Follow-The-Filings

Security · featured owners

MOS Mosaic Co. New

Materials COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 0.5%
  • $4M
  • 1 add 2 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 0.5% (Murphy Pohlad - Murphy Po...) · not free-float ownership

  1. Murphy Pohlad add 0.45%
  2. John Rogers reduce 0.03%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
John Rogers - Ariel Investments 2026 Q2 0.03% Reduce −16.7% 123,607 $3M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.45% Add +112.8% 60,800 $1M history
Mairs & Power 2026 Q2 <0.01% Reduce −20.0% 16,000 $339K history
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01 pp 30,159 $769K history

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $13.7B $11.12B $12.05B
Gross profit $2.21B $1.51B $1.9B
Gross margin * 16.1% 13.6% 15.8%
Net income $1.16B $174.9M $540.7M
Net margin * 8.5% 1.6% 4.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.74B $4.5B $5.24B
Total non-current assets * $18.29B $18.43B $19.24B
Total assets $23.03B $22.92B $24.48B
Total current liabilities $3.87B $4.17B $3.98B
Total equity $12.29B $11.48B $12.08B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.41B $1.3B $824.8M
Cash from investing -$1.32B -$1.26B -$1.31B
Cash from financing -$1.48B -$131.9M $452M
Net change in cash -$393.3M -$55.8M -$6.4M

ownership over time

filing count by report period · click a bar for that quarter’s holders