Lakewood Asset Management LLC
Position in CF — CF Industries Holdings, Inc.
CIK 1966581
NAPERVILLE, IL
Position in CF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,034,749
-$196,653 QoQ
Shares Held
9,558
+0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#437
of 955 holders
Holding Since
Mar 2024
10 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, 2026Lakewood Asset Management LLC holds $1,846,248 across 2 Agricultural Inputs names. CF ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CF |
CF Industries Holdings, Inc.
This page
|
9,558 | $1,034,749 | |
| 2 | CTVA |
Corteva, Inc.
|
9,582 | $811,499 |
All Filings in CF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034,749 | 9,558 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,231,402 | 9,484 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $956,773 | 12,371 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,099,722 | 12,260 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,108,692 | 12,051 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $942,723 | 12,063 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $771,463 | 9,042 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $772,714 | 9,006 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $730,971 | 9,862 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $826,524 | 9,933 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||