Position in MOS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$24,982,077
+$1,463,300 QoQ
Shares Held
1,178,956
+27.8% QoQ
Ownership
0.371%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#40
of 656 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MOS Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026Goehring & Rozencwajg Associates, LLC holds $126,339,570 across 3 Agricultural Inputs names. MOS ranks #2 (19.8% of the industry book) .
All Filings in MOS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,982,077 | 1,178,956 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $23,518,777 | 922,305 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,865,698 | 451,046 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,850,322 | 428,210 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,579,805 | 427,078 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,465,033 | 461,497 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,109,643 | 451,979 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $12,641,686 | 472,057 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,059,216 | 451,876 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,330,542 | 410,676 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,085,873 | 394,231 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,615,255 | 382,451 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,150,585 | 375,731 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,209,815 | 309,717 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,875,976 | 293,503 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||