CF Industries Holdings, Inc.
CF Industries Holdings, Inc. is a nitrogen fertilizer manufacturer with a $15.7B market cap, showing a net congressional trading signal of 1 buy vs. 5 sales in the last 12 months, with a single executive branch sale in 2025.
BusinessWhat CF does
CF Industries is a producer and distributor of nitrogen fertilizers, including ammonia, urea, and urea ammonium nitrate solutions. Its business model centers on manufacturing nitrogen products for agricultural and industrial customers globally. Revenue is primarily derived from the sale of these fertilizers, with operations concentrated in North America.
12 months past · 3 months futureCF activity timeline
Executive Branch ConflictsCF held by Trump-administration officials
Lifetime Government AwardsCF federal contracts
CF doesn't hold direct federal contracts.
Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.
Smart Money · 13F HoldingsHedge funds holding CF
Politicians Trading CFMembers of Congress with recent CF positions
Congressional TradesWho in Congress is trading CF
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
No Form 4 activity recorded in the last 180 days.
Bills Affecting CFLive legislation impacting this stock
Political ProfileWhere CF sits in Washington
[object Object]
STRUCTURAL: No lobbying spend (`get_political_influence.lobbying.total_income`: $0), no federal contracts (`get_government_precedent.federal_contracts_summary`: null). EVIDENTIARY: Net negative congressional trading activity (1 buy vs. 5 sales in 12 months) and an executive branch sale (`get_executive_branch_exposure.by_ticker[0].holdings[0].transaction_type`: sale). Net: Evidentiary signals point to net selling by politically exposed persons.
Regulatory ExposureThreats & opportunities
Regulatory threats
-
Exposure to agricultural and environmental regulations (e.g., fertilizer runoff, emissions).EPA, USDA"`Recent bill_impacts` shows 8 recent bills in the agriculture sector with revenue impacts."
Regulatory opportunities
-
Potential for favorable policy in agricultural support or biofuel feedstock programs.USDA"`Recent bill_impacts` shows multiple agriculture bills with positive estimated revenue impacts, indicating legislative activity in its core sector."
Capitol Hill AlliesChampions & critics
Live signals + predictions for CF — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades CF
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord