S&CO INC MOS — MOSAIC COMPANY

Ownership history in S&CO INC  ·  49 quarters on record

AI Ownership Summary

S&CO INC reported MOSAIC COMPANY (MOS) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.25% in 2023 Q4. The latest visible filing shows MOS at 1.46% 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 S&CO INC's position in MOSAIC COMPANY, 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
2025 Q4

MOS was reported at 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.25% 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 2025 Q4

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 S&CO INC fund profile S&CO INC full holdings
How S&CO INC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9.5% +6.7% ❌ 973,872 -101,946 -9.5% 1.46% $23.5M 2026-02-14 (Est.) $29.40
2025 Q3 REDUCED — — — 1,075,818 -55,775 -4.9% 2.28% $37.3M 2025-11-06 $24.49
2025 Q2 REDUCED — — — 1,131,593 -4,830 -0.4% 2.65% $41.3M 2025-08-07 $30.92
2025 Q1 ADDED — — — 1,136,423 +4,200 +0.4% 2.06% $30.7M 2025-05-08 $31.29
2024 Q4 REDUCED — — — 1,132,223 -45,716 -3.9% 1.89% $27.8M 2025-02-07 $25.81
2024 Q3 ADDED — — — 1,177,939 +1,035 +0.1% 2.06% $31.5M 2024-11-07 $27.03
2024 Q2 REDUCED — — — 1,176,904 -9,483 -0.8% 2.37% $34.0M 2024-08-08 $25.38
2024 Q1 ADDED — — — 1,186,387 +1,065 +0.1% 2.71% $38.5M 2024-05-09 $28.08
2023 Q4 ADDED — — — 1,185,322 +6,760 +0.6% 3.25% $42.4M 2024-02-12 $28.55
40 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% Goehring & Rozencwajg Associates, LLC 3Y 1.26% Sicart Associates LLC 3Y 7Y 1.2% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 1.17% Core Alternative Capital 3Y 0.9% Live Oak Private Wealth LLC 3Y 0.77% Alessandra Capital Management, LLC 0.54%

FAQ About S&CO INC and MOS

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

How long has S&CO INC reported owning MOS?

S&CO INC reported MOS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MOS position in S&CO INC's portfolio?

The largest reported portfolio weight for MOS was 3.25% in 2023 Q4.

What is the latest reported MOS position on this page?

The most recent filing on this page is 2025 Q4, when S&CO INC reported 973,872 shares, equal to 1.46% of portfolio, with an estimated market value of $23.5M.

What does the chart on this MOS ownership page compare?

The chart compares S&CO INC'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 S&CO INC time their MOS position?

Based on 13F filing dates vs. subsequent MOS price moves, S&CO INC correctly timed 23 out of 47 reported position changes (49%). The annualised alpha on MOS relative to SPY over the holding period was -17.1%.

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