Ariel Investments released its second-quarter investor letter for the Ariel Focus Fund, reporting a +4.75% return despite initial market sell-offs. The fund outperformed the Russell 1000 Value Index but lagged behind the S&P 500 Index. Check out the top five holdings for the fund’s best picks in 2025.

The Mosaic Company (NYSE:MOS) was highlighted in Ariel Focus Fund’s investor letter, with a one-month return of 0.55%. The stock gained 23.31% over the last 52 weeks, closing at $36.24 per share on July 18, 2025, with a market cap of $11.496 billion. The company expects tight phosphate markets in 2025.

Ariel Focus Fund praised The Mosaic Company (MOS) for its solid quarterly earnings and focused cost discipline. The company anticipates tight phosphate markets in 2025 due to limited supply and tariffs. With strong cash flow generation and capital allocation discipline, MOS remains well-positioned for growth and shareholder returns.

The Mosaic Company (NYSE:MOS) experienced market success in 2025 with strong sales of phosphate and potash products. The company expects continued growth with tight phosphate markets and strategic cost management. MOS outperformed hedge fund portfolios, positioning it as a valuable investment option.

Read more at Yahoo Finance: Mosaic Co. (MOS) Surged on Varied Growth Signals