CSM Advisors LLC Reduces CF Industries Holdings Stake

Investment firm cuts position in basic materials company by over 67%

Mar. 17, 2026 at 8:19am

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According to a recent SEC filing, CSM Advisors LLC reduced its stake in CF Industries Holdings, Inc. (NYSE: CF) by 67.4% during the third quarter. The firm now owns 27,385 shares of the basic materials company's stock, down from 83,917 shares previously.

Why it matters

This transaction provides insight into the investment strategy and portfolio adjustments of CSM Advisors, a financial advisory firm. Changes in institutional ownership of publicly traded companies can signal shifts in market sentiment or investment theses around a particular stock.

The details

In its 13F filing with the SEC, CSM Advisors reported selling 56,532 shares of CF Industries during the third quarter. The firm's remaining 27,385 shares were worth approximately $2.46 million at the end of the reporting period.

  • CSM Advisors made the portfolio changes in the third quarter of the year.

The players

CSM Advisors LLC

A financial advisory firm that manages investments and provides wealth management services.

CF Industries Holdings, Inc.

A leading global manufacturer of hydrogen and nitrogen products for agricultural and industrial customers.

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The takeaway

This transaction reflects CSM Advisors' decision to reduce its exposure to CF Industries, potentially due to a shift in the firm's investment thesis or broader portfolio considerations. However, the filing does not provide insight into the specific reasons behind the portfolio adjustment.