CVR PARTNERS LP UAN
COM · MLP · CUSIP 126633205
- SectorMaterials
- IndustryAgricultural Chemicals
- HeadquartersSugar Land, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $126.76. Options: 8 managers hold calls ($57.3m notional), 7 hold puts ($12.5m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 50 |
| Q4 2022 | 44 |
| Q1 2023 | 52 |
| Q2 2023 | 54 |
| Q3 2023 | 53 |
| Q4 2023 | 58 |
| Q1 2024 | 55 |
| Q2 2024 | 53 |
| Q3 2024 | 52 |
| Q4 2024 | 58 |
| Q1 2025 | 54 |
| Q2 2025 | 63 |
| Q3 2025 | 68 |
| Q4 2025 | 69 |
| Q1 2026 | 74 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 22 | 21 |
| Q3 2024 | 18 | 21 |
| Q4 2024 | 18 | 17 |
| Q1 2025 | 26 | 24 |
| Q2 2025 | 32 | 18 |
| Q3 2025 | 33 | 21 |
| Q4 2025 | 30 | 25 |
| Q1 2026 | 38 | 21 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $21.0m | $2.4m | 0.11 |
| Q3 2025 | $18.2m | $6.1m | 0.34 |
| Q4 2025 | $8.2m | $15.4m | 1.87 |
| Q1 2026 | $57.3m | $12.5m | 0.22 |
Biggest buyers
| MORGAN STANLEY | Added | +177.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | New | +137.0k |
| UBS Group AG | Added | +82.6k |
| ZAZOVE ASSOCIATES LLC | Added | +38.6k |
| GOLDMAN SACHS GROUP INC | Added | +35.2k |
| LPL Financial LLC | Added | +19.0k |
| Tidal Investments LLC | New | +12.5k |
| ING GROEP NV | Added | +9.0k |
| SIMPLEX TRADING, LLC | Added | +7.8k |
| Pekin Hardy Strauss, Inc. | New | +6.9k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -72.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -66.2k |
| CITADEL ADVISORS LLC | Reduced | -22.7k |
| HRT FINANCIAL LP | Sold out | -6.7k |
| GraniteShares Advisors LLC | Reduced | -4.5k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -3.7k |
| CYPRESS FINANCIAL PLANNING LLC | Sold out | -3.5k |
| Jefferies Financial Group Inc. | Sold out | -2.3k |
| Bramshill Investments, LLC | Reduced | -2.3k |
| Aristides Capital LLC | Sold out | -2.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $19.2m151.6k shares |
| Aristides Capital LLC | New | $12.7m100.0k shares |
| PEAK6 LLC | New | $8.9m70.0k shares |
| GROUP ONE TRADING LLC | Added | $6.6m52.3k shares |
| JANE STREET GROUP, LLC | Added | $5.3m41.5k shares |
| CITADEL ADVISORS LLC | Added | $3.6m28.4k shares |
| IMC-Chicago, LLC | Reduced | $671.4k5.3k shares |
| SIMPLEX TRADING, LLC | Added | $405.3k3.2k shares |
Biggest puts
| PEAK6 LLC | New | $4.4m35.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.3m34.3k shares |
| CITADEL ADVISORS LLC | Added | $2.5m19.9k shares |
| JANE STREET GROUP, LLC | New | $696.7k5.5k shares |
| IMC-Chicago, LLC | Reduced | $418.0k3.3k shares |
| GROUP ONE TRADING LLC | Added | $88.7k700 shares |
| SIMPLEX TRADING, LLC | Reduced | $12.7k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
ICAHN CARL C
13D · may seek influence
no change · filed 2025-06-04
Stated purposeItem 4 of the Initial 13D is hereby amended and supplemented as follows: The previously announced Rule 10b5-1 plan entered into by American Entertainment Properties Corp. ("AEP") with respect to the Units of the Issuer expired pursuant to its terms on June 1, 2025. On June 3, 2025, AEP entered into a new trading plan (the "10b5-1 Trading Plan") pursuant to Rule 10b5-1 under the Act. The 10b5-1 Trading Plan provides that Jefferies LLC (the "Broker") may make periodic purchases of up to an aggregate of 227,726 Common Units on behalf of AEP beginning on July 3, 2025. The amount and timing of purchases, if any, pursuant to the 10b5-1 Trading Plan will be determined based on the terms of the 10b5-1 Trading Plan, market conditions, unit price and other factors. The 10b5-1 Trading Plan will term… Full filing |
39.4% |
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| ICAHN CARL C 6.17% of their portfolio | 4.2m $527.5m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 533.4k $67.6m | Added +177.5k |
| UBS Group AG 0.00% of their portfolio | 172.0k $21.8m | Added +82.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 137.0k $17.4m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 124.1k $17.2m | Reduced -72.5k |
| ZAZOVE ASSOCIATES LLC 0.42% of their portfolio | 77.9k $8.9m | Added +38.6k |
| Oxbow Advisors, LLC 0.75% of their portfolio | 69.8k $8.8m | Added +3.7k |
| ING GROEP NV 0.05% of their portfolio | 59.1k $7.5m | Added +9.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 54.7k $6.9m | Reduced -66.2k |
| De Lisle Partners LLP 0.82% of their portfolio | 53.6k $6.8m | Reduced -800 |
| NATIXIS 0.02% of their portfolio | 45.0k $5.7m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 40.4k $5.1m | Added +35.2k |
| LPL Financial LLC 0.00% of their portfolio | 30.3k $3.8m | Added +19.0k |
