Position in CF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$949,260
-$2,385,486 QoQ
Shares Held
7,311
-83.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CF Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Mar 31, 2026CWM, LLC holds $21,077,622 across 9 Agricultural Inputs names. CF ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTVA |
Corteva, Inc.
|
111,386 | $9,324,122 | |
| 2 | MOS |
Mosaic Co
|
204,921 | $5,225,485 | |
| 3 | NTR |
Nutrien Ltd.
|
34,932 | $2,635,968 | |
| 4 | FMC |
Fmc Corp
|
145,313 | $2,502,289 | |
| 5 | CF |
CF Industries Holdings, Inc.
This page
|
7,311 | $949,260 | |
| 6 | SMG |
Scotts Miracle-Gro Co
|
6,122 | $372,278 | |
| 7 | ICL |
ICL Group Ltd.
|
6,790 | $35,172 | |
| 8 | AVD |
American Vanguard Corp
|
11,916 | $29,670 |
All Filings in CF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $949,260 | 7,311 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,334,746 | 43,118 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,448,695 | 38,447 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,755,388 | 51,689 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,535,506 | 45,240 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,379,013 | 39,604 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,221,704 | 37,549 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,947,530 | 39,767 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,416,685 | 41,061 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $3,573,445 | 44,949 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $235,613 | 2,748 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $165,219 | 2,380 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $176,150 | 2,430 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $242,564 | 2,847 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $312,331 | 3,245 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $185,091 | 2,159 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $178,396 | 1,731 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $56,199 | 794 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $4,630 | 90 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $4,084 | 90 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $3,483 | 90 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $2,763 | 90 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $2,532 | 90 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,448 | 90 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||