Ruffer LLP’s The Mosaic Company MOS Stock Holding History

Ruffer LLP’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
2025 Q2	–	Sell	-1,381,628	Closed	-$37.3M	–	119
2025 Q1	$37.3M	Sell	1,381,628 -301,960	-18%	-$7.99M	1.44%	20
2024 Q4	$41.4M	Sell	1,683,588 -262,700	-13%	-$6.87M	1.49%	20
2024 Q3	$52.1M	Buy	+1,946,288	New	+$53.6M	1.64%	20
2023 Q2	–	Sell	-1,578,354	Closed	-$72.4M	–	82
2023 Q1	$72.4M	Buy	+1,578,354	New	+$76.4M	2.51%	14
2016 Q1	–	Sell	-15,000	Closed	-$414K	–	89
2015 Q4	$414K	Hold	15,000	–	–	0.02%	85
2015 Q3	$467K	Sell	15,000 -25,000	-63%	-$1.03M	0.02%	79
2015 Q2	$1.87M	Hold	40,000	–	–	0.08%	54
2015 Q1	$1.84M	Hold	40,000	–	–	0.08%	53
2014 Q4	$1.83M	Sell	40,000 -40,000	-50%	-$1.77M	0.06%	56
2014 Q3	$3.55M	Hold	80,000	–	–	0.13%	38
2014 Q2	$3.94M	Buy	80,000 +30,000	+60%	+$1.48M	0.13%	37
2014 Q1	$2.5M	Hold	50,000	–	–	0.08%	44
2013 Q4	$2.36M	Buy	+50,000	New	+$2.32M	0.08%	43

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ruffer LLP's MOS Position: Q2 2025 in Review

Ruffer LLP sold out of The Mosaic Company (MOS) in Q2 2025, closing a stake of 1,381,628 shares — an estimated $37.3M sold.

Ruffer LLP first reported a position in MOS in Q4 2013 and held it in 13 quarters. The position peaked at $72.4M in Q1 2023. 706 funds tracked by Wall St. Rank hold MOS as of Q2 2025.

Ruffer LLP reported no remaining The Mosaic Company position as of Q2 2025 after selling out during the quarter.
Ruffer LLP sold 1,381,628 The Mosaic Company shares in Q2 2025, an estimated $37.3M.
Ruffer LLP first reported a position in The Mosaic Company in Q4 2013 and held it in 13 quarters.
Ruffer LLP's The Mosaic Company position peaked at $72.4M in Q1 2023.
706 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2025.

Based on Ruffer LLP's 13F filing for Q2 2025, filed 16 Jul 2025.