John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  The Mosaic Co. (MOS)
← All MOS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 148,341 0.04 Add 0.89% <0.01 $23.06–32.25 · VW $26.94i $3,782,696 SEC
2025   Q4 147,037 0.04 Reduce 0.88% <0.01 $23.32–36.00 · VW $27.80i $3,542,121 SEC
2025   Q3 148,340 0.06 $34.68 $5,144,431 SEC
2025   Q2 148,340 0.06 Add 5.18% <0.01 $22.36–37.69 · VW $32.18i $5,411,443 SEC
2025   Q1 141,040 0.04 $27.01 $3,809,490 SEC
2024   Q4 141,040 0.04 $24.58 $3,466,763 SEC
2024   Q3 141,040 0.04 Add 6.30% <0.01 $24.12–30.77 · VW $27.22i $3,777,051 SEC
2024   Q2 132,678 0.04 Reduce 2.86% <0.01 $26.67–33.44 · VW $29.67i $3,834,394 SEC
2024   Q1 136,582 0.04 $32.46 $4,433,452 SEC
2023   Q4 136,582 0.05 $35.73 $4,880,075 SEC
2023   Q3 136,582 0.05 $35.60 $4,862,319 SEC
2023   Q2 136,582 0.05 $35.00 $4,780,370 SEC
2023   Q1 136,582 0.06 Add 2.55% <0.01 $41.16–57.46 · VW $48.17i $6,266,382 SEC
2022   Q4 133,182 0.06 Reduce 23.51% 0.02 $43.12–55.80 · VW $47.60i $5,842,694 SEC
2022   Q3 174,127 0.09 Reduce 23.12% 0.03 $42.50–63.16 · VW $51.33i $8,416,000 SEC
2022   Q2 226,506 0.11 Reduce 7.24% 0.01 $45.13–79.28 · VW $57.21i $10,698,000 SEC
2022   Q1 244,197 0.14 Reduce 29.06% 0.03 $37.08–71.50 · VW $58.36i $16,239,000 SEC
2021   Q4 344,211 0.11 Reduce 5.08% <0.01 $33.59–43.24 · VW $38.71i $13,524,000 SEC
2021   Q3 362,625 0.12 Reduce 0.57% <0.01 $28.26–37.51 · VW $33.83i $12,953,000 SEC
2021   Q2 364,693 0.11 Reduce 8.64% 0.01 $29.60–38.23 · VW $33.25i $11,637,000 SEC
2021   Q1 399,193 0.12 Add 1.83% <0.01 $23.22–35.20 · VW $30.01i $12,618,000 SEC
2020   Q4 392,008 0.10 $23.01 $9,020,000 SEC
2020   Q3 392,008 0.10 Reduce 1.51% <0.01 $11.51–20.03 · VW $16.60i $7,162,000 SEC
2020   Q2 398,008 0.08 Reduce 3.77% <0.01 $9.57–15.08 · VW $12.39i $4,979,000 SEC
2020   Q1 413,608 0.08 Add 33.61% 0.02 $6.50–22.19 · VW $13.17i $4,475,000 SEC
2019   Q4 309,575 0.08 Add 3.86% <0.01 $17.66–22.50 · VW $20.60i $6,699,000 SEC
2019   Q3 298,075 0.08 Reduce 0.04% $17.36–25.71 · VW $21.19i $6,111,000 SEC
2019   Q2 298,199 0.09 $25.03 $7,464,000 SEC
2019   Q1 298,199 0.10 Add 2.34% <0.01 $25.95–33.91 · VW $29.06i $8,144,000 SEC
2018   Q4 291,371 0.12 Add 3.19% <0.01 $27.52–37.37 · VW $31.37i $8,511,000 SEC
2018   Q3 282,355 0.10 Reduce 0.04% $27.50–32.98 · VW $30.99i $9,171,000 SEC
2018   Q2 282,463 0.09 Reduce 0.04% $22.90–29.95 · VW $26.97i $7,923,000 SEC
2018   Q1 282,588 0.08 Reduce 0.01% $23.43–29.20 · VW $25.64i $6,861,000 SEC
2017   Q4 282,630 0.08 Reduce 0.04% $20.72–26.12 · VW $24.17i $7,252,000 SEC
2017   Q3 282,737 0.07 Reduce 0.05% $19.23–24.77 · VW $21.86i $6,104,000 SEC
2017   Q2 282,878 0.08 Add 25.44% 0.02 $21.79–29.51 · VW $24.71i $6,458,000 SEC
2017   Q1 225,512 0.08 Add 1.18% <0.01 $28.34–34.36 · VW $30.63i $6,580,000 SEC
2016   Q4 222,885 0.08 Add 8.62% <0.01 $22.77–31.54 · VW $27.88i $6,537,000 SEC
2016   Q3 205,197 0.06 Reduce 3.29% <0.01 $23.73–30.96 · VW $26.38i $5,019,000 SEC
2016   Q2 212,170 0.07 $26.18 $5,555,000 SEC
2016   Q1 212,170 0.07 Add 5.49% <0.01 $22.02–31.10 · VW $26.71i $5,729,000 SEC
2015   Q4 201,130 0.07 Add 21.78% 0.01 $26.96–36.95 · VW $30.50i $5,549,000 SEC
2015   Q3 165,155 0.07 Add 0.46% <0.01 $30.53–47.13 · VW $36.26i $5,138,000 SEC
2015   Q2 164,395 0.09 Reduce 2.08% <0.01 $43.33–47.68 · VW $45.95i $7,702,000 SEC
2015   Q1 167,895 0.10 Add 3.24% <0.01 $44.78–53.83 · VW $48.22i $7,733,000 SEC
2014   Q4 162,630 0.09 Reduce 0.79% <0.01 $40.32–48.73 · VW $44.90i $7,424,000 SEC
2014   Q3 163,930 0.10 Add 1.49% <0.01 $44.09–49.59 · VW $46.03i $7,280,000 SEC
2014   Q2 161,530 0.11 Add 43.17% 0.03 $47.09–51.25 · VW $49.26i $7,988,000 SEC
2014   Q1 112,825 0.08 Add 2.54% <0.01 $43.58–50.63 · VW $48.07i $5,641,000 SEC
2013   Q4 110,025 0.07 Add 99.36% 0.03 $42.76–49.81 · VW $46.61i $5,201,000 SEC
2013   Q3 55,190 0.04 Buy 0.04 $39.75–56.97 · VW $46.58i $2,374,000 SEC
Price snapshot:
Current price$22.31
Avg. buy price$30.39
+/- since buy-26.58%
52-week low$19.80
52-week high$36.26