Oxbow Capital Management (HK)’s CF Industries CF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-530,000	Closed	-$54.6M	–	13
2022 Q1	$54.6M	Buy	530,000 +70,000	+15%	+$7.21M	17.84%	2
2021 Q4	$32.6M	Buy	+460,000	New	+$32.6M	14.07%	3