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Stock impact report

Thrivent Large Cap Value Fund Q1 2026 Commentary [Seeking Alpha]

CF Industries Holdings, Inc. (CF) 
Last cf industries holdings, inc. earnings: 2/12 04:30 pm Check Earnings Report
US:NYSE Investor Relations: snl.com/irw/corporateprofile/4533245
Company Research Source: Seeking Alpha
For the trailing 12 months, stock selection in Information Technology, Communications Services, Financials and Utilities were positive. The Fund remains overweight in attractively valued companies and focuses on companies where the team believes the future return on invested capital is not correctly priced into a company's valuation. Ratana21/iStock via Getty Images Performance factors Over the past quarter, within Materials, CF Industries, a U.S.-based fertilizer company, benefitted from increased global fertilizer prices due to supply declines from the closure of the Strait of Hormuz. Solstice Advanced Materials benefitted from continued adoption of This article was written by Show less Read more
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