Mosaic Co. (MOS) Was Just Added to the Portfolio: Why the Fertilizer Stock Looks Undervalued

The Kopernik Global All-Cap Fund, a value-focused investment firm, added Mosaic Co. (NYSE:MOS) to its portfolio as of September 18, 2026. The fund, which primarily invests in growth-oriented equities, found the Class I shares of Mosaic Co. to be significantly undervalued, trading at approximately $24.48 per share with a market capitalization of around $7.88 billion.

Despite the fund's overall underperformance during the second quarter of 2026, Kopernik Global Investors remained committed to its long-term, fundamentals-based approach, recognizing the potential of Mosaic Co. as an extremely undervalued opportunity within the AI sector.