Third Point - CF INDS HLDGS INC ownership

CF INDS HLDGS INC's ticker is CF and the CUSIP is 125269100. A total of 694 filers reported holding CF INDS HLDGS INC in Q3 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.2%.

About CF INDS HLDGS INC

CF Industries Holdings Inc. is a leading global manufacturer and distributor of nitrogen fertilizers and other nitrogen products. The company operates through two segments: ammonia and granular urea. CF Industries has a strong presence in the agricultural industry, providing essential products that help farmers increase crop yields and improve food production.

The company has a solid financial position, with a market capitalization of over $9 billion and a debt-to-equity ratio of 0.77. CF Industries has also been consistently profitable, with a net income of $1.1 billion in 2020.

CF Industries has a strong leadership team, with Tony Will serving as the CEO and Dennis Kelleher as the CFO. The company has a clear strategy for growth, with a focus on expanding its production capacity and investing in new technologies to improve efficiency and reduce costs.

Despite the challenges posed by the COVID-19 pandemic, CF Industries has continued to perform well. The company's revenue increased by 6% in 2020, driven by higher sales volumes and improved pricing. CF Industries has also maintained a strong dividend payout, with a current yield of 3.5%.

Overall, CF Industries is a well-managed company with a strong financial position and a clear strategy for growth. With its focus on providing essential products to the agricultural industry, CF Industries is well-positioned to continue delivering value to its shareholders in the years ahead.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Third Point ownership history of CF INDS HLDGS INC
ValueSharesWeighting
Q4 2021$88,084,000
+57.8%
1,244,477
+24.4%
0.62%
+101.6%
Q3 2021$55,820,000
-68.5%
1,000,000
+53.8%
0.30%
-80.9%
Q4 2014$177,151,000
-16.5%
650,000
-14.5%
1.60%
-34.4%
Q3 2014$212,207,000
-2.5%
760,000
-16.0%
2.44%
-9.0%
Q2 2014$217,680,000
-13.6%
905,000
-6.4%
2.68%
-27.7%
Q1 2014$251,909,000
+37.1%
966,500
+8.1%
3.70%
-17.6%
Q3 2013$183,750,000
+26.8%
894,000
+5.8%
4.49%
+36.8%
Q2 2013$144,918,000845,0003.28%
Other shareholders
CF INDS HLDGS INC shareholders Q3 2023
NameSharesValueWeighting ↓
Glendon Capital Management LP 3,542,767$99,693,00026.26%
SPRING CREEK CAPITAL LLC 4,070,636$114,368,00021.54%
Silver Rock Financial LP 499,227$14,048,00015.71%
Credit Capital Investments LLC 143,866$4,048,0007.44%
MOON CAPITAL MANAGEMENT LP 329,118$9,261,0006.53%
Fulcrum Asset Management LLP 306,031$9,271,0003.11%
Cloverdale Capital Management, LLC 140,000$3,940,0002.93%
CoreCommodity Management, LLC 99,522$2,801,0002.63%
COBALT CAPITAL MANAGEMENT, INC. 150,500$4,235,0002.42%
GREENHAVEN ASSOCIATES INC 3,456,491$97,266,0002.15%
View complete list of CF INDS HLDGS INC shareholders