Humankind Investments LLC AGCO — AGCO CORP

Ownership history in Humankind Investments LLC  ·  15 quarters on record

AI Ownership Summary

Humankind Investments LLC reported AGCO CORP (AGCO) in 15 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.39% in 2024 Q3. The latest visible filing shows AGCO at 0.18% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AGCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Humankind Investments LLC'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
2025 Q3

AGCO was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 Humankind Investments LLC fund profile Humankind Investments LLC full holdings
How Humankind Investments LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 7,506 +14 +0.2% 0.18% $804K 2025-11-14 $103.95
2025 Q2 REDUCED 27.9% +4.9% ❌ 7,492 -2,893 -27.9% 0.19% $773K 2025-08-14 $110.27
2025 Q1 REDUCED — — — 10,385 -533 -4.9% 0.25% $961K 2025-05-14 $103.38
2024 Q4 REDUCED — — — 10,918 -10 -0.1% 0.26% $1.0M 2025-02-14 $96.81
2024 Q3 ADDED — — — 10,928 +2,635 +31.8% 0.39% $1.1M 2024-11-14 $90.58
2024 Q2 REDUCED 14.4% +0.3% ❌ 8,293 -1,400 -14.4% 0.22% $812K 2024-08-12 $83.11
2024 Q1 ADDED — — — 9,693 +1,344 +16.1% 0.32% $1.2M 2024-05-08 $108.65
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AGCO

As of 2026 Q2 — sorted by position size

SHAYNE & JACOBS, LLC 3Y 7Y 0.78% Arbejdsmarkedets Tillaegspension 0.61% Ninety One North America, Inc. 3Y 7Y 0.57% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.47% Baker Ellis Asset Management LLC 3Y 7Y 0.43% Oak Thistle LLC 3Y 0.24% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.22% BFSG, LLC 3Y 7Y 0.18% Olstein Capital Management, L.P. 3Y 7Y 0.16% Ninety One UK Ltd 3Y 7Y 0.16%

FAQ About Humankind Investments LLC and AGCO

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

How long has Humankind Investments LLC reported owning AGCO?

Humankind Investments LLC reported AGCO across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported AGCO position in Humankind Investments LLC's portfolio?

The largest reported portfolio weight for AGCO was 0.39% in 2024 Q3.

What is the latest reported AGCO position on this page?

The most recent filing on this page is 2025 Q3, when Humankind Investments LLC reported 7,506 shares, equal to 0.18% of portfolio, with an estimated market value of $804K.

What does the chart on this AGCO ownership page compare?

The chart compares Humankind Investments LLC'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 Humankind Investments LLC time their AGCO position?

Based on 13F filing dates vs. subsequent AGCO price moves, Humankind Investments LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on AGCO relative to SPY over the holding period was -15.4%.

← Back to Humankind Investments LLC Holdings