Goehring & Rozencwajg Associates, LLC / MOS
Goehring & Rozencwajg Associates, LLC’s Mosaic Co Position
Does Goehring & Rozencwajg Associates, LLC own Mosaic Co (MOS)? Yes — 922.3K shares worth $24M (+1.26% of its 13F portfolio) as of Q1 2026, up from 451.0K shares the prior filed quarter.
Position Value
$24M
Q1 2026
Shares
922.3K
% of Portfolio
+1.26%
Quarters Held
13
currently held
Position History MOS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 922.3K | $24M | +1.26% |
| Q4 2025 | 451.0K | $11M | +1.08% |
| Q3 2025 | 428.2K | $15M | +1.79% |
| Q2 2025 | 427.1K | $16M | +2.38% |
| Q1 2025 | 461.5K | $13M | +2.37% |
| Q4 2024 | 452.0K | $11M | +2.25% |
| Q3 2024 | 472.1K | $13M | +2.58% |
| Q2 2024 | 451.9K | $13M | +2.59% |
| Q1 2024 | 410.7K | $13M | +2.89% |
| Q4 2023 | 394.2K | $14M | +3.40% |
| Q3 2023 | 382.5K | $14M | +3.33% |
| Q2 2023 | 375.7K | $13M | +3.78% |
| Q1 2023 | 309.7K | $14M | +4.85% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Goehring & Rozencwajg Associates, LLC’s full portfolio or all institutional holders of MOS.