Lee Ainslie's MOS Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 30,159 shares of The Mosaic Company (MOS) worth $769,055, representing 0.01% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in MOS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 30,159 shares. Largest reduction occurred in Q3 2021, reducing 29,115 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's The Mosaic Company (MOS) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Mosaic Company (MOS) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +30,159 | New Buy | 30,159 | $25.50 |
| Q3 2023 | -21,916 | Sold Out | 0 | $0.00 |
| Q2 2023 | +4,516 | Add 25.95% | 21,916 | $35.00 |
| Q1 2023 | +10,561 | Add 154.42% | 17,400 | $45.88 |
| Q4 2022 | +1,893 | Add 38.27% | 6,839 | $43.87 |
| Q3 2022 | +4,946 | New Buy | 4,946 | $48.32 |
| Q2 2022 | -3,753 | Sold Out | 0 | $0.00 |
| Q1 2022 | +3,753 | New Buy | 3,753 | $66.61 |
| Q3 2021 | -29,115 | Sold Out | 0 | $0.00 |
| Q2 2021 | +28,540 | Add 4963.48% | 29,115 | $31.91 |
| Q1 2021 | -200 | Reduce 25.81% | 575 | $31.30 |
| Q4 2020 | +775 | New Buy | 775 | $23.23 |
Lee Ainslie's The Mosaic Company Investment FAQs
Lee Ainslie first purchased The Mosaic Company (MOS) in Q4 2020, acquiring 775 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held The Mosaic Company (MOS) for 12 quarters since Q4 2020.
Lee Ainslie's largest addition to The Mosaic Company (MOS) was in Q1 2026, adding 30,159 shares worth $769,055.
According to the latest 13F filing for Q1 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 30,159 shares of The Mosaic Company (MOS), valued at approximately $769,055.
As of the Q1 2026 filing, The Mosaic Company (MOS) represents approximately 0.01% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in The Mosaic Company (MOS) was 30,159 shares, as reported at the end of Q1 2026.