Donald Smith & Co's MOS Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 4.62 M shares of The Mosaic Company (MOS) worth $111.35 M, representing 2.09% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Donald Smith & Co has maintained a strategic position in MOS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 3.62 M shares. Largest reduction occurred in Q1 2022, reducing 1.49 M shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's The Mosaic Company (MOS) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Mosaic Company (MOS) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +929,329 | Add 25.16% | 4.62 M | $24.09 |
| Q3 2025 | +747,432 | Add 25.37% | 3.69 M | $34.68 |
| Q2 2025 | -195,940 | Reduce 6.24% | 2.95 M | $36.48 |
| Q1 2025 | +3,459 | Add 0.11% | 3.14 M | $27.01 |
| Q4 2024 | +386,545 | Add 14.05% | 3.14 M | $24.58 |
| Q3 2024 | +668,347 | Add 32.08% | 2.75 M | $26.78 |
| Q2 2024 | +955,199 | Add 84.68% | 2.08 M | $28.90 |
| Q1 2024 | +530,325 | Add 88.73% | 1.13 M | $32.46 |
| Q4 2023 | +273,590 | Add 84.41% | 597,709 | $35.73 |
| Q3 2023 | +38 | Add 0.01% | 324,119 | $35.60 |
| Q2 2023 | -33 | Reduce 0.01% | 324,081 | $35.00 |
| Q1 2023 | -6,457 | Reduce 1.95% | 324,114 | $45.88 |
| Q4 2022 | -1,552 | Reduce 0.47% | 330,571 | $43.87 |
| Q3 2022 | -6 | Reduce 0.00% | 332,123 | $48.33 |
| Q2 2022 | -855,965 | Reduce 72.05% | 332,129 | $47.23 |
| Q1 2022 | -1.49 M | Reduce 55.63% | 1.19 M | $66.50 |
| Q4 2021 | -259,494 | Reduce 8.84% | 2.68 M | $39.29 |
| Q3 2021 | +2,155 | Add 0.07% | 2.94 M | $35.72 |
| Q2 2021 | +2,606 | Add 0.09% | 2.93 M | $31.91 |
| Q1 2021 | -1.21 M | Reduce 29.21% | 2.93 M | $31.61 |
| Q4 2020 | -550,240 | Reduce 11.73% | 4.14 M | $23.01 |
| Q3 2020 | -652,950 | Reduce 12.21% | 4.69 M | $18.27 |
| Q2 2020 | +15,988 | Add 0.30% | 5.35 M | $12.51 |
| Q1 2020 | +3.62 M | Add 212.54% | 5.33 M | $10.82 |
| Q4 2019 | +1.71 M | New Buy | 1.71 M | $21.64 |
Donald Smith & Co's The Mosaic Company Investment FAQs
Donald Smith & Co first purchased The Mosaic Company (MOS) in Q4 2019, acquiring 1,705,224 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held The Mosaic Company (MOS) for 25 quarters since Q4 2019.
Donald Smith & Co's largest addition to The Mosaic Company (MOS) was in Q1 2020, adding 5,329,551 shares worth $57.67 M.
According to the latest 13F filing for Q4 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 4,622,405 shares of The Mosaic Company (MOS), valued at approximately $111.35 M.
As of the Q4 2025 filing, The Mosaic Company (MOS) represents approximately 2.09% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in The Mosaic Company (MOS) was 5,345,539 shares, as reported at the end of Q2 2020.