Position in CF
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,353,245
-$510,923 QoQ
Shares Held
30,974
+4.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#274
of 955 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CF Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026Keeler Thomas Management LLC holds $5,815,691 across 2 Agricultural Inputs names. CF ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CF |
CF Industries Holdings, Inc.
This page
|
30,974 | $3,353,245 | |
| 2 | CTVA |
Corteva, Inc.
|
29,076 | $2,462,446 |
All Filings in CF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,353,245 | 30,974 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,864,168 | 29,761 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||