Form 13-F position report

CVR PARTNERS LP

Reported by ICAHN CARL C

UAN CUSIP 126633205 Manager CIK 0000921669

Reported 4,099,155 shares, up 32,963 (0.8%) from the prior quarter.

Reported value -0.2%; share count 0.8% vs. the prior quarter.

Added
% of reported 13F value 4.12% This manager · Q1 2025
Shares 4,099,155 Quarter-end amount reported
Reported value $308,133,481 Fair value at quarter end
Consecutive quarters held 5 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-03-31 305872280
2024-06-30 294468720
2024-09-30 261269960
2024-12-31 308867944
2025-03-31 308133481
2025-06-30 369954102
2025-09-30 375284373
2025-12-31 426838085
2026-03-31 527488588
2026-06-30 464233266

Quarterly position history

How this manager's reported quarter-end position changed over time.

10 quarters
Quarterly reported position history for CVR PARTNERS LP held by ICAHN CARL C.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Unchanged 4,164,274 0 (0.0%) 5.62% $464,233,266 2026-08-14
Q1 2026 Unchanged 4,164,274 0 (0.0%) 6.17% $527,488,588 2026-05-15
Q4 2025 Unchanged 4,164,274 0 (0.0%) 5.05% $426,838,085 2026-02-17
Q3 2025 Unchanged 4,164,274 0 (0.0%) 4.11% $375,284,373 2025-11-14
Q2 2025 Added 4,164,274 +65,119 (1.6%) 4.69% $369,954,102 2025-08-14
Q1 2025 Added 4,099,155 +32,963 (0.8%) 4.12% $308,133,481 2025-05-15
Q4 2024 Added 4,066,192 +174,192 (4.5%) 4.17% $308,867,944 2025-02-14
Q3 2024 Unchanged 3,892,000 0 (0.0%) 2.65% $261,269,960 2024-11-14
Q2 2024 Unchanged 3,892,000 0 (0.0%) 2.72% $294,468,720 2024-08-14
Q1 2024 New 3,892,000 +3,892,000 (0.0%) 2.57% $305,872,280 2024-05-15

Who else reported the position

66 managers reported CVR PARTNERS LP for Q1 2025.

Managers reporting CVR PARTNERS LP in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
ICAHN CARL C This report Added 4,099,155 +32,963 4.12% $308,133,481 5 qtrs
MORGAN STANLEY Added 218,446 +126,175 < 0.01% $16,420,637 18 qtrs
Ion Asset Management Ltd Unchanged 86,600 0 0.42% $6,509,722 12 qtrs
UBS Group AG Reduced 80,837 -2,316 < 0.01% $6,076,517 18 qtrs
De Lisle Partners LLP Added 50,633 +4,916 0.63% $3,804,992 5 qtrs
GROUP ONE TRADING L P Added 48,466 +38,326 0.01% $3,643,189 17 qtrs
SUSQUEHANNA INTERNATIONAL GROUP LLP Added 41,123 +26,634 < 0.01% $3,091,216 16 qtrs
CITADEL ADVISORS LLC Reduced 35,060 -10,203 < 0.01% $2,635,460 17 qtrs
Rangeley Capital LLC Reduced 23,183 -817 1.87% $1,742,666 2 qtrs
JANE STREET GROUP LLC New 21,221 +21,221 < 0.01% $1,595,182 1 qtr
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
May 15, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
4,099,155
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.