Bioceres Crop Solutions
BIOX on Nasdaq. Market value $22m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 28 funds in all.
Largest holders overall
- Solel Partners LP$2m
- Mirae Asset Global Etfs Holdings$492,319Added
- Long Focus Capital Management$290,495
- Ardsley Advisory Partners LP$166,298
- UBS Group AG$142,897Added
- Susquehanna International Group, LLP$74,547
- PNC Financial Services Group$46,550
- Goldman Sachs Group$45,319Added
- Ping Capital Management$19,256
- Jane Street Group$12,697Added
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
4 investors own more than 5%.
- Jasper Lake Ventures One LLCat least 12.1%+0.2 pts(filed with 1 related holder)Since 20 January 2026
What they said
On January 20, 2026, Jasper Lake, together with other holders of the Issuer's notes, foreclosed on all of the assets of the Issuer's subsidiary Pro Farm Group, Inc. for an aggregate credit bid of $15,00,000.
Read the filing - Bioceres Group Limitedat least 10.0%−9.9 pts(filed with 1 related holder)Since 28 October 2025
What they said
The purpose of the Transaction was to fund the payment of financial obligations which were due. As a result of the Transaction, the Shares owned by the Reporting Persons, which are not subject to the shareholders' agreement described under Item 6 of the Schedule 13D, decreased…
Read the filing - Fourth Sail Capital LPPassive investorat least 6.8%−0.5 pts(filed with 5 related holders)Since 31 December 2025
- Agriculture Investment Group Corp.Passive investorat least 5.8%−1.1 pts(filed with 1 related holder)Since 2 July 2026
What they said
Except as described in Item 4 to this Schedule 13D, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the actions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D, although, subject to the agreements…
Read the filing - DRACO I LATAM SPC LTDPassive investorSold down below 5%Since 31 December 2025
- BAF Latam Credit Fund B.V.Passive investorSold down below 5%Since 9 September 2025
- THEO I SCSpSold down below 5%Since 17 September 2025
What they said
The purpose of the Transaction was to fund the payment of financial obligations which were due. As a result of the Transaction, the Shares owned by the Reporting Persons, which are not subject to the shareholders' agreement described under Item 6 of the Schedule 13D, decreased…
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
Jasper Lake Ventures One LLC | at least 12.1%+0.2 pts (filed with 1 related holder) | 20 January 2026 | What they saidOn January 20, 2026, Jasper Lake, together with other holders of the Issuer's notes, foreclosed on all of the assets of the Issuer's subsidiary Pro Farm Group, Inc. for an aggregate credit bid of $15,00,000. Read the filing |
Bioceres Group Limited | at least 10.0%−9.9 pts (filed with 1 related holder) | 28 October 2025 | What they saidThe purpose of the Transaction was to fund the payment of financial obligations which were due. As a result of the Transaction, the Shares owned by the Reporting Persons, which are not subject to the shareholders' agreement described under Item 6 of the Schedule 13D, decreased… Read the filing |
Fourth Sail Capital LP Passive investor | at least 6.8%−0.5 pts (filed with 5 related holders) | 31 December 2025 | |
Agriculture Investment Group Corp. Passive investor | at least 5.8%−1.1 pts (filed with 1 related holder) | 2 July 2026 | What they saidExcept as described in Item 4 to this Schedule 13D, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the actions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D, although, subject to the agreements… Read the filing |
DRACO I LATAM SPC LTD Passive investor | Sold down below 5% | 31 December 2025 | |
BAF Latam Credit Fund B.V. Passive investor | Sold down below 5% | 9 September 2025 | |
THEO I SCSp | Sold down below 5% | 17 September 2025 | What they saidThe purpose of the Transaction was to fund the payment of financial obligations which were due. As a result of the Transaction, the Shares owned by the Reporting Persons, which are not subject to the shareholders' agreement described under Item 6 of the Schedule 13D, decreased… Read the filing |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
Bioceres Crop Solutions doesn’t file a US annual report (10-K), so we haven’t checked it.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.