ActivistsInvestorsTrumpPoliticiansSerenityCitriniSemianalysisTradeArbitrageSearch

$CF · CF INDUSTRIES HOLD

Sector: commodities

Conviction from: S&P

CF Industries is a leading manufacturer and distributor of nitrogen fertilizers and related products, including ammonia, urea, and UAN, and is developing low-carbon ammonia.

2 tracked filer(s) hold this · 1 opened, 0 added, 1 trimmed in 31-MAR-2026

Aggregate 13FScore 43 — mean of 2 scored holder(s) · buyers (new/add) avg 31. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
George Soros / Soros Fund Mgmt31New buy57,849$7,511,1140.1%
Bridgewater55Trimmed -37%18,904$2,454,4950.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

3 disclosed trade(s) by 2 filer(s).

Trade dateWhoTypeAmount
2026-01-09Gilbert Cisneros CA31BUY$1,001 - $15,000PTR
2025-08-08Julia Letlow LA05SELL$1,001 - $15,000PTR
2024-10-23Julia Letlow LA05BUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

1 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentSELL$100,001 - $250,000PTR

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.