026 after selling out during the quarter.
Walnut Level Capital sold 198,317 Adecoagro shares in Q2 2026, an estimated $2.98M.
Walnut Level Capital first reported a position in Adecoagro in Q4 2023 and held it in 10 quarters.
Walnut Level Capital's Adecoagro position peaked at $3.56M in Q1 2024.
87 funds tracked by Wall St. Rank held Adecoagro as of Q2 2026.

Based on Walnut Level Capital's 13F filing for Q2 2026.