모자이크 컴퍼니
MX ˙ BMV ˙ US61945C1036
SecurityMX:MOS / The Mosaic Company
InstitutionMount Lucas Management LP
Latest Disclosed Ownership34,163 shares
Latest Disclosed Value $ 871,157
Mount Lucas Management LP ownership in MOS / The Mosaic Company

On May 5, 2026 - Mount Lucas Management LP filed a 13F-HR form disclosing ownership of 34,163 shares of The Mosaic Company (MX:MOS) valued at $871,157 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 7, 2024 disclosing 0 shares of The Mosaic Company.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F MOSAIC Common Stock 61945C103 34,163 34,163 871 0.3190
2024-02-07 2023-12-31 13F MOSAIC Common Stock 61945C103 0 -59,071 -100.00 0 -100.00
2023-11-14 2023-09-30 13F MOSAIC Common Stock 61945C103 59,071 -3,138 -5.04 2,103 -3.45 0.7427
2023-08-14 2023-06-30 13F MOSAIC Common Stock 61945C103 62,209 -50,042 -44.58 2,177 -57.73 0.7281
2023-05-12 2023-03-31 13F MOSAIC Common Stock 61945C103 112,251 4,812 4.48 5,150 9.27 1.3596
2023-02-14 2022-12-31 13F MOSAIC Common Stock 61945C103 107,439 -24,289 -18.44 4,713 -25.97 1.5443
2022-11-14 2022-09-30 13F/A-1 MOSAIC Common Stock 61945C103 131,728 -2,207 -1.65 6,366 0.63 2.1924
2022-11-10 2022-09-30 13F MOSAIC Common Stock 61945C103 131,728 -2,207 6,366 2.1924
2022-08-10 2022-06-30 13F MOSAIC Common Stock 61945C103 133,935 -73,269 -35.36 6,326 -54.09 2.1185
2022-05-12 2022-03-31 13F MOSAIC Common Stock 61945C103 207,204 -23,068 -10.02 13,779 52.30 4.0134
2022-02-14 2021-12-31 13F MOSAIC Common Stock 61945C103 230,272 106,364 85.84 9,047 104.41 2.5854
2021-11-15 2021-09-30 13F MOSAIC Common Stock 61945C103 123,908 -9,305 -6.99 4,426 4.12 1.3372
2021-08-16 2021-06-30 13F MOSAIC Common Stock 61945C103 133,213 133,213 4,251 1.1303
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.