Why the Fund Owns CF Industries (CF) Despite Rooting Against Its Catalyst
Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Cf Industries Holdings Inc. (CF)
Market is closed
Sector: Agricultural Chemicals
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,825,887 | $197,670,527 | +68% | 0.09% |
| 2. | D E Shaw D. E. Shaw | 1,063,005 | $115,080,922 | +1300% | 0.05% |
| 3. | Quantinno Capital Hoon Kim | 986,208 | $106,766,878 | -6% | 0.13% |
| 4. | AQR Capital Management Cliff Asness | 723,410 | $78,316,414 | -10% | 0.03% |
| 5. | Gotham Asset Management Joel Greenblatt | 689,521 | $74,647,543 | -1% | 0.17% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.95 | 5 | $244.51 | 11,196 | 2021-02-26 | Filing | |
| $38.03 | 815 | $30,999.98 | 11,191 | 2020-11-24 | Filing | |
| $23.25 | 21,600 | $502,104.96 | 88,443 | 2016-08-16 | Filing | |
| $27.94 | 175 | $4,889.50 | 175 | 2016-05-24 | Filing | |
| $27.96 | 100 | $2,796.00 | 100 | 2016-05-24 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $124.69 | 1,500 | $187,035.00 | 6,341 | 2026-03-17 | Filing | |
| $125.38 | 3,499 | $438,704.97 | 31,036 | 2026-03-17 | Filing | |
| $126.00 | 6,000 | $756,000.00 | 69,472 | 2026-03-17 | Filing | |
| $136.06 | 18,041 | $2,454,712.58 | 55,762 | 2026-03-12 | Filing | |
| $136.69 | 6,250 | $854,315.63 | 75,472 | 2026-03-12 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 495,823 | $57,118,811 | 0.13% | |
| 2. | 251,726 | $26,133,029 | 0.04% | |
| 3. | 103,419 | $11,913,869 | 0.01% | |
| 4. | 96,869 | $11,159,309 | 0.19% | |
| 5. | 79,493 | $9,157,594 | 0.12% |
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