Recurrent Investment Advisors LLC
Position in CF — CF Industries Holdings, Inc.
CIK 1803146
HOUSTON, TX
Position in CF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$883,726
-$176,157 QoQ
Shares Held
8,163
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#464
of 954 holders
Holding Since
Jun 2024
9 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, 2026Recurrent Investment Advisors LLC holds $5,335,343 across 3 Agricultural Inputs names. CF ranks #3 (16.6% of the industry book) .
All Filings in CF
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $883,726 | 8,163 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,059,883 | 8,163 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $600,390 | 7,763 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $696,161 | 7,761 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $713,736 | 7,758 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $606,756 | 7,764 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $627,699 | 7,357 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $674,731 | 7,864 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $624,386 | 8,424 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||