MOON CAPITAL MANAGEMENT LP

CIK

1387303

City

NEW YORK

State / Country

NY

Stock

AGRO — Adecoagro S.A.

Top Portfolio Positions

10 positions · $156,987,596 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
IAU	Ishares Gold Trust	1,559,604	$137,494,688	87.58%
APTV	Aptiv PLC Consumer Cyclical	81,957	$5,691,094	3.63%
IAUX	i-80 Gold Corp. Basic Materials	2,957,322	$4,495,129	2.86%
ADNT	Adient plc Consumer Cyclical	100,167	$2,024,375	1.29%
GPI	Group 1 Automotive Inc Consumer Cyclical	5,997	$1,982,788	1.26%
SE	Sea Ltd Consumer Cyclical	16,150	$1,337,381	0.85%
ABG	Asbury Automotive Group Inc Consumer Cyclical	6,560	$1,281,889	0.82%
LAD	Lithia Motors Inc Consumer Cyclical	4,954	$1,237,112	0.79%
PDD	PDD Holdings Inc. Consumer Cyclical	9,868	$1,008,312	0.64%
BAP	Credicorp Ltd Financial Services	1,282	$434,828	0.28%

Portfolio Trend

25 quarters · across all stocks

Holdings in AGRO

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$1,519,879	191,662	+31.8%	Shares	Defined	2026-02-17
2023-06-30	$1,360,944	145,400	+11.5%	Shares	Defined	2023-08-14
2023-03-31	$1,054,936	130,400	+285.9%	Shares	Defined	2023-05-15
2022-03-31	$408,219	33,793	-95.6%	Shares	Defined	2022-05-16
2021-12-31	$5,947,130	774,366	+24.9%	Shares	Defined	2022-02-14
2021-09-30	$5,598,265	619,963	-4.8%	Shares	Defined	2021-11-09
2021-06-30	$6,540,337	651,428	-66.7%	Shares	Defined	2021-08-12
2021-03-31	$15,356,702	1,953,779	-0.9%	Shares	Defined	2021-05-17
2020-12-31	$13,406,614	1,971,561	+5.6%	Shares	Defined	2021-02-16
2020-09-30	$8,717,671	1,866,739	+31.9%	Shares	Defined	2020-11-16
2020-06-30	$6,143,204	1,415,485	+234.6%	Shares	Defined	2020-08-14
2020-03-31	$1,645,497	423,007	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.