MOS — THE MOSAIC CO

Ownership history in PACK Private Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which PACK Private Wealth, LLC reported a position in THE MOSAIC CO (MOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.86% (2021 Q4)
Avg. % of fund
0.78%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 7,092 — 0% 0.12% $246K $34.08
2025 Q2 REDUCED 7,092 -15,110 -68.1% 0.14% $259K $35.60
2022 Q3 REDUCED 22,202 -9,026 -28.9% 1.01% $1.1M $43.82
2022 Q2 ADDED 31,228 +27,030 +643.9% 1.35% $1.5M $42.72
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% of Fund (quarterly)    MOS price (monthly, adj. close)

Other funds also holding MOS

As of 2025 Q4 — sorted by position size

GATE CITY CAPITAL MANAGEMENT, LLC 5.65% AEGIS FINANCIAL CORP 3Y 7Y 4.9% TERRIL BROTHERS, INC. 3Y 7Y 4.81% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 3.93% COLRAIN CAPITAL LLC 3Y 7Y 3.48% Randolph Co Inc 3Y 7Y 3.19% Carolina Wealth Advisors, LLC 3Y 2.56% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.1% DONALD SMITH & CO., INC. 3Y 7Y 2.09% MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 2.04%
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