Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
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
2024   Q2 0 0.00 Sell 100.00% <0.01 $72.46–86.27 · VW $78.38i SEC
2024   Q1 5,841 <0.01 Buy <0.01 $73.65–87.04 · VW $80.54i $486,030 SEC
2023   Q3 0 0.00 Sell 100.00% <0.01 $67.97–87.90 · VW $79.86i SEC
2023   Q2 3,439 <0.01 Reduce 78.30% 0.02 $60.08–78.66 · VW $68.43i $238,735 SEC
2023   Q1 15,846 0.03 Add 218.83% 0.02 $67.95–91.23 · VW $81.75i $1,148,677 SEC
2022   Q4 4,970 0.01 Add 11.51% <0.01 $84.47–112.44 · VW $101.35i $423,444 SEC
2022   Q3 4,457 0.01 Buy 0.01 $79.18–119.60 · VW $98.20i $429,000 SEC
2022   Q2 0 0.00 Sell 100.00% <0.01 $80.35–113.49 · VW $95.50i SEC
2022   Q1 2,123 <0.01 Add 16.52% <0.01 $63.10–109.80 · VW $84.20i $219,000 SEC
2021   Q4 1,822 <0.01 Reduce 55.22% <0.01 $55.29–74.77 · VW $62.46i $129,000 SEC
2021   Q3 4,069 <0.01 Reduce 83.48% <0.01 $43.19–57.10 · VW $49.45i $227,000 SEC
2021   Q2 24,627 0.01 Add 63.67% <0.01 $44.32–57.19 · VW $51.28i $1,267,000 SEC
2021   Q1 15,047 <0.01 Reduce 49.97% 0.01 $38.06–51.24 · VW $44.68i $683,000 SEC
2020   Q4 30,074 0.02 Buy 0.02 $25.30–40.06 · VW $33.64i $1,164,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.05 $26.59–36.12 · VW $31.76i SEC
2020   Q2 88,197 0.05 Add 59.24% 0.02 $23.05–34.05 · VW $28.51i $2,482,000 SEC
2020   Q1 55,385 0.03 Reduce 44.08% 0.03 $19.73–48.19 · VW $35.03i $1,506,000 SEC
2019   Q4 99,039 0.07 Reduce 24.55% 0.02 $43.32–51.06 · VW $46.60i $4,728,000 SEC
2019   Q3 131,269 0.09 Reduce 5.51% <0.01 $43.81–55.15 · VW $49.15i $6,458,000 SEC
2019   Q2 138,920 0.09 Reduce 14.95% 0.01 $39.17–47.92 · VW $43.38i $6,489,000 SEC
2019   Q1 163,340 0.09 Reduce 1.54% <0.01 $38.90–46.51 · VW $42.37i $6,677,000 SEC
2018   Q4 165,900 0.11 Buy 0.11 $39.99–56.51 · VW $46.30i $7,218,000 SEC
2015   Q3 0 0.00 Sell 100.00% <0.01 $43.88–70.32 · VW $57.23i SEC
2015   Q2 4,250 <0.01 $64.24 $273,000 SEC
2015   Q1 4,250 <0.01 Buy <0.01 $54.60–62.89 · VW $59.49i $241,000 SEC
Price snapshot:
Current price$120.92
52-week low$74.71
52-week high$141.38