Is CF Industries' (CF) Earnings Boom Built To Last Without Iran?
CF Industries (NYSE:CF) just posted a first half of 2026 that most fertilizer companies would frame around one thing: the conflict with Iran.
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:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,029,812 | $1,410,607,381 | 0.02% | |
| 2. | 10,040,045 | $1,086,935,272 | 0.02% | |
| 3. | 8,532,875 | $923,769,047 | 0.04% | |
| 4. | 8,531,329 | $923,601,678 | 0.03% | |
| 5. | 5,386,783 | $629,980,502 | 0.03% |
News See All
CF Industries Holdings (CF) Gained From The Strait Of Hormuz Closure
Cambiar SMID Fund, managed by Cambiar Investors, published its Q1 2026 investor letter. A copy of the letter is available to download here.
CF Industries Holdings, Inc. (NYSE:CF) Q1 2026 Earnings Call Transcript
CF Industries Holdings, Inc. (NYSE:CF) Q1 2026 Earnings Call Transcript May 7, 2026 Operator: Good day, ladies and gentlemen, and welcome to 2026. All participants will be in listen-only mode.
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