| GraniteShares Advisors LLC 2.15% of their portfolio | 23.6k $3.0m | Reduced -4.5k |
| Founders Financial Alliance, LLC 0.35% of their portfolio | 15.2k $1.9m | Reduced -380 |
| Bramshill Investments, LLC 0.16% of their portfolio | 14.3k $1.8m | Reduced -2.3k |
| Tidal Investments LLC 0.00% of their portfolio | 12.5k $1.6m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 12.4k $1.6m | Reduced -981 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 11.1k $1.4m | Added +2.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 10.9k $1.4m | Added +2.8k |
| SIMPLEX TRADING, LLC 0.04% of their portfolio | 9.8k $1.2m | Added +7.8k |
| GSA CAPITAL PARTNERS LLP 0.08% of their portfolio | 9.7k $1.2m | Added +1.2k |
| Advisors Asset Management, Inc. 0.02% of their portfolio | 9.1k $1.2m | Added +2.4k |
| Jump Financial, LLC 0.02% of their portfolio | 8.7k $1.1m | Added +2.8k |
| Apollon Wealth Management, LLC 0.02% of their portfolio | 8.4k $1.1m | Reduced -37 |
| SP Asset Management LLC 0.08% of their portfolio | 7.3k $929.3k | Added +19 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 7.2k $913.2k | Added +5.0k |
| Parkside Financial Bank & Trust 0.07% of their portfolio | 7.0k $886.7k | Unchanged |
| Pekin Hardy Strauss, Inc. 0.09% of their portfolio | 6.9k $870.9k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 6.2k $784.3k | Added +369 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 4.7k $592.3k | Reduced -3.7k |
| NOVEM GROUP 0.06% of their portfolio | 4.0k $506.7k | Unchanged |
| Savvy Advisors, Inc. 0.01% of their portfolio | 3.3k $420.9k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 3.3k $420.6k | Reduced -358 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 3.2k $406.7k | Unchanged |
| WEBSTER BANK, N. A. 0.04% of their portfolio | 3.0k $380.0k | New |
| MGO ONE SEVEN LLC 0.01% of their portfolio | 2.9k $370.5k | Reduced -395 |
| Jaffetilchin Investment Partners, LLC 0.02% of their portfolio | 2.9k $369.6k | Added +421 |
| HighTower Advisors, LLC 0.00% of their portfolio | 2.7k $336.5k | Added +490 |
| Lifetime Wealth Management P.C. 0.18% of their portfolio | 2.5k $310.3k | Unchanged |
| BESSEMER GROUP INC 0.00% of their portfolio | 2.4k $301.0k | Unchanged |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.47% of their portfolio | 2.2k $278.7k | New |
| Susquehanna Portfolio Strategies, LLC 0.00% of their portfolio | 2.1k $270.2k | New |
| CITIGROUP INC 0.00% of their portfolio | 2.0k $259.5k | Added +1.8k |
| Creative Planning 0.00% of their portfolio | 2.0k $253.5k | Unchanged |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 2.0k $253.0k | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. 0.06% of their portfolio | 2.0k $252.7k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 1.9k $241.7k | Reduced -1.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 1.8k $229.3k | Reduced -22.7k |
| Arrow Investment Advisors, LLC 0.22% of their portfolio | 1.6k $203.6k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 1.4k $167.3k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1.1k $135.2k | Added +1.0k |
| BARCLAYS PLC 0.00% of their portfolio | 839 $106.3k | Added +814 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 639 $80.9k | New |
| GABLES CAPITAL MANAGEMENT INC. 0.03% of their portfolio | 634 $80.3k | Unchanged |
| Root Financial Partners, LLC 0.00% of their portfolio | 600 $76.0k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 587 $74.3k | Added +30 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 545 $69.1k | Added +71 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 447 $61.2k | Added +50 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 445 $56.4k | Unchanged |
| Luken Investment Analytics, LLC 0.02% of their portfolio | 400 $50.7k | Unchanged |
| Pinnacle Bancorp, Inc. 0.01% of their portfolio | 224 $28.4k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 208 $26.3k | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 200 $25.3k | New |
| Atlantic Edge Private Wealth Management, LLC 0.00% of their portfolio | 135 $17.1k | Unchanged |
| Cornerstone National Bank & Trust Co 0.00% of their portfolio | 100 $12.4k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 81 $10.3k | Added +75 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 60 $7.6k | New |
| Allworth Financial LP 0.00% of their portfolio | 52 $6.6k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 50 $6.3k | New |
| CoreCap Advisors, LLC 0.00% of their portfolio | 50 $6.3k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 40 $5.1k | New |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 31 $3.9k | Unchanged |
| Archer Investment Corp 0.00% of their portfolio | 15 $1.9k | Unchanged |