Old West Investment Management, LLC

Position in CF — CF Industries Holdings, Inc.

CIK 1549358 Los Angeles, CA

Position in CF

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$12,519,186

-$9,360,801 QoQ

Shares Held

115,640

-31.4% QoQ

Ownership

0.076%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#138

of 954 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Old West Investment Management, LLC holds $31,205,479 across 4 Agricultural Inputs names. CF ranks #2 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTR	Nutrien Ltd.	259,047	$16,307,008
2	CF	CF Industries Holdings, Inc. This page	115,640	$12,519,186
3	MOS	Mosaic Co	84,786	$1,796,615
4	FMC	Fmc Corp	50,667	$582,670

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,519,186	115,640	-31.4%	Shares	Sole	2026-08-06
2026-03-31	$21,879,987	168,515	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.