AGCO 주식회사
MX ˙ BMV ˙ US0010841023
SecurityMX:AGCO / AGCO Corporation
InstitutionDavis Selected Advisers
Latest Disclosed Ownership2,086,643 shares
Latest Disclosed Value $ 241,781,462
Davis Selected Advisers reports 1.85% increase in ownership of AGCO / AGCO Corporation

On May 7, 2026 - Davis Selected Advisers filed a 13F-HR form disclosing ownership of 2,086,643 shares of AGCO Corporation (MX:AGCO) valued at $241,781,462 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,048,835 shares of AGCO Corporation. This represents a change in shares of 1.85% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F AGCO Common Stock 001084102 2,086,643 37,808 1.85 241,781 13.12 1.1100
2026-02-02 2025-12-31 13F AGCO Common Stock 001084102 2,048,835 235,913 13.01 213,736 10.11 0.9606
2025-12-29 2025-09-30 13F/A-1 AGCO Common Stock 001084102 1,812,922 8,358 0.46 194,110 4.27 1.0134
2025-11-12 2025-09-30 13F AGCO Common Stock 001084102 1,812,922 8,358 194,110 1.0134
2025-08-08 2025-06-30 13F AGCO Common 001084102 1,804,564 -222,702 -10.99 186,159 -0.80 0.9954
2025-05-12 2025-03-31 13F AGCO Common 001084102 2,027,266 35,909 1.80 187,664 0.81 1.0817
2025-02-07 2024-12-31 13F AGCO Common 001084102 1,991,357 -50,624 -2.48 186,152 -6.84 1.0819
2024-11-08 2024-09-30 13F AGCO Common 001084102 2,041,981 684,348 50.41 199,828 50.38 1.1209
2024-08-07 2024-06-30 13F AGCO Common 001084102 1,357,633 974 0.07 132,885 -20.38 0.7719
2024-05-14 2024-03-31 13F/A-1 AGCO Common 001084102 1,356,659 -155,504 -10.28 166,896 -9.09 0.9354
2024-05-13 2024-03-31 13F AGCO Common 001084102 1,356,659 -155,504 166,896 0.9354
2024-02-12 2023-12-31 13F AGCO Common 001084102 1,512,163 1,512,163 183,594 1.0374
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.