Position in CF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,496,564
-$4,053,955 QoQ
Shares Held
96,957
-13.5% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#148
of 954 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CF Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026L2 Asset Management, LLC holds $10,820,164 across 2 Agricultural Inputs names. CF ranks #1 (97.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CF |
CF Industries Holdings, Inc.
This page
|
96,957 | $10,496,564 | |
| 2 | CTVA |
Corteva, Inc.
|
3,821 | $323,600 |
All Filings in CF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,496,564 | 96,957 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,550,519 | 112,065 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,112,959 | 91,970 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,265,072 | 80,993 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,199,236 | 67,383 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,881,624 | 36,873 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,588,267 | 30,336 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $989,445 | 11,532 | Shares | Sole | 2024-11-14 | |
| 2023-03-31 | $837,476 | 11,553 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,228,839 | 14,423 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,621,427 | 16,846 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,437,777 | 16,771 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,559,813 | 15,135 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||