CF position history
The shares of CF Industries (CF) that Murphy Pohlad Asset Management LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2022 Q4: 7,840 shares, $668K, 0.27% of portfolio, New
- 2023 Q1: 12,040 shares, $873K, 0.36% of portfolio, Add +53.6%
- 2023 Q2: 7,215 shares, $501K, 0.22% of portfolio, Reduce −40.1%
- 2023 Q3: 7,115 shares, $610K, 0.27% of portfolio, Reduce −1.4%
- 2023 Q4: 6,515 shares, $518K, 0.21% of portfolio, Reduce −8.4%
- 2024 Q1: 5,240 shares, $436K, 0.17% of portfolio, Reduce −19.6%
- 2024 Q2: 5,240 shares, $388K, 0.17% of portfolio
- 2024 Q3: 7,600 shares, $652K, 0.27% of portfolio, Add +45.0%
- 2024 Q4: 7,950 shares, $678K, 0.29% of portfolio, Add +4.6%
- 2025 Q1: 8,400 shares, $656K, 0.28% of portfolio, Add +5.7%
- 2025 Q2: 8,700 shares, $800K, 0.34% of portfolio, Add +3.6%
- 2025 Q3: 8,700 shares, $780K, 0.31% of portfolio
- 2025 Q4: 8,800 shares, $681K, 0.26% of portfolio, Add +1.1%
- 2026 Q1: 10,100 shares, $1.3M, 0.47% of portfolio, Add +14.8%
- 2026 Q2: 10,100 shares, $1.1M, 0.38% of portfolio
- 2026 Q3: 9,800 shares, $1.1M, 0.39% of portfolio, Reduce −3.0%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|