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CVR Partners (UAN): which funds own it

Materials →Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Sections with a free account

1 concentrated manager holds it with a median weight of 5.6%.

Who owns CVR Partners?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Icahn Enterprises Holdings (13D/A filed Jun 4, 2025). Icahn Carl C, IEP Energy Holding LLC and American Entertainment Properties Corp. are listed on their Form 4 filings as owners of more than 10%. As of Jun 30, 2026, the largest holders reported on Form 13F were Carl C Icahn (4.2 million shares), Morgan Stanley (438,977 shares) and JPMorgan Chase (187,535 shares).

Which institutions hold the most CVR Partners shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. Carl C Icahn: 4.2 million shares
  2. 2. Morgan Stanley: 438,977 shares
  3. 3. JPMorgan Chase: 187,535 shares
  4. 4. Mirae Asset Global Etfs Holdings: 142,552 shares
  5. 5. UBS Group: 138,304 shares
  6. 6. ING Groep: 83,100 shares
  7. 7. Oxbow Advisors: 70,310 shares
  8. 8. De Lisle Partners LLP: 54,233 shares
  9. 9. Natixis: 45,000 shares
  10. 10. Goldman Sachs Group: 43,626 shares

Sources:13D/A by Icahn Enterprises Holdings (Jun 4, 2025) ↗All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

CVR Partners revenue

CVR Partners reported annual revenue of $606.0 million for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).

Well-known investors holding it

Carl Icahn 13F (Q2 2026)

Concentrated managers
1
All 13F: 70
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$111.48
-12.0% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (1 → 1): 0 opened · 0 exited = 0

Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of UAN (all 13F filers)

  • Carl C Icahnconcentrated4.2 MInvestment firm · 39.40% of the company0
  • Morgan Stanley439 KBank or trading desk · 4.15% of the company−94 K
  • JPMorgan Chase188 KBank or trading desk · 1.77% of the company+63 K
  • Mirae Asset Global Etfs Holdings143 KIndex manager · 1.35% of the company+5,530
  • UBS Group138 KBank or trading desk · 1.31% of the company−34 K
  • ING Groep83 KBank or trading desk · 0.79% of the company+24 K
  • Oxbow Advisors70 KType not verified · 0.67% of the company+542
  • De Lisle Partners LLP54 KType not verified · 0.51% of the company+600
  • Natixis45 KBank or trading desk · 0.43% of the company0
  • Goldman Sachs Group44 KBank or trading desk · 0.41% of the company+3,221

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

12-month figures to Sep 30, 2026 · balance sheet as of Sep 30, 2026.

Profitability
Operating margin
20.6%
Net margin
16.1%
ROE
39.1%
Growth
Revenue (TTM)
$659M
Revenue growth
7.3%
Net income (TTM)
$106M
Balance sheet
Net debt / EBITDA
1.8x
Free cash flow (TTM)
$149M
Quality vs sector
69/100

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Shares outstanding: buybacks and dilution

Diluted shares by fiscal year (split-adjusted)

2025: 10.6 M

113.3 M0
20162025

There is a jump that may be an undetected split: we do not show the changes.

Buybacks (FY 2025)
no data
Share issuance
no data
Stock-based compensation
$9.8M1.6% of revenue
Dividends paid
no data

From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.

Earnings quality and debt

Operating cash flow ÷ net income (12 months)
2.23
Debt due within 12 months
$847K0.01 times cash and investments

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

  • Icahn Enterprises Holdings39.4%13D · amendmentfiling ↗Event: Jun 3, 2025 · filed: Jun 4, 2025
  • Icahn Enterprises Holdings39.4%13D · amendmentfiling ↗Event: Apr 22, 2025 · filed: Apr 23, 2025

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Mar 3, 2026Seriousfiling ↗

    Notice of delisting or failure to meet a listing rule (Item 3.01)

  • Jun 23, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «CVR Energy and CVR Partners Announce Leadership Changes»

  • Mar 18, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Jan 22, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Materials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Materials →

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