MORGAN STANLEY

Position in CF — CF Industries Holdings, Inc.

CIK 895421 NEW YORK, NY

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Position in CF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$308,148,098

+$48,275,263 QoQ

Shares Held

2,373,291

-29.4% QoQ

Ownership

1.54%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84.91095276559007.ToString("F0")% Shared 0.ToString("F0")% None 15.08904723440994.ToString("F0")%

Common Shares in CF Over Time

Shares Held

Position Value (USD)

Position in Agricultural Inputs

Basic Materials · as of Mar 31, 2026

MORGAN STANLEY holds $1,754,716,429 across 13 Agricultural Inputs names. CF ranks #2 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTVA	Corteva, Inc.	9,931,302	$831,349,285
2	CF	CF Industries Holdings, Inc. This page	2,373,291	$308,148,098
3	NTR	Nutrien Ltd.	3,680,533	$277,733,013
4	MOS	Mosaic Co	4,908,563	$125,168,353
5	UAN	Cvr Partners, LP	533,355	$67,560,076
6	FMC	Fmc Corp	3,399,801	$58,544,570
7	ICL	ICL Group Ltd.	7,469,857	$38,693,856
8	SMG	Scotts Miracle-Gro Co	597,159	$36,313,235

All Filings in CF

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$308,148,098	2,373,291	-29.4%	Shares	Defined	2026-05-15
2025-12-31	$259,872,835	3,360,135	-8.2%	Shares	Defined	2026-05-27
2025-09-30	$328,442,466	3,661,566	+9.5%	Shares	Defined	2026-05-27
2025-06-30	$307,631,532	3,343,821	+46.2%	Shares	Defined	2025-08-15
2025-03-31	$178,718,730	2,286,868	+6.9%	Shares	Defined	2025-05-15
2024-12-31	$182,521,573	2,139,259	+16.2%	Shares	Defined	2025-05-15
2024-09-30	$157,989,713	1,841,372	-5.3%	Shares	Defined	2025-05-14
2024-06-30	$144,193,339	1,945,404	-15.5%	Shares	Defined	2025-05-14
2024-03-31	$191,683,797	2,303,615	+10.4%	Shares	Defined	2024-10-17
2023-12-31	$165,919,120	2,087,033	-7.4%	Shares	Defined	2024-08-16
2023-09-30	$193,145,636	2,252,690	-5.4%	Shares	Defined	2023-11-15
2023-06-30	$165,303,525	2,381,209	+16.8%	Shares	Defined	2023-08-14
2023-03-31	$147,819,064	2,039,165	-49.2%	Shares	Defined	2023-05-15
2022-12-31	$342,025,598	4,014,385	+101.0%	Shares	Defined	2023-02-14
2022-09-30	$192,217,021	1,997,060	-14.6%	Shares	Defined	2022-11-14
2022-06-30	$200,592,678	2,339,819	+88.7%	Shares	Defined	2022-10-27
2022-03-31	$127,778,934	1,239,850	-25.2%	Shares	Defined	2022-10-27
2021-12-31	$117,315,368	1,657,465	+22.4%	Shares	Defined	2022-02-14
2021-09-30	$75,575,476	1,353,914	+3.0%	Shares	Defined	2021-11-15
2021-06-30	$67,609,052	1,314,073	+47.4%	Shares	Defined	2021-08-23
2021-03-31	$40,458,943	891,559	-19.6%	Shares	Defined	2021-05-17
2020-12-31	$42,906,276	1,108,403	+16.7%	Shares	Defined	2021-02-16
2020-09-30	$29,165,836	949,718	+18.7%	Shares	Defined	2020-11-13
2020-06-30	$22,521,650	800,343	+179.9%	Shares	Defined	2020-08-14
2020-03-31	$7,776,614	285,905	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.