Bayforest Capital Ltd AGCO — AGCO CORP

Ownership history in Bayforest Capital Ltd  ·  5 quarters on record

AI Ownership Summary

Bayforest Capital Ltd reported AGCO CORP (AGCO) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.73% in 2025 Q1. The latest visible filing shows AGCO at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AGCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bayforest Capital Ltd's position in AGCO CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AGCO was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AGCO stock page Bayforest Capital Ltd fund profile Bayforest Capital Ltd full holdings
How Bayforest Capital Ltd held AGCO — position size vs. price
% of Fund (quarterly)    AGCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 703 -2,580 -78.6% 0.09% $81K 2026-04-15 $115.27
2025 Q4 REDUCED 52.2% +11.3% ❌ 3,283 -3,586 -52.2% 0.26% $342K 2026-01-27 $113.45
2025 Q3 REDUCED — — — 6,869 -287 -4.0% 0.35% $735K 2025-10-24 $108.15
2025 Q2 REDUCED 59.6% +4.9% ❌ 7,156 -10,537 -59.6% 0.32% $738K 2025-07-28 $109.19
2025 Q1 INITIATED — — — 17,693 — — 0.73% $884K 2025-05-08 $97.09

🏢 Other funds also holding AGCO

As of 2026 Q1 — sorted by position size

Ninety One North America, Inc. 3Y 7Y 0.52% Baker Ellis Asset Management LLC 3Y 7Y 0.48% MQS Management LLC 3Y 0.21% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.2% Oak Thistle LLC 3Y 0.19% Ninety One UK Ltd 3Y 7Y 0.17% Olstein Capital Management, L.P. 3Y 7Y 0.16% XML Financial, LLC 3Y 0.12% Wealthcare Capital Partners, LLC 0.1% Inspire Investing, LLC 3Y 7Y 0.09%

FAQ About Bayforest Capital Ltd and AGCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bayforest Capital Ltd reported owning AGCO?

Bayforest Capital Ltd reported AGCO across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported AGCO position in Bayforest Capital Ltd's portfolio?

The largest reported portfolio weight for AGCO was 0.73% in 2025 Q1.

What is the latest reported AGCO position on this page?

The most recent filing on this page is 2026 Q1, when Bayforest Capital Ltd reported 703 shares, equal to 0.09% of portfolio, with an estimated market value of $81K.

What does the chart on this AGCO ownership page compare?

The chart compares Bayforest Capital Ltd's quarterly AGCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bayforest Capital Ltd time their AGCO position?

Based on 13F filing dates vs. subsequent AGCO price moves, Bayforest Capital Ltd correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on AGCO relative to SPY over the holding period was -5.6%.

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