CF β€” CF INDS HLDGS INC COM

Ownership history in Sowell Financial Services LLC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which Sowell Financial Services LLC reported a position in CF INDS HLDGS INC COM (CF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2025 Q2)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
2019 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
9

Position Intelligence

Sowell Financial Services LLC Γ— CF AI Analytics

Timing score: 29% (2/7 decisions correct). Average cost basis: $83.71. Maximum drawdown during holding period: –44.0%.

⏱️ Timing Score
29%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct

πŸ’° Entry Quality
$83.71
+5.9% vs current ($88.69)

Best entry: $24.64 (2020 Q2)  Β·  Worst: $90.44 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–44.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

6 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,237 +29 +1.3% 0.01% $201K $88.69
2025 Q2 ADDED 2,208 +2,159 +4406.1% 0.01% $203K $90.44
2021 Q1 UNCHANGED 49 β€” 0% 0.00% $3K $40.76
2020 Q4 ADDED 49 +20 +69.0% 0.00% $2K $34.53
2020 Q3 REDUCED 29 -1 -3.3% 0.00% $1K $27.12
2020 Q2 ADDED 30 +11 +57.9% 0.00% $1K $24.64
2020 Q1 REDUCED 19 -287 -93.8% 0.00% $1K $23.52
2019 Q4 ADDED 306 +287 +1510.5% 0.00% $15K $40.99
2019 Q3 INITIATED 19 β€” β€” 0.00% $1K $41.97

🏒 Other funds also holding CF

As of 2025 Q4 β€” sorted by position size

Talaria Asset Management Pty Ltd 10.88% Summit Street Capital Management, LLC 3Y 7Y 3.68% Credit Capital Investments LLC 3Y 7Y 3.24% Kerusso Capital Management LLC 1.67% EMINENCE CAPITAL, LP 3Y 7Y 1.56% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 1.36% Robertson Opportunity Capital, LLC 3Y 7Y 1.12% Miller Capital Partners, Inc. 1.09% S&T BANK/PA 3Y 7Y 1.0% L2 Asset Management, LLC 3Y 0.95%
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