Talaria Asset Management’s CF Industries CF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$57.8M	Buy	628,000 +44,000	+8%	+$4.05M	13.65%	2
2025 Q1	$45.6M	Buy	584,000 +254,000	+77%	+$19.9M	11.98%	6
2024 Q4	$28.2M	Buy	+330,000	New	+$28.2M	7.26%	8