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Lloyd Harbor Capital Management’s The Mosaic Company MOS Stock Holding History

Lloyd Harbor Capital Management’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.4M Buy
+255,000
New +$5.89M 5.56% 8
2024
Q4 		– Sell
-360,000
Closed -$9.64M – 24
2024
Q3 		$9.64M Buy
+360,000
New +$9.91M 4% 10
2023
Q3 		– Sell
-130,000
Closed -$4.55M – 19
2023
Q2 		$4.55M Buy
130,000
+14,797
+13% +$572K 2.37% 13
2023
Q1 		$5.29M Buy
+115,203
New +$5.58M 3.73% 10

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Lloyd Harbor Capital Management's MOS Position: Q2 2026 in Review

Lloyd Harbor Capital Management opened a new position in The Mosaic Company (MOS) in Q2 2026: 255,000 shares worth $5.4M. The stake represents 5.56% of the portfolio and ranks #8 among its holdings. This is a return to the name: Lloyd Harbor Capital Management previously reported a position in MOS as recently as Q3 2024.

Lloyd Harbor Capital Management first reported a position in MOS in Q1 2023 and has held it in 4 quarters since. The position peaked at $9.64M in Q3 2024. 664 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Lloyd Harbor Capital Management held 255,000 shares of The Mosaic Company worth $5.4M as of Q2 2026.
  • The Mosaic Company was a new Lloyd Harbor Capital Management position in Q2 2026.
  • The Mosaic Company made up 5.56% of Lloyd Harbor Capital Management's portfolio in Q2 2026, its #8 holding.
  • Lloyd Harbor Capital Management first reported a position in The Mosaic Company in Q1 2023 and has held it in 4 quarters since.
  • Lloyd Harbor Capital Management's The Mosaic Company position peaked at $9.64M in Q3 2024.
  • 664 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Lloyd Harbor Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.