Ridgewood Investments LLC MOS — MOSAIC CO NEW

Ownership history in Ridgewood Investments LLC  ·  17 quarters on record

AI Ownership Summary

Ridgewood Investments LLC reported MOSAIC CO NEW (MOS) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2023 Q4. The latest visible filing shows MOS at 0.19% 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 MOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ridgewood Investments LLC's position in MOSAIC CO NEW, 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
2026 Q1

MOS was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

MOS stock page Ridgewood Investments LLC fund profile Ridgewood Investments LLC full holdings
How Ridgewood Investments LLC held MOS — position size vs. price
% of Fund (quarterly)    MOS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 14 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 17,908 +6,605 +58.4% 0.19% $457K 2026-05-15 (Est.) $24.00
2025 Q3 ADDED — — — 11,303 +2,968 +35.6% 0.13% $304K 2025-10-30 $27.23
2025 Q2 ADDED — — — 8,335 +5,335 +177.8% 0.13% $304K 2025-07-14 $35.18
2025 Q2 REDUCED 90.0% -4.2% ✅ 3,000 -26,907 -90.0% 0.01% $20K 2025-07-14 $35.18
2025 Q1 ADDED — — — 29,907 +25,907 +647.7% 0.33% $712K 2025-05-07 $30.62
2024 Q4 REDUCED 85.0% +10.9% ❌ 4,000 -22,744 -85.0% 0.00% $10K 2025-01-10 $23.87
2024 Q4 ADDED — — — 26,744 +24,744 +1237.2% 0.32% $657K 2025-01-10 $23.87
2024 Q3 REDUCED 92.1% -9.7% ✅ 2,000 -23,245 -92.1% 0.00% $4K 2024-10-04 $25.68
2024 Q3 REDUCED 9.6% -9.7% ✅ 25,245 -2,677 -9.6% 0.34% $676K 2024-10-04 $25.68
2024 Q2 ADDED — — — 27,922 +25,922 +1296.1% 0.40% $807K 2024-07-29 $27.64
2024 Q2 UNCHANGED — — — 2,000 — 0% 0.00% $6K 2024-07-29 $27.64
2024 Q1 REDUCED 92.2% -13.2% ✅ 2,000 -23,722 -92.2% 0.01% $11K 2024-04-10 $30.71
2024 Q1 ADDED — — — 25,722 +1,431 +5.9% 0.44% $835K 2024-04-10 $30.71
2023 Q4 REDUCED — — — 24,291 -521 -2.1% 0.51% $868K 2024-01-11 $31.14
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MOS

As of 2026 Q1 — sorted by position size

ABBINGTON INVESTMENT GROUP 5.66% Randolph Co Inc 3Y 7Y 3.36% Sage Capital Advisors,llc 3Y 7Y 2.13% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 1.96% Sicart Associates LLC 3Y 7Y 1.2% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 1.17% Live Oak Private Wealth LLC 3Y 0.77% Verity Asset Management, Inc. 3Y 7Y 0.44% PKO BP BANKOWY Universal Pension Society JSC 0.42% Hickory Point Bank & Trust 0.34%

FAQ About Ridgewood Investments LLC and MOS

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

How long has Ridgewood Investments LLC reported owning MOS?

Ridgewood Investments LLC reported MOS across 14 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MOS position in Ridgewood Investments LLC's portfolio?

The largest reported portfolio weight for MOS was 0.51% in 2023 Q4.

What is the latest reported MOS position on this page?

The most recent filing on this page is 2026 Q1, when Ridgewood Investments LLC reported 17,908 shares, equal to 0.19% of portfolio, with an estimated market value of $457K.

What does the chart on this MOS ownership page compare?

The chart compares Ridgewood Investments LLC's quarterly MOS 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 Ridgewood Investments LLC time their MOS position?

Based on 13F filing dates vs. subsequent MOS price moves, Ridgewood Investments LLC correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on MOS relative to SPY over the holding period was -24.3%.

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