Jeremy Grantham's MOS Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 7,076 shares of The Mosaic Company (MOS) worth $245,396, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in MOS, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 2.33 M shares. Largest reduction occurred in Q4 2023, reducing 1.81 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's The Mosaic Company (MOS) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Mosaic Company (MOS) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +11,901 | Add 0.00% | 11,900 | $53.78 |
| Q3 2013 | +7,000 | Add 58.82% | 18,900 | $43.02 |
| Q4 2013 | -1,900 | Reduce 10.05% | 17,000 | $47.29 |
| Q1 2014 | -17,000 | Sold Out | 17,000 | $47.29 |
| Q3 2015 | +18,000 | New Buy | 18,000 | $31.11 |
| Q4 2015 | +16,704 | Add 92.80% | 34,704 | $27.58 |
| Q1 2016 | +13,400 | Add 38.61% | 48,104 | $27.00 |
| Q2 2016 | +19,800 | Add 41.16% | 67,904 | $26.18 |
| Q3 2016 | +2,300 | Add 3.39% | 70,204 | $24.46 |
| Q4 2016 | +21,000 | Add 29.91% | 91,204 | $29.33 |
| Q1 2017 | +3,000 | Add 3.29% | 94,204 | $29.18 |
| Q2 2017 | +37,556 | Add 39.87% | 131,760 | $22.83 |
| Q3 2017 | -90,100 | Reduce 68.38% | 41,660 | $21.58 |
| Q4 2017 | -33,760 | Reduce 81.04% | 7,900 | $25.70 |
| Q1 2018 | -7,900 | Sold Out | 7,900 | $25.70 |
| Q3 2018 | +55,700 | New Buy | 55,700 | $32.48 |
| Q4 2018 | +9,900 | Add 17.77% | 65,600 | $29.21 |
| Q1 2019 | +79,500 | Add 121.19% | 145,100 | $27.31 |
| Q2 2019 | +29,100 | Add 20.06% | 174,200 | $25.03 |
| Q3 2019 | +1.28 M | Add 737.31% | 1.46 M | $20.50 |
| Q4 2019 | -3,000 | Reduce 0.21% | 1.46 M | $21.64 |
| Q1 2020 | +2.33 M | Add 160.33% | 3.79 M | $10.82 |
| Q2 2020 | -693,342 | Reduce 18.30% | 3.1 M | $12.51 |
| Q3 2020 | -907,008 | Reduce 29.30% | 2.19 M | $18.27 |
| Q4 2020 | -625,736 | Reduce 28.59% | 1.56 M | $23.01 |
| Q1 2021 | -902,415 | Reduce 57.73% | 660,848 | $31.61 |
| Q2 2021 | +2.21 M | Add 334.85% | 2.87 M | $31.91 |
| Q3 2021 | -189,081 | Reduce 6.58% | 2.68 M | $35.72 |
| Q4 2021 | -1.01 M | Reduce 37.74% | 1.67 M | $39.29 |
| Q1 2022 | -610,851 | Reduce 36.55% | 1.06 M | $66.50 |
| Q2 2022 | +706,663 | Add 66.63% | 1.77 M | $47.23 |
| Q3 2022 | +591,951 | Add 33.49% | 2.36 M | $48.33 |
| Q4 2022 | +145,600 | Add 6.17% | 2.5 M | $43.87 |
| Q1 2023 | -237,950 | Reduce 9.50% | 2.27 M | $45.88 |
| Q2 2023 | +870,874 | Add 38.42% | 3.14 M | $35.00 |
| Q3 2023 | -490,742 | Reduce 15.64% | 2.65 M | $35.60 |
| Q4 2023 | -1.81 M | Reduce 68.49% | 833,946 | $35.73 |
| Q1 2024 | -448,577 | Reduce 53.79% | 385,369 | $32.46 |
| Q2 2024 | +356,986 | Add 92.63% | 742,355 | $28.90 |
| Q3 2024 | +55,482 | Add 7.47% | 797,837 | $26.78 |
| Q4 2024 | -65,824 | Reduce 8.25% | 732,013 | $24.58 |
| Q1 2025 | -194,118 | Reduce 26.52% | 537,895 | $27.01 |
| Q2 2025 | -537,895 | Sold Out | 537,895 | $27.01 |
| Q3 2025 | +7,076 | New Buy | 7,076 | $34.68 |
Jeremy Grantham's The Mosaic Company Investment FAQs
Jeremy Grantham first purchased The Mosaic Company (MOS) in Q2 2013, acquiring 11,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held The Mosaic Company (MOS) for 50 quarters since Q2 2013.
Jeremy Grantham's largest addition to The Mosaic Company (MOS) was in Q1 2020, adding 3,789,349 shares worth $41 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 7,076 shares of The Mosaic Company (MOS), valued at approximately $245,396.
As of the Q3 2025 filing, The Mosaic Company (MOS) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in The Mosaic Company (MOS) was 3,789,349 shares, as reported at the end of Q1 2020.