Adecoagro S.A.
US ˙ NYSE ˙ LU0584671464

SecurityAGRO / Adecoagro S.A.
InstitutionD. E. Shaw & Co., Inc.
ManagerDE Shaw
Latest Disclosed Ownership610,126 shares
Latest Disclosed Value $ 9,164,093
D. E. Shaw & Co., Inc. reports 397.59% increase in ownership of AGRO / Adecoagro S.A.

On May 15, 2026 - D. E. Shaw & Co., Inc. filed a 13F-HR form disclosing ownership of 610,126 shares of Adecoagro S.A. (US:AGRO) valued at $9,164,093 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 122,615 shares of Adecoagro S.A.. This represents a change in shares of 397.59% during the quarter. The current value of the position is $7,437,436 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ADECOAGRO S A COM L00849106 610,126 487,511 397.59 9,164 842.80 0.0055
2026-02-17 2025-12-31 13F ADECOAGRO S A COM L00849106 122,615 -65,542 -34.83 972 -34.10 0.0005
2025-11-14 2025-09-30 13F ADECOAGRO S A COM L00849106 188,157 126,065 203.03 1,475 160.14 0.0008
2025-08-14 2025-06-30 13F ADECOAGRO S A COM L00849106 62,092 -300,315 -82.87 568 -85.99 0.0004
2025-05-15 2025-03-31 13F ADECOAGRO S A COM L00849106 362,407 -61,562 -14.52 4,048 1.25 0.0036
2025-02-14 2024-12-31 13F ADECOAGRO S A COM L00849106 423,969 -132,668 -23.83 3,998 -35.11 0.0029
2024-11-14 2024-09-30 13F ADECOAGRO S A COM L00849106 556,637 251,493 82.42 6,162 107.51 0.0053
2024-08-14 2024-06-30 13F ADECOAGRO S A COM L00849106 305,144 260,790 587.97 2,969 508.40 0.0028
2024-05-15 2024-03-31 13F ADECOAGRO S A COM L00849106 44,354 -11,210 -20.17 489 -20.78 0.0004
2024-02-14 2023-12-31 13F ADECOAGRO S A COM L00849106 55,564 42,030 310.55 617 289.87 0.0005
2023-11-14 2023-09-30 13F ADECOAGRO S A COM L00849106 13,534 -15,962 -54.12 158 -42.75 0.0002
2023-08-14 2023-06-30 13F ADECOAGRO S A COM L00849106 29,496 -116,325 -79.77 276 -76.59 0.0003
2023-05-15 2023-03-31 13F ADECOAGRO S A COM L00849106 145,821 -46,713 -24.26 1,180 -26.13 0.0013
2023-02-14 2022-12-31 13F ADECOAGRO S A COM L00849106 192,534 -341,250 -63.93 1,596 -63.93 0.0018
2022-11-14 2022-09-30 13F ADECOAGRO S A COM L00849106 533,784 -84,610 -13.68 4,425 -15.42 0.0053
2022-08-15 2022-06-30 13F ADECOAGRO S A COM L00849106 618,394 16,629 2.76 5,232 -28.02 0.0061
2022-05-16 2022-03-31 13F ADECOAGRO S A COM L00849106 601,765 257,610 74.85 7,269 175.03 0.0068
2022-02-14 2021-12-31 13F ADECOAGRO S A COM L00849106 344,155 36,932 12.02 2,643 -4.72 0.0022
2021-11-15 2021-09-30 13F ADECOAGRO S A COM L00849106 307,223 -418,057 -57.64 2,774 -61.91 0.0025
2021-08-16 2021-06-30 13F ADECOAGRO S A COM L00849106 725,280 -48,822 -6.31 7,282 19.69 0.0063
2021-05-17 2021-03-31 13F ADECOAGRO S A COM L00849106 774,102 37,813 5.14 6,084 21.51 0.0059
2021-02-16 2020-12-31 13F ADECOAGRO S A COM L00849106 736,289 21,089 2.95 5,007 49.91 0.0045
