MOS

MOS

MOS

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 17, 2025	Ariel Focus Fund	4.8%	-	APA, CLB, GNRC, MOS, ORCL, REZI, SJM	Concentration, conviction, downside protection, fundamentals, Quality	The letter focuses on running a concentrated portfolio of high-conviction ideas where downside risk is carefully managed. Management stresses deep fundamental research, strong balance sheets, and management alignment. The outlook favors selective concentration over broad diversification in an inefficient market.	CLB APA SJM REZI MOS ORCL	View
2024 Q1	Apr 15, 2024	Ariel Focus Fund	10.6%	0.0%	APA, CLB, Gold, MHK, MOS, PHIN, REZI, SJM	-			View
2022 Q4	Nov 1, 2023	Alpha Wealth Funds – The Insiders Fund	0.0%	1.2%	ALB, CF, CME, CRK, ET, MOS, NSA, RKT, SD, UAL, UPLD	-			View
2025 Q3	Oct 15, 2025	Ariel Focus Fund	20.8%	-	AJG, B, FI, MOS, PBH, REZI, SLB, ZIMV	Artificial Intelligence, Fintech, gold, small caps, Value rotation	Ariel Focus outperformed driven by small-cap and value holdings like Resideo and Barrick Gold, while adding exposure to fintech and insurance. The manager emphasizes AI-driven productivity and margin expansion potential across its holdings. With small caps still trading at steep discounts, the fund sees attractive upside as valuation gaps normalize.	FISV AJG SLB PBH	View
2025 Q4	Jan 27, 2026	Gate City Capital	2.7%	15.4%	1211.SR, ALCO, APP, BTU, DSP, EVC, HTLD, IPI, JAKK, MOS, TTD, XOM	Agriculture, energy, Media, Precious Metals, real estate, small caps, value	Gold and silver prices have continued their meteoric rise as large investors including central banks seek alternatives to U.S. Treasuries to preserve wealth. Silver prices rose nearly 150% in 2025, with both gold and silver reaching record highs. The inability of mining companies to increase production to meet elevated demand has led to soaring prices. The fund holds significant positions in fertilizer companies including Mosaic and Intrepid Potash. Mosaic is a market leading producer of potash and phosphate fertilizers in North America and the largest producer in Brazil. Intrepid produces potash from three U.S. solution mines and also mines Trio fertilizer, with potential for market share gains after competitor exits. Peabody Energy was the fund's top contributor in 2025, benefiting from strengthened domestic thermal coal prices as data center build-out strains the U.S. power grid. Metallurgical coal prices have increased substantially after a soft contracting season. Peabody's low-cost Centurion mine in Australia is ramping up production. Entravision was the fund's top performer in Q4, owning 49 television stations and 44 radio stations targeting Hispanic audiences. The company also operates a rapidly growing Advertising Technology & Services segment through Smadex subsidiary. Deregulation in broadcast television and radio should encourage industry consolidation. Alico continues as the fund's largest position, owning nearly 50,000 acres in Florida previously devoted to citrus farming. The company is undergoing strategic transformation, converting 75% of citrus acres to other agricultural purposes and 25% to higher and better use opportunities including residential and commercial developments. Heartland Express contributed positively as the extended three-year slowdown in U.S. trucking market shows signs of abating. Supply of available trucks has decreased as orders for new equipment have fallen sharply, while stricter enforcement of Commercial Drivers Licenses has decreased available drivers. Demand rose in holiday season with spot rates reaching multi-year highs.	ALCO JAKK IPI MOS HTLD BTU EVC	View
2025 Q4	Jan 18, 2026	Titan Wealth	-	-	ADBE, AEM, AMD, AU, BKR, CAT, COIN, DIS, GLEN.L, GOOGL, IBKR, LLY, LMT, MELI, MOS, MU, NFLX, ORCL, PHG, RELX, SE	AI, commodities, defense, emerging markets, Geopolitical, global, infrastructure, technology	AI is described as not just a sector theme but a foundation for broad economic transformation that will reshape how businesses operate, products are developed, and services are delivered. The technological momentum is reflected in market behavior with strong equity gains driven by optimism about ongoing earnings growth and innovation-driven expansion. Semiconductor companies benefited from AI spending throughout 2025, with specific mentions of AMD benefiting from OpenAI's compute and chip commitments, and Micron Technology providing exposure to high-bandwidth memory as a bottleneck in chip development. Defense positioning includes exposure to missiles, air defense and space through companies like Lockheed Martin, supported by large order backlogs providing strong long-term visibility amid heightened geopolitical tensions. Gold exposure through miners like AngloGold Ashanti and Agnico Eagle Mines contributed meaningfully to returns as stronger precious metal prices translated into higher cash generation for miners, with positioning for sustained tensions around currency debasement. Energy transition themes are reflected through infrastructure investments and companies positioned for the global push toward renewable energy, including exposure to energy services and LNG infrastructure where long-term dynamics look positive. Cryptocurrency exposure through Coinbase reflects positioning for financial deregulation and disintermediation, with stablecoins expected to become a preferred transfer mechanism following regulatory developments like the GENIUS Act passage.		View
2024 Q3	Sep 30, 2024	Ariel Focus Fund	10.6%	0.0%	APA, BIO, CLB, LMT, MHK, MOS, ORCL, WU	-			View
2023 Q2	Jul 15, 2023	White Brook Capital	0.0%	6.5%	MOS, RILY, U	-			View
2023 Q2	Jun 30, 2023	Ariel Focus Fund	10.6%	0.0%	Gold, MOS, NTRS, ORCL, SNA, ZBH, ZIMV	-			View
2023 Q1	Apr 19, 2023	White Brook Capital	0.0%	6.5%	AFYA, GBX, GPRE, ITRI, KAR, MOS, PSPC, RILY	-			View
2022 Q4	Jan 31, 2023	Appleseed Fund	0.0%	0.0%	BBBY, CF, MOS	-			View
2024 Q4	Jan 27, 2025	White Brook Capital	-	-	AFYA, BOX, DNUT, GBRE, GBX, INFU, KAR, LTH, MOS, OKTA, PTLO, RPID, W	-			View
2023 Q4	Jan 25, 2024	White Brook Capital	0.0%	6.5%	BLDR, GPRE, MOS, RILY	-			View
2022 Q4	Jan 25, 2023	White Brook Capital	0.0%	6.5%	BOX, GBX, MOS, RILY	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 4, 2026	Fund Letters	Michael Melby	The Mosaic Company	Materials	Fertilizers	Bull	New York Stock Exchange	agriculture, Fertilizers, Potash, recovery, valuation	View Pitch
Jan 20, 2026	Fund Letters	Charles K. Bobrinskoy	Mosaic Company	Materials	Fertilizers & Agricultural Chemicals	Bear	New York Stock Exchange	agriculture, commodity prices, Cost Inflation, Fertilizers, Free Cash Flow	View Pitch
Dec 3, 2025	Fund Letters	Charles K. Bobrinskoy	The Mosaic Company	Materials	Fertilizers & Agricultural Chemicals	Bull	NYSE	agriculture, capital allocation, Cyclicals, Fertilizers, Free Cash Flow, Phosphate, Pricing	View Pitch

BSD Shareholders of MOS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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