NYSE · Industrials

CF INDS HLDGS INC CF

CF Industries Holdings, Inc., together with its subsidiaries, engages in the production of ammonia in North America, Europe, and internationally. It operates through Ammonia, Granular Urea, UAN, AN, and Other segments. The company offers ammonia products; nitrogen products, such as granular urea, urea ammonium nitrate solution, and ammonium nitrate; diesel exhaust fluid, urea liquor, and nitric acid products.

Agricultural Chemicals

Company profile

Business mix

  • It operates through Ammonia, Granular Urea, UAN, AN, and Other segments.
  • It serves cooperatives, retailers, independent fertilizer distributors, traders, wholesalers, and industrial users.
  • The company was founded in 1946 and is headquartered in Northbrook, Illinois.

Current key questions

  • Can demand and competitive position in agricultural inputs support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 10.24 FCF 9.3% Buyback 9.81%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.3% $89.7M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $10.5M Estimated from net added shares
Reduction amount $98.7M Estimated from net reduced shares
Net share change / base shares -63.4% -1,195,156 / 1,885,972
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 13.3% 13F value change +$42.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 609,665 Last 1 periods +81,151 (+13.3%) Total shares 690,816 Value $89.7M
Eminence Capital Ricky Sandler 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$98.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,276,307 Last 1 periods -1,276,307 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.