What smart money is saying about Adecoagro
AGRO
No fund has written a full thesis on Adecoagro in our archive, but 2 fund letters report a position in it — most recently Liontrust Latin America Fund in June 2026.
Get an email when a fund writes about it
2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Adecoagro on record in the archive was reported in Q2 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“These gains were offset by weakness in Brazilian sugar and ethanol producer São Martinho, Mexican microfinance provider Gentera and Argentine agricultural company Adecoagro.”
Adecoagro - June 2026
“This was offset by weaker returns from several earlier winners, including Adecoagro and Sao Martinho, and by relative headwinds in Brazil, Taiwan and Korea.”
Adecoagro
Read the letters behind these Adecoagro positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger