What smart money is saying about Mosaic Co.
1 fund in our archive has pitched Mosaic Co. — most recently Kopernik International Fund in June 2026.
Operating on a global scale via its various subsidiaries, The Mosaic Company specializes in the creation and distribution of concentrated phosphate and potash crop nutrients. Its business is structured into three distinct segments: Phosphates, Potash, and Mosaic Fertilizantes. The company maintains and operates its own mining facilities to extract raw materials, which are then processed into a diverse array of phosphate-based products. These offerings encompass crucial agricultural fertilizers such as diammonium phosphate (DAP), monoammonium phosphate (MAP), and various ammoniated phosphate compounds. Additionally, Mosaic produces phosphate-derived ingredients for animal feed, primarily marketed under the Biofos and Nexfos brands, along with K-Mag, a unique double sulfate of potash magnesia product. Beyond phosphates, Mosaic is a key producer and vendor of potash. This versatile mineral finds application in compound fertilizer manufacturing, animal feed formulations, industrial processes, de-icing preparations, and as a regenerant for water softeners. The company further broadens its portfolio by providing nitrogen-based crop nutrients, supplemental animal feed ingredients, and a range of supporting services. It also actively engages in the procurement and resale of phosphate, potash, and nitrogen products. Mosaic's products reach a wide array of customers, including major wholesale distributors, extensive retail chains, agricultural cooperatives, individual farmers, independent retailers, and large national accounts. Incorporated in 2004, The Mosaic Company is headquartered in Tampa, Florida.
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Position history
Between Q2 2025 and Q2 2026, 2 fund letters reported a position in Mosaic Co. — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
| Q2 2025 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 2 moves
- New positionKopernik Global All-Cap FundJune 2026
“Lower prices provided multiple new opportunities during the quarter. The Fund initiated positions in: Lumina Metals Corp, a pre-production gold and silver developer with assets in Poland; DiDi Global Inc., the “Uber of China,” which has 70% of the Chinese ride-sharing market; Ayala Corp, a Filipino conglomerate with investments in various segments including real estate, banking, telecommunication, renewable energy, health, logistics, and mobility; EPAM Systems Inc., a specialized software-engineering firm; Mosaic Co., the largest phosphate producer in the United States and a global producer of potash; Birchcliff Energy Ltd., a Canadian natural gas producer with long- lived low-cost reserves; GT Capital Holdings Ltd, a Filipino holding company; and Grupo Financiero Inbursa SAB de CV, a Mexico-based financial holding company.”
Mosaic Co. - New positionTitan Wealth Global Blue ChipJune 2025
“Key Purchases: Atlas Copco, Caterpillar, and Siemens added diversified exposure to industrial automation, and infrastructure spending. MercadoLibre offers access to high- growth e-commerce and fintech trends in Latin America, an area that is currently underserved, combining scale with first mover advantage. Unilever was reintroduced as a low- beta consumer staple to help increase defensiveness following our adjustments in healthcare. The company is well-positioned for growth in ASEAN (Association of Southeast Asian Nations), an area we are especially interested in. Mosaic was bought as a targeted cyclical play on firming agricultural fundamentals and bottoming fertiliser prices.”
Mosaic Co.
Fund coverage · 1 thesis
- Kopernik International FundJune 2026
Mosaic Co. is the largest phosphate producer in the United States and a global potash producer.
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