Donald Smith & Co. bought 3.11M shares more of The Mosaic Company (MOS) in 2026 Q2, according to the 13F-HR filed with the SEC on August 11, 2026, a 67% increase in the share count. Donald Smith & Co. now holds 7.72M shares worth about $163.7M, 2.9% of the portfolio against 2.12% a quarter earlier.
What did the 2026 Q2 filing report for MOS?
As of June 30, 2026, from the 13F-HR filed August 11, 2026.
| Before | After | |
|---|---|---|
| Shares | 4.62M | 7.72M |
| Shares added | +3.11M (67%) | |
| Reported value | $117.8M | $163.7M |
| Portfolio weight | 2.12% | 2.9% |
| Rank in portfolio | 15th of 66 |
How much did Donald Smith & Co. add to MOS?
Donald Smith & Co. added 3.11M shares of MOS during 2026 Q2, taking the stake from 4.62M to 7.72M. The reported value of the position rose by about $45.9M, from about $117.8M to about $163.7M.
Where does MOS sit in the Donald Smith & Co. portfolio?
MOS ranks 15th of 66 stock positions in the Donald Smith & Co. portfolio at 2.9%, above the fund's average stock position of 2%. The MOS addition was the 3rd largest of the quarter's 63 position changes by percent change to portfolio. The largest stock position is AER at 7.52%. Next come EGO at 4.82% and CGAU at 4.34%. The three largest stocks together are 16.68% of the book. Across the 2026 Q2 portfolio, Donald Smith & Co. reported 66 stock positions, with 6 opened and 2 closed. The total portfolio value is about $5.6B, up 2% from the prior quarter.
How long has Donald Smith & Co. held MOS?
Donald Smith & Co. first reported MOS in the quarter ended December 31, 2019. The weight peaked at 4.46% in 2020 Q3. The share count had been unchanged the quarter before. Every reported trade is on the Donald Smith & Co. MOS trade history page.
FAQ
How many MOS shares did Donald Smith & Co. buy in 2026 Q2?
Donald Smith & Co. added 3.11M shares of MOS, a 67% increase, to 7.72M shares.
What is the MOS position of Donald Smith & Co. worth now?
The MOS position of Donald Smith & Co. is worth about $163.7M at June 30, 2026 prices, 2.9% of the portfolio.
Is MOS a top holding of Donald Smith & Co.?
MOS ranks 15th of 66 stock positions in the Donald Smith & Co. portfolio, at 2.9%.