Concurrent Investment Advisors, LLC
Position in CF — CF Industries Holdings, Inc.
CIK 2001015
Tampa, FL
Position in CF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$424,378
+$110,296 QoQ
Shares Held
3,920
+62.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#607
of 955 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CF Over Time
Shares Held
Position Value (USD)
Derivatives in CF
reported options exposure · as of Mar 31, 2026CallValue
$25,968
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $4,423,210 across 4 Agricultural Inputs names. CF ranks #2 (9.6% of the industry book) .
All Filings in CF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,378 | 3,920 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $314,082 | 2,419 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $25,968 | 200 | Call | Sole | 2026-04-21 | |
| 2025-12-31 | $283,295 | 3,663 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $312,245 | 3,481 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $264,960 | 2,880 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $330,808 | 4,233 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $273,109 | 3,201 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $282,110 | 3,288 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $243,335 | 3,283 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $269,267 | 3,236 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $246,132 | 3,096 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||