Top Investors’ Stock Portfolio: 5 Mid-Cap Stocks To Buy

4. CF Industries Holdings, Inc. (NYSE:CF)

Number of Hedge Fund Holders: 53

Market Capitalization as of February 24: $16.756 billion

CF Industries Holdings, Inc. (NYSE:CF) was founded in 1946 and is headquartered in Deerfield, Illinois. The company manufactures and sells hydrogen and nitrogen products for energy, fertilizer, emissions abatement, and other industrial activities worldwide. On January 31, CF Industries Holdings, Inc. (NYSE:CF) declared a $0.40 per share quarterly dividend, in line with previous. The dividend is payable on February 28, for shareholders of record on February 15. CF Industries Holdings, Inc. (NYSE:CF) is one of the best mid-cap stocks to invest in. 

On February 21, Andrew Wong, an analyst at RBC Capital, decreased the firm’s price target for CF Industries Holdings, Inc. (NYSE:CF) from $130 to $125. However, he maintained an Outperform rating on the shares. The analyst observed that the demand for early-season nitrogen markets has been sluggish, resulting in weaker prices. Nonetheless, the firm anticipates a mild recovery in demand during the Northern Hemisphere spring season. RBC Capital further said that it remains optimistic about CF Industries Holdings, Inc. (NYSE:CF)’s long-term prospects due to the company’s solid nitrogen fundamentals and efficient execution, which continue to generate significant cash flow.

According to Insider Monkey’s fourth quarter database, 53 hedge funds were bullish on CF Industries Holdings, Inc. (NYSE:CF), compared to 65 funds in the earlier quarter. Eric W. Mandelblatt’s Soroban Capital Partners is the biggest stakeholder of the company, with 2.4 million shares worth $209.6 million. 

Here is what Chartwell Investment Partners has to say about CF Industries Holdings, Inc. (NYSE:CF) in its Q2 2022 investor letter:

“We sold the full position in fertilizer company CF Industries, which also had a 20%+ YTD return (through 6/30), as we had concerns that the company would announce capacity additions, which would negatively impact nitrogen pricing.”