Joel Greenblatt’s MOS Holdings & Trades

First Buy
Q2 2015
Duration Held
42 Quarters
Largest Add
Q3 2024
+595,447 Shares
Current Position
437,214 Shares
$15.16 M Value

Joel Greenblatt's MOS Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 437,214 shares of The Mosaic Company (MOS) worth $15.16 M, representing 0.07% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 42 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MOS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 595,447 shares. Largest reduction occurred in Q1 2025, reducing 282,532 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's The Mosaic Company (MOS) Holding Value Over Time

Track share changes against reported price movement

Quarterly The Mosaic Company (MOS) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2015 +208,877 New Buy 208,877 $46.85
Q3 2015 -186,379 Reduce 89.23% 22,498 $31.11
Q4 2015 -22,498 Sold Out 22,498 $31.11
Q3 2016 +9,009 New Buy 9,009 $24.42
Q4 2016 -9,009 Sold Out 9,009 $24.42
Q4 2018 +118,359 New Buy 118,359 $29.21
Q1 2019 -57,495 Reduce 48.58% 60,864 $27.31
Q2 2019 -60,864 Sold Out 60,864 $27.31
Q4 2019 +216,134 New Buy 216,134 $21.64
Q1 2020 +127,190 Add 58.85% 343,324 $10.82
Q2 2020 -343,324 Sold Out 343,324 $10.82
Q3 2020 +331,924 New Buy 331,924 $18.27
Q4 2020 -147,295 Reduce 44.38% 184,629 $23.01
Q1 2021 -77,350 Reduce 41.89% 107,279 $31.61
Q2 2021 +96,010 Add 89.50% 203,289 $31.91
Q3 2021 -18,128 Reduce 8.92% 185,161 $35.72
Q4 2021 -122,647 Reduce 66.24% 62,514 $39.29
Q1 2022 -29,126 Reduce 46.59% 33,388 $66.49
Q2 2022 +49,192 Add 147.33% 82,580 $47.23
Q3 2022 +120,459 Add 145.87% 203,039 $48.33
Q4 2022 -9,531 Reduce 4.69% 193,508 $43.87
Q1 2023 +15,185 Add 7.85% 208,693 $45.88
Q2 2023 +83,610 Add 40.06% 292,303 $35.00
Q3 2023 -15,903 Reduce 5.44% 276,400 $35.60
Q4 2023 -28,948 Reduce 10.47% 247,452 $35.73
Q1 2024 -69,105 Reduce 27.93% 178,347 $32.46
Q2 2024 +18,674 Add 10.47% 197,021 $28.90
Q3 2024 +595,447 Add 302.23% 792,468 $26.78
Q4 2024 -258,985 Reduce 32.68% 533,483 $24.58
Q1 2025 -282,532 Reduce 52.96% 250,951 $27.01
Q2 2025 +238,884 Add 95.19% 489,835 $36.48
Q3 2025 -52,621 Reduce 10.74% 437,214 $34.68

Joel Greenblatt's The Mosaic Company Investment FAQs

Joel Greenblatt first purchased The Mosaic Company (MOS) in Q2 2015, acquiring 208,877 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held The Mosaic Company (MOS) for 42 quarters since Q2 2015.

Joel Greenblatt's largest addition to The Mosaic Company (MOS) was in Q3 2024, adding 792,468 shares worth $21.22 M.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 437,214 shares of The Mosaic Company (MOS), valued at approximately $15.16 M.

As of the Q3 2025 filing, The Mosaic Company (MOS) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in The Mosaic Company (MOS) was 792,468 shares, as reported at the end of Q3 2024.