CVR PARTNERS, LP
boothcheck covers CVR PARTNERS, LP (UAN) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 28, 2026.
• CVR Partners is a nitrogen fertilizer producer structured as a variable-distribution partnership, where the Coffeyville plant's use of petroleum coke rather than natural gas as its main feedstock gives it a cost position most rivals do not share. • The number that defines the unit is the distribution swinging with the cycle: the board declared $4.00 per common unit for Q1 2026 [Source: CVR Partners Q1 2026 results, April 29 2026], a payout that rises and falls with nitrogen prices rather than
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72 institutional managers reported holding UAN in 13F filings for the quarter ended 2026-03-31. Together they hold about 53% of the company; the top 10 hold 50%. 15 opened new positions that quarter. Held by Icahn Capital, Morgan Stanley, UBS, among others. On the short side, 296k shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (5.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
UAN has cut its share count 1% over the past five years, spending $12.40M on repurchases. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at UAN over the trailing three years: 2024: 26 buys totaling $12.41M; 2025: 8 buys totaling $1.95M. 2 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
UAN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-02 | -4.8% | -4.6% |
| 2023-11-01 | +0.8% | -9.9% |
| 2024-02-22 | -2.6% | +12.0% |
| 2024-05-01 | -1.6% | -6.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
UAN's latest 8-K filings: 2026-07-29 (items 2.02, 7.01, 9.01); 2026-06-23 (items 5.02, 8.01, 9.01); 2026-04-29 (items 2.02, 7.01, 9.01); 2026-03-18 (items 5.02, 5.03); 2026-03-03 (items 3.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.