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    SEC Form SC 13G/A filed by Adecoagro S.A. (Amendment)

    2/13/24 6:50:03 AM ET
    $AGRO
    Farming/Seeds/Milling
    Consumer Staples
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    SC 13G/A 1 gmo-sch13g_18792.htm GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC / ADECOAGRO -- SCHEDULE 13GA(#1)

     

      

    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION

    Washington, D.C. 20549

     

     

     

    SCHEDULE 13G

     

     

    Under the Securities Exchange Act of 1934

      (Amendment No. 1) *

     

     

    Adecoagro SA

    (Name of Issuer)

       

    Common Stock

     

    (Title of Class of Securities)

      

    L00849106

     

    (CUSIP Number)

      

    December 31, 2023

     

    (Date of Event Which Requires Filing of This Statement)

     

     

     

    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

    ☒   Rule 13d-1(b)

    ☐   Rule 13d-1(c)

    ☐   Rule 13d-1(d)

    * The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.

    The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

     

     
     

    CUSIP No.  L00849106

    13G Page 2 of 5 Pages    

    1.  

    NAME OF REPORTING PERSONS

    I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS 

     

    Grantham, Mayo, Van Otterloo & Co. LLC       04-2691242

     

       
    2.  

    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

     

     

     

     

    (a) ☐

    (b) ☐

    3.  

    SEC USE ONLY

     

     

     

       
    4.  

    CITIZENSHIP OR PLACE OF ORGANIZATION

     

    Boston, Massachusetts USA 

      

       
    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY EACH
    REPORTING
    PERSON WITH
     

     5.

     

    SOLE VOTING POWER

     

    3,386,585

     

      6.  

    SHARED VOTING POWER

     

    0

     

      7.  

    SOLE DISPOSITIVE POWER

     

    3,386,585

     

      8.  

    SHARED DISPOSITIVE POWER

     

    0

     

    9.  

    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

     

    3,386,585

     

       
    10.  

    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES

     

     

     

       ☐
    11.  

    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

      

    3.14%

     

       

     12.

     

    TYPE OF REPORTING PERSON

       

    IA

     

       

     

     
     

    CUSIP No.  L00849106

    13G Page 3 of 5 Pages    

     

     

    Item 1(a). Name of Issuer

     

    Adecoagro SA

     

     

     

    Item 1(b). Address of Issuer's Principal Executive Offices

     

    Vertigo Naos Building

    6, Rue EugEne Ruppert

    Luxembourg City 2453

    Luxembourg

     

     

     

    Item 2(a). Name of Person Filing

     

    GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC

     

     

     

    Item 2(b). Address of the Principal Office or, if none, Residence

     

    53 State Street, Suite 3300

    Boston, MA 02109

     

     

     

    Item 2(c). Citizenship

     

    USA

     

     

     

    Item 2(d). Title of Class of Securities

     

    Common Stock

     

     

     

    Item 2(e). CUSIP Number

     

    L00849106

     

     

      

    Item 3. If this statement is filed pursuant to §§240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:

     

    (a)  ☐ Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o);

     

    (b)  ☐ Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c);
     
    (c)  ☐ Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c);
     
    (d)  ☐ Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
     
    (e)  ☒ An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E);
     
    (f)  ☐ An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F);
     
    (g)  ☐ A parent holding company or control person in accordance with §240.13d-1(b)(1)(ii)(G);
     
    (h)  ☐ A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
     
    (i)  ☐

    A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);

     

      (j) ☐  Group, in accordance with §240.13d-1(b)(1)(ii)(J)
     

     
     

    CUSIP No.  L00849106

    13G Page 4 of 5 Pages    

     

     

    Item 4. Ownership

     

    Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.

    (a)       Amount beneficially owned:   3,386,585

    (b)       Percent of Class:   3.14%

    (c)       Number of shares as to which the person has:

    (i)     Sole power to vote or to direct the vote:    3,386,585

    (ii)    Shared power to vote or to direct the vote:     0

    (iii)   Sole power to dispose or to direct the disposition of:    3,386,585

    (iv)   Shared power to dispose or to direct the disposition of:     0

     

    Instruction. For computations regarding securities which represent a right to acquire an underlying security see §240.13d-3(d)(1).

     

     

    Item 5. Ownership of Five Percent or Less of a Class

    If this statement is being filed to report the fact that as of the date herof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following:   ☒

     

    Instruction. Dissolution of a group requires a response to this item.

     

      

    Item 6. Ownership of More than Five Percent on Behalf of Another Person

     

    Not applicable.

     

     

     

    Item 7. Identification and Classification of the Subsidiary Which Acquired the Security being Reported on by the Parent Holding Company

     

    Not applicable.

     

     

     

    Item 8. Identification and Classification of Members of the Group

     

    Not applicable.

     

     

     

    Item 9. Notice of Dissolution of Group

     

    Not applicable.

     

     

     

    Item 10. Certification

     

    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a–11.

     

     

     
     

    CUSIP No.  L00849106

    13G Page 5 of 5 Pages    

     

     

    SIGNATURE

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     

     

    February 13, 2024
    Date
     
     
    /s/ Gregory L. Pottle
    Signature
     
     
    Gregory L. Pottle, Chief Compliance Officer
    Name/Title

     

     

     

     

     

     

     

     

     

     

     

     

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