MOS — MOSAIC CO NEW

Ownership history in USA FINANCIAL FORMULAS  ·  10 quarters on record

This page tracks every 13F SEC filing in which USA FINANCIAL FORMULAS reported a position in MOSAIC CO NEW (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
1.2% (2022 Q2)
Avg. % of fund
0.42%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 17,470 -787 -4.3% 0.11% $606K $34.08
2025 Q2 ADDED 18,257 +18,244 +140338.5% 0.11% $666K $35.60
2023 Q3 UNCHANGED 13 — 0% 0.00% $596 $33.04
2022 Q3 REDUCED 13 -16,870 -99.9% 0.00% $1K $43.82
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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