Baker Avenue Asset Management, LP

Position in MOS — Mosaic Co

CIK 1432529 SAN FRANCISCO, CA

Back to MOS Full portfolio

Position in MOS

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$235,977

+$230,851 QoQ

Shares Held

9,254

+6326.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

5 quarters on record

Voting authority Sole 34% Shared 0% None 66%

Common Shares in MOS Over Time

Shares Held

Position Value (USD)

Derivatives in MOS

reported options exposure · as of Mar 31, 2023

CallValue

CallShares

PutValue

$1,605,800

PutShares

35,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Agricultural Inputs

Basic Materials · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $1,861,979 across 3 Agricultural Inputs names.

#	Ticker	Company	Shares	Value (USD)
1	CF	CF Industries Holdings, Inc.	8,973	$971,416
2	SMG	Scotts Miracle-Gro Co	6,949	$473,296
3	CTVA	Corteva, Inc.	4,927	$417,267

All Filings in MOS

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$235,977	9,254	+6326.4%	Shares	Sole	2026-05-12
2023-09-30	$5,126	144	+554.5%	Shares	Sole	2023-11-15
2023-06-30	$770	22	-15.4%	Shares	Sole	2023-08-14
2023-03-31	$1,192	26	0.0%	Shares	Sole	2023-05-16
2023-03-31	$1,605,800	35,000	—	Put	Sole	2023-05-16
2022-12-31	$1,140	26	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.