SailingStone Capital Partners’s The Mosaic Company MOS Stock Holding History

SailingStone Capital Partners’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	$25.2M	Buy	+1,187,332	New	+$27.4M	4.71%	8
2022 Q4	–	Sell	-63	Closed	-$3K	–	34
2022 Q3	$3K	Buy	+63	New	+$3.26K	﹤0.01%	13
2015 Q4	–	Sell	-2,145,142	Closed	-$66.7M	–	16
2015 Q3	$66.7M	Sell	2,145,142 -2,467,920	-53%	-$102M	2.05%	13
2015 Q2	$216M	Sell	4,613,062 -582,248	-11%	-$26.4M	4.67%	10
2015 Q1	$239M	Sell	5,195,310 -1,920,127	-27%	-$93.7M	5.39%	8
2014 Q4	$325M	Sell	7,115,437 -1,775,498	-20%	-$78.7M	8.23%	4
2014 Q3	$395M	Buy	+8,890,935	New	+$418M	7.47%	5

Other funds holding MOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SailingStone Capital Partners's MOS Position: Q2 2026 in Review

SailingStone Capital Partners opened a new position in The Mosaic Company (MOS) in Q2 2026: 1,187,332 shares worth $25.2M. The stake represents 4.71% of the portfolio and ranks #8 among its holdings. This is a return to the name: SailingStone Capital Partners previously reported a position in MOS as recently as Q3 2022.

SailingStone Capital Partners first reported a position in MOS in Q3 2014 and has held it in 7 quarters since. The position peaked at $395M in Q3 2014. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

SailingStone Capital Partners held 1,187,332 shares of The Mosaic Company worth $25.2M as of Q2 2026.
The Mosaic Company was a new SailingStone Capital Partners position in Q2 2026.
The Mosaic Company made up 4.71% of SailingStone Capital Partners's portfolio in Q2 2026, its #8 holding.
SailingStone Capital Partners first reported a position in The Mosaic Company in Q3 2014 and has held it in 7 quarters since.
SailingStone Capital Partners's The Mosaic Company position peaked at $395M in Q3 2014.
666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on SailingStone Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.