Daniel Loeb - Third Point
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $2,082,795,760
Holdings Activity Buys Sells    History
Holding/activity history for  CF Industries Holdings, Inc. (CF)
← All CF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 0.63 $63.10–109.80 · VW $84.20i SEC
2021   Q4 1,244,477 0.63 Add 24.45% 0.12 $55.29–74.77 · VW $62.46i $88,084,000 SEC
2021   Q3 1,000,000 0.31 Buy 0.31 $43.19–57.10 · VW $49.45i $55,820,000 SEC
2015   Q1 0 0.00 Sell 100.00% 1.64 $54.60–62.89 · VW $59.49i SEC
2014   Q4 3,250,000 1.64 Reduce 14.47% 0.37 $47.89–58.06 · VW $52.78i $177,151,000 SEC
2014   Q3 3,800,000 2.59 Reduce 16.02% 0.44 $47.71–56.07 · VW $51.68i $212,207,000 SEC
2014   Q2 4,525,000 2.76 Reduce 6.36% 0.26 $46.48–53.39 · VW $48.79i $217,680,000 SEC
2014   Q1 4,832,500 4.09 Buy 4.09 $44.02–53.55 · VW $49.06i $251,909,000 SEC
2013   Q4 0 0.00 Sell 100.00% 4.53 $40.61–47.88 · VW $43.82i SEC
2013   Q3 4,350,000 4.53 Add 2.96% 0.13 $33.87–43.30 · VW $38.95i $183,422,000 SEC
2013   Q2 4,225,000 3.29 Buy 3.29 $34.11–39.48 · VW $36.85i $144,918,000 SEC
2009   Q4 0 0.00 Sell 100.00% 7.98 $15.39–19.03 · VW $17.21i SEC
2009   Q3 4,000,000 7.98 Reduce 5.88% 0.48 $13.59–18.39 · VW $16.17i $68,984,000 SEC
2009   Q2 4,250,000 8.15 Buy 8.15 $12.97–16.92 · VW $15.00i $63,019,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.67 $3.02–3.84 · VW $3.41i SEC
2005   Q4 4,000,000 0.67 Reduce 13.98% 0.07 $2.24–3.20 · VW $2.87i $12,200,000 SEC
2005   Q3 4,650,000 0.48 Buy 0.48 $2.90–3.37 · VW $3.08i
IPO/listing quarter
$13,773,000 SEC
Price snapshot:
Current price$120.92
52-week low$74.71
52-week high$141.38