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EdgarHawk

CVI CVR ENERGY INC Insider Trading

11 filings analyzed · Latest 2026-02-24
Insider buys
11
Insider sells
0
Unique insiders
1
Direction
Net buying
February 2026
2026-02-24
high
ICAHN CARL C Buy
783,404 shares
$16,445,044
@ $20.99
Significance 8/10

Icahn bought 783,404 shares (783.4K) of CVR Energy at $20.99 avg in 3 Feb trades; now holds 71.20M shares (-45.7% from 52-wk high).

Icahn Carl C, a 10% owner, executed 3 separate purchases totaling 783,404 shares for $16,445,044.48 between February 20–24, 2026, at a blended average price of $20.99. At the current price of $21.71, the stock is -45.7% from its 52-week high of $40.01 and has declined -11.5% over 30 days and -36.9% over 90 days. His prior trades at CVR Energy show a strong pattern: all 5 recent buys (April 2025) had positive 90-day returns ranging from +22.2% to +31.7%, with 100% timing success at the 90-day mark. His cross-ticker track record demonstrates 19 prior buys with an average 90-day return of +35.0% and a 100% win rate. The purchases represent a +1.1% increase to his post-transaction holdings of 71.20M shares, occurring during a period of significant stock weakness relative to recent highs.

May 2025
2025-05-01
medium
ICAHN CARL C Buy
7,907 shares
$143,986
@ $18.21
Significance 4/10

Icahn buys 7,907 shares of CVR Energy (CVI) at $18.21; 5 purchases in 9 days as stock trades 41.8% below 52-week high amid -17.7% annual revenue decline and -$123.0M net loss.

Carl Icahn purchased 7,907 shares of CVR Energy on 2025-04-29 at $18.21, extending a concentrated buying pattern at this ticker with four additional purchases between 2025-04-17 and 2025-04-25. The cumulative acquisition during this nine-day window reflects discretionary activity at prices well below the 52-week high of $33.22; the current price of $19.35 sits -41.8% from that peak. The company's fundamentals present headwinds: latest-quarter revenue of $1.6B represents -17.7% annual decline, and net income stands at -$123.0M, producing a P/E ratio of 322.50 (distorted by near-zero profitability). As a 10% owner accumulating shares at depressed valuations, Icahn's sustained buying pattern warrants tracking of whether this reflects contrarian positioning in a distressed energy-sector name or opportunistic accumulation ahead of operational or strategic changes.

April 2025
2025-04-28
high
ICAHN CARL C Buy
71,313 shares
$1,296,251
@ $18.18
Significance 6/10

Icahn buys 71,313 shares in CVI at $18.18 avg; stock down 44.5% from 52-wk high, trading at P/E 311.83.

Carl Icahn purchased 71,313 shares across 2 transactions on April 24–25, 2025, at a blended average price of $18.18, increasing his holdings to 70.41M shares (a 0.1% increase from his pre-transaction position). The purchases occurred as CVR Energy trades 44.5% below its 52-week high of $33.69 and faces significant headwinds: the latest quarter showed a net loss of $124.0M, annual revenue contracted 17.7% year-over-year, and the stock trades at an extreme P/E ratio of 311.83. Icahn's most recent prior buys at CVI all occurred within days (April 15–23, 2025), revealing a pattern of accumulated purchases in a sharply weakened stock. The timing and magnitude of these rapid successive buys, combined with the company's deteriorated fundamentals and valuation distress, warrant scrutiny into whether this reflects Icahn's assessment of a value opportunity or a marker of ongoing operational or market pressures at CVR Energy.

2025-04-23
high
ICAHN CARL C Buy
128,847 shares
$2,309,720
@ $17.93
Significance 6/10

Icahn buys 128,847 shares of CVR Energy (CVI) in 2 transactions totaling $2,309,720.12 as 10% owner

Icahn Carl C, a 10% owner, made two separate open-market purchases totaling 128,847 shares for $2,309,720.12 on April 21 and April 23, 2025, at an average price of $17.93 per share. This follows five prior purchases at CVI between April 11–17, indicating a rapid sequence of accumulation within a 12-day window. The current price of $17.88 is -46.9% from the 52-week high of $33.69 and the company faces significant operational headwinds, with a -17.7% annual revenue decline, negative net income of $-124,000,000.00, and a P/E of 298.00 reflecting distressed fundamentals. The pattern of multiple buys in quick succession at depressed valuations by a substantial shareholder suggests responsive positioning to market conditions, though measurable outcomes from his prior same-ticker trades at CVI are not yet determinable.

2025-04-18
high
ICAHN CARL C Buy
84,922 shares
$1,533,332
@ $18.06
Significance 6/10

Icahn buys 84,922 shares of CVR Energy at $18.06 average; stock down 47.7% from 52-week high, trading at $18.39.

Carl Icahn, a 10% owner, executed 2 separate purchases totaling 84,922 shares for $1,533,332.31 on April 16–17, 2025, at a blended average price of $18.06. The current stock price is $18.39, down 47.7% from its 52-week high of $35.14 and down 13.5% over the past 30 days. CVR Energy is reporting net income of $-124,000,000.00 (a loss) against revenue of $1,833,000,000.00, with annual revenue declining 17.7% year-over-year. Icahn's prior 5 trades at this ticker all occurred within the preceding week (April 9–15), suggesting sustained accumulation activity. The pattern of repeated purchases at declining prices during a period of deteriorating fundamentals and significant price weakness warrants investor attention to the underlying investment thesis and catalyst that may have prompted this activity.

2025-04-15
high
ICAHN CARL C Buy
352,855 shares
$6,198,309
@ $17.57
Significance 6/10

Carl Icahn buys 352,855 shares at avg $17.57 as stock trades -49.9% from 52-week high of $35.42

Carl C. Icahn, a 10% owner of CVR Energy, