Murphy Pohlad Asset Management’s CF Industries CF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.09M Hold
10,100
0.38% 73
2026
Q1
$1.31M Buy
10,100
+1,300
+15% +$133K 0.47% 61
2025
Q4
$681K Buy
8,800
+100
+1% +$8.22K 0.26% 82
2025
Q3
$780K Hold
8,700
0.31% 80
2025
Q2
$800K Buy
8,700
+300
+4% +$25.6K 0.34% 75
2025
Q1
$656K Buy
8,400
+450
+6% +$37.7K 0.28% 82
2024
Q4
$678K Buy
7,950
+350
+5% +$30.3K 0.29% 82
2024
Q3
$652K Buy
7,600
+2,360
+45% +$183K 0.27% 83
2024
Q2
$388K Hold
5,240
0.17% 91
2024
Q1
$436K Sell
5,240
-1,275
-20% -$102K 0.17% 95
2023
Q4
$518K Sell
6,515
-600
-8% -$47.7K 0.21% 89
2023
Q3
$610K Sell
7,115
-100
-1% -$7.9K 0.27% 78
2023
Q2
$501K Sell
7,215
-4,825
-40% -$337K 0.22% 86
2023
Q1
$873K Buy
12,040
+4,200
+54% +$343K 0.36% 65
2022
Q4
$668K Buy
+7,840
New +$796K 0.27% 74

Other funds holding CF

Murphy Pohlad Asset Management's CF Position: Q2 2026 in Review

Murphy Pohlad Asset Management held its CF Industries (CF) position steady in Q2 2026 at 10,100 shares worth $1.09M. The position accounts for 0.38% of the portfolio, ranked #73.

Murphy Pohlad Asset Management first reported a position in CF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q1 2026. 963 funds tracked by Wall St. Rank hold CF as of Q2 2026.

  • Murphy Pohlad Asset Management held 10,100 shares of CF Industries worth $1.09M as of Q2 2026.
  • Murphy Pohlad Asset Management left its CF Industries share count unchanged in Q2 2026.
  • CF Industries made up 0.38% of Murphy Pohlad Asset Management's portfolio in Q2 2026, its #73 holding.
  • Murphy Pohlad Asset Management first reported a position in CF Industries in Q4 2022 and has held it in 15 quarters since.
  • Murphy Pohlad Asset Management's CF Industries position peaked at $1.31M in Q1 2026.
  • 963 funds tracked by Wall St. Rank held CF Industries as of Q2 2026.

Based on Murphy Pohlad Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.