CF Industries Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+0.02%
vs ±4.4% implied · ×0.00
shaded = implied · ▲▼ = realized
CF Industries has 8 disclosed suppliers and 3 disclosed customers in SEC filings.
CF Industries Holdings, Inc.
123.48
SentenceCHS was our largest customer in 2025 and accounted for approximately 13% of our consolidated net sales.
basisCF FY2025 revenue $7.1B
CF 10-Kaccession 0001324404-26-000007
SentencePursuant to a long-term offtake agreement, a joint venture between a subsidiary of Occidental Petroleum Corporation and Enbridge Inc. would then transport the CO 2 and permanently sequester it in a Class VI well at its Pelican Sequestration Hub in Louisiana, which is currently under development.
SentenceIn June 2025, the Blue Point joint venture executed agreements, including a long-term supply agreement, with a subsidiary of Linde plc for them to design, construct, own, operate and maintain an air separation unit (ASU) at our Blue Point complex to supply oxygen and nitrogen to the low-carbon ATR ammonia production facility.
SentencePursuant to a long-term offtake agreement, a joint venture between a subsidiary of Occidental Petroleum Corporation and Enbridge Inc. would then transport the CO 2 and permanently sequester it in a Class VI well at its Pelican Sequestration Hub in Louisiana, which is currently under development.
SentenceIn connection with the closing of the acquisition on December 1, 2023, we entered into a long-term ammonia offtake agreement providing for us to supply up to 200,000 tons of ammonia per year to IPL's Dyno Nobel, Inc. subsidiary.
CF 10-Kaccession 0001324404-26-000007
SentenceOn December 1, 2023, we acquired an ammonia production facility located in Waggaman, Louisiana from Dyno Nobel Louisiana Ammonia, LLC (DNLA), a U.S. subsidiary of Australia-based Incitec Pivot Limited (IPL), pursuant to an asset purchase agreement with DNLA and IPL.
CF 10-Kaccession 0001324404-25-000006
SentenceOn December 1, 2023, we acquired an ammonia production facility located in Waggaman, Louisiana from Dyno Nobel Louisiana Ammonia, LLC (DNLA), a U.S. subsidiary of Australia-based Incitec Pivot Limited (IPL), pursuant to an asset purchase agreement with DNLA and IPL.
CF 10-Kaccession 0001324404-25-000006
SentenceThe Point Lisas facility in Trinidad is owned jointly through a 50/50 venture with Koch Fertilizer LLC.
CF 10-Kaccession 0001324404-26-000007
SentenceIn connection with the acquisition, we entered into a long-term ammonia offtake agreement providing for us to supply up to 200,000 tons of ammonia per year to IPL's Dyno Nobel, Inc. subsidiary.
CF 10-Kaccession 0001324404-25-000006
SentenceIn connection with the closing of the acquisition on December 1, 2023, we entered into a long-term ammonia offtake agreement providing for us to supply up to 200,000 tons of ammonia per year to IPL's Dyno Nobel, Inc. subsidiary.
CF 10-Kaccession 0001324404-26-000007
Expected move
Inputs8Q avg ±2.2%·×1.80·rich
straddle ±5.8%
spot 123.30exp Nov 6ATM strike 123ATM straddle 8.45IV 62%