2020-11-16 2020-09-30 13F ADECOAGRO S A COM L00849106 715,200 -61,635 -7.93 3,340 -0.92 0.0034
2020-08-14 2020-06-30 13F ADECOAGRO S A COM L00849106 776,835 79,873 11.46 3,371 24.35 0.0040
2020-05-15 2020-03-31 13F ADECOAGRO S A COM L00849106 696,962 -118,429 -14.52 2,711 -60.28 0.0042
2020-02-14 2019-12-31 13F ADECOAGRO S A COM L00849106 815,391 21,567 2.72 6,825 47.47 0.0078
2019-11-14 2019-09-30 13F ADECOAGRO S A COM L00849106 793,824 24,303 3.16 4,628 -15.76 0.0057
2019-08-14 2019-06-30 13F ADECOAGRO S A COM L00849106 769,521 -201,722 -20.77 5,494 -17.90 0.0069
2019-05-15 2019-03-31 13F ADECOAGRO S A COM L00849106 971,243 103,047 11.87 6,692 10.74 0.0086
2019-02-14 2018-12-31 13F ADECOAGRO S A COM L00849106 868,196 -67,693 -7.23 6,043 -12.15 0.0083
2018-11-14 2018-09-30 13F ADECOAGRO S A COM L00849106 935,889 15,032 1.63 6,879 -6.04 0.0083
2018-08-14 2018-06-30 13F ADECOAGRO S A COM L00849106 920,857 -259,011 -21.95 7,321 -17.48 0.0096
2018-05-15 2018-03-31 13F ADECOAGRO S A COM L00849106 1,179,868 4,350 0.37 8,872 -27.01 0.0121
2018-02-14 2017-12-31 13F ADECOAGRO S A COM L00849106 1,175,518 -611,821 -34.23 12,155 -37.03 0.0167
2017-11-14 2017-09-30 13F ADECOAGRO S A COM L00849106 1,787,339 480,893 36.81 19,303 47.90 0.0297
2017-08-14 2017-06-30 13F ADECOAGRO S A COM L00849106 1,306,446 283,287 27.69 13,051 11.30 0.0216
2017-05-15 2017-03-31 13F ADECOAGRO S A COM L00849106 1,023,159 210,866 25.96 11,726 39.07 0.0206
2017-02-14 2016-12-31 13F ADECOAGRO S A COM L00849106 812,293 -6,178 -0.75 8,432 -9.70 0.0143
2016-11-14 2016-09-30 13F ADECOAGRO S A COM L00849106 818,471 -274,619 -25.12 9,338 -22.12 0.0165
2016-08-15 2016-06-30 13F ADECOAGRO S A COM L00849106 1,093,090 99,807 10.05 11,991 4.51 0.0221
2016-05-16 2016-03-31 13F ADECOAGRO S A COM L00849106 993,283 443,013 80.51 11,473 69.64 0.0206
2016-02-16 2015-12-31 13F ADECOAGRO S A COM L00849106 550,270 102,720 22.95 6,763 89.81 0.0101
2015-11-16 2015-09-30 13F ADECOAGRO S A COM L00849106 447,550 35,853 8.71 3,563 -6.14 0.0052
2015-08-14 2015-06-30 13F ADECOAGRO S A COM L00849106 411,697 40,613 10.94 3,796 0.08 0.0057
2015-05-15 2015-03-31 13F ADECOAGRO S A COM L00849106 371,084 39,694 11.98 3,793 42.86 0.0058
2015-02-17 2014-12-31 13F ADECOAGRO S A COM L00849106 331,390 -10,989 -3.21 2,655 -11.88 0.0034
2014-11-14 2014-09-30 13F ADECOAGRO S A COM L00849106 342,379 16,530 5.07 3,013 -2.05 0.0039
2014-08-14 2014-06-30 13F ADECOAGRO S A COM L00849106 325,849 90,550 38.48 3,076 60.21 0.0042
2014-05-15 2014-03-31 13F ADECOAGRO S A COM L00849106 235,299 88,821 60.64 1,920 62.03 0.0027
2014-02-14 2013-12-31 13F ADECOAGRO S A COM L00849106 146,478 146,478 1,185 0.0016
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.