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Moerus Capital Management’s Nutrien NTR Stock Holding History

Moerus Capital Management’s Portfolio NTR Stock Details NTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.2M Buy
599,236
+79,447
+15% +$5.67M 16.7% 2
2025
Q4 		$32.1M Sell
519,789
-75,832
-13% -$4.46M 13.83% 3
2025
Q3 		$35M Buy
595,621
+29,665
+5% +$1.73M 14.21% 3
2025
Q2 		$33M Sell
565,956
-92,997
-14% -$5.25M 14.07% 3
2025
Q1 		$32.7M Buy
658,953
+18,451
+3% +$944K 14.64% 2
2024
Q4 		$28.7M Buy
640,502
+72,061
+13% +$3.42M 10.46% 6
2024
Q3 		$27.3M Sell
568,441
-39,561
-7% -$1.91M 10.03% 5
2024
Q2 		$31M Buy
608,002
+46,911
+8% +$2.57M 11.17% 4
2024
Q1 		$30.5M Buy
561,091
+32,886
+6% +$1.71M 9.55% 5
2023
Q4 		$29.8M Buy
528,205
+42,831
+9% +$2.42M 8.96% 7
2023
Q3 		$30M Sell
485,374
-53,784
-10% -$3.4M 9.89% 7
2023
Q2 		$31.8M Buy
539,158
+180,593
+50% +$11.5M 9.32% 7
2023
Q1 		$26.5M Sell
358,565
-26,882
-7% -$2.07M 8.01% 8
2022
Q4 		$28.1M Buy
385,447
+78,373
+26% +$6.19M 8.47% 7
2022
Q3 		$25.6M Sell
307,074
-50,234
-14% -$4.32M 10.88% 6
2022
Q2 		$28.5M Sell
357,308
-204,693
-36% -$19.9M 10.04% 6
2022
Q1 		$58.4M Buy
562,001
+130,243
+30% +$10.8M 16.19% 1
2021
Q4 		$32.5M Sell
431,758
-3,309
-0.8% -$232K 14.13% 2
2021
Q3 		$28.2M Sell
435,067
-58,836
-12% -$3.6M 13.08% 2
2021
Q2 		$29.9M Sell
493,903
-191,823
-28% -$11.3M 13.75% 2
2021
Q1 		$37M Sell
685,726
-57,352
-8% -$3.12M 13.83% 3
2020
Q4 		$35.8M Buy
743,078
+11,574
+2% +$512K 14.02% 3
2020
Q3 		$28.7M Buy
731,504
+52,200
+8% +$1.9M 13.99% 3
2020
Q2 		$21.8M Sell
679,304
-85,913
-11% -$2.99M 12.14% 4
2020
Q1 		$26M Buy
765,217
+183,781
+32% +$7.36M 12.69% 4
2019
Q4 		$27.9M Sell
581,436
-63,086
-10% -$3.05M 9.02% 6
2019
Q3 		$32.1M Buy
644,522
+4,355
+0.7% +$222K 10.95% 5
2019
Q2 		$34.2M Sell
640,167
-2,039
-0.3% -$106K 10.62% 5
2019
Q1 		$33.9M Buy
642,206
+54,763
+9% +$2.85M 10.04% 6
2018
Q4 		$27.6M Buy
+587,443
New +$30.6M 9.02% 4

Other funds holding NTR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moerus Capital Management's NTR Position: Q1 2026 in Review

Moerus Capital Management increased its Nutrien (NTR) stake by 15% in Q1 2026, buying an estimated $5.67M and bringing the position to 599,236 shares worth $45.2M. The position accounts for 16.7% of the portfolio, ranked #2.

Moerus Capital Management first reported a position in NTR in Q4 2018 and has held it in 30 quarters since. The position peaked at $58.4M in Q1 2022. 748 funds tracked by Wall St. Rank hold NTR as of Q1 2026.

  • Moerus Capital Management held 599,236 shares of Nutrien worth $45.2M as of Q1 2026.
  • Moerus Capital Management bought 79,447 Nutrien shares in Q1 2026, an estimated $5.67M.
  • Nutrien made up 16.7% of Moerus Capital Management's portfolio in Q1 2026, its #2 holding.
  • Moerus Capital Management first reported a position in Nutrien in Q4 2018 and has held it in 30 quarters since.
  • Moerus Capital Management's Nutrien position peaked at $58.4M in Q1 2022.
  • 748 funds tracked by Wall St. Rank held Nutrien as of Q1 2026.

Based on Moerus Capital Management's 13F filing for Q1 2026, filed 14 May 2026.