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What smart money is saying about Yara InternationalNorway flag

YAR.OL · Basic Materials · Agricultural Inputs · Market cap $10.42B

1 fund in our archive has pitched Yara International — most recently Polaris Capital Management International Equity Composite in June 2026.

Company profile

Yara International ASA provides crop nutrition, ammonia, and industrial solutions in Norway, European Union, Europe, Africa, Asia, North America, Latin America, Australia, and New Zealand. The company offers ammonium- and urea-based fertilizers; compound fertilizers that contain nutrients, such as nitrogen, phosphorus, and potassium; coatings; biostimulants; organic-based fertilizers; climate choice fertilizers; and nitrate-based fertilizers, as well as foliar and fertigation solutions; and nitrate, calcium nitrate, micronutrient, and urea fertilizers. It also provides digital solutions, such as YaraFX Insight, an agricultural API that connects unparalleled crop nutrition expertise with digital platforms; N-sensors, a tractor-mounted sensor; N-Tester, a handheld tool that measures chlorophyll content; YaraPlus, a digital platform to support crop nutrition decisions; Atfarm, a digital toolbox for farmer; Tankmix, an app and web solutions that provides guidelines; Yara E-commerce, a platform that enables customer access to nutritional solutions; Yara FarmCare, a mobile app for farmers; Yara AllFarm, a farm management platform; YaraConnect, a mobile app for retailers; and Yara Crop Nutrition Recommendation System, a service that helps farmers to make decisions for crop management. The company sells its products under YaraBela, YaraMila, YaraLiva, YaraVita, YaraAmplix, YaraRega, YaraTera, YaraSuna, and YaraVera brand names. Yara International ASA was founded in 1905 and is based in Oslo, Norway.

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2
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Every position in Yara International on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.

Fund letters reporting a position in Yara International, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262001

Fund activity · 2 positions

  • HoldsPolaris Capital Management Global Equity Composite
    June 2026
    “Materials were also middling. Yara International weakened on falling fertilizer prices, an analyst downgrade, and its cancelled Louisiana Clean Energy Complex ammonia acquisition; investors expressed concern about capital allocation.”
    Yara International
  • HoldsPolaris Capital Management International Equity Composite
    June 2026
    “Materials were also middling. Yara International weakened on falling fertilizer prices, an analyst downgrade, and its cancelled Louisiana Clean Energy Complex ammonia acquisition; investors expressed concern about capital allocation.”
    Yara International

Fund coverage · 1 thesis

  • Polaris Capital Management International Equity Composite
    June 2026

    Yara International is positioned around fertilizer and ammonia assets, with the Texas City acquisition seen as a better-fit capital allocation decision.

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