Which hedge funds own MOS? MOSAIC CO, Q2 2026 13F holders
58 tracked hedge funds disclosed a position in MOS (MOSAIC CO) in their Q2 2026 13F filings, worth $770.4m in total. The largest holder by portfolio weight is Lloyd Harbor Capital Management, LLC at 6.3% of its book. 18 opened a new position this quarter: Lloyd Harbor Capital Management, LLC, SailingStone Capital Partners LLC, Maple Rock Capital Partners Inc., ClearAlpha Technologies LP. 19 exited: Pinpoint Asset Management (Singapore) Pte. Ltd., Fox Run Management, L.L.C., GMT Capital Corp.
- 58
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 18
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 19
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $154m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $116m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $770m
- Combined value Sum of the holders' reported positions in the security.
- 4.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.3% | $1.1m |
| Fox Run Management, L.L.C. | 0.2% | $1.2m |
| GMT Capital Corp | 0.2% | $3.9m |
| ION Fund Management Ltd | 0.1% | $692k |
| Diametric Capital, LP | 0.10% | $369k |
| Concentric Capital Strategies, LP | 0.07% | $841k |
| Numerai GP LLC | 0.05% | $530k |
| Alyeska Investment Group, L.P. | 0.05% | $16.4m |
| Occudo Quantitative Strategies LP | 0.05% | $838k |
| Corsair Capital Management, L.P. | 0.05% | $306k |
| Arrowstreet Capital, Limited Partnership | 0.04% | $82.6m |
| Patton Fund Management, Inc. | 0.04% | $251k |
| Edgestream Partners, L.P. | 0.04% | $1.2m |
| Prelude Capital Management, LLC | 0.02% | $290k |
| Weiss Asset Management LP | 0.02% | $983k |
| Tudor Investment Corp ET AL | 0.01% | $2.3m |
| Graham Capital Management, L.P. | 0.01% | $286k |
| Maverick Capital Ltd | 0.01% | $769k |
| Schonfeld Strategic Advisors LLC | 0.01% | $810k |
Ownership over time
Who discovered MOS first? Beta
The run: Q1 2020 → Q1 2022, +515%
| Slate Path Capital LP high conviction | Q2 2019 | 5.5% | +5.6 pts |
| Greenhouse Funds LLLP | Q1 2020 | 2.5% | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.