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Goehring & Rozencwajg Associates, LLC

Position in MOS — Mosaic Co

CIK 1863154 NEW YORK, NY

Position in MOS

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$23,518,777
+$12,653,079 QoQ
Shares Held
922,305
+104.5% QoQ
Ownership
0.290%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 92.07865077170784.ToString("F0")% Shared 0.ToString("F0")% None 7.92134922829216.ToString("F0")%

Common Shares in MOS Over Time

Shares Held

Position Value (USD)

Position in Agricultural Inputs

Basic Materials · as of Mar 31, 2026

Goehring & Rozencwajg Associates, LLC holds $96,992,593 across 3 Agricultural Inputs names. MOS ranks #2 (24.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MOS
Mosaic Co
This page
922,305 $23,518,777

All Filings in MOS

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14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $23,518,777 922,305
2025-12-31 $10,865,698 451,046
2025-09-30 $14,850,322 428,210
2025-06-30 $15,579,805 427,078
2025-03-31 $12,465,033 461,497
2024-12-31 $11,109,643 451,979
2024-09-30 $12,641,686 472,057
2024-06-30 $13,059,216 451,876
2024-03-31 $13,330,542 410,676
2023-12-31 $14,085,873 394,231
2023-09-30 $13,615,255 382,451
2023-06-30 $13,150,585 375,731
2023-03-31 $14,209,815 309,717
2022-12-31 $12,875,976 293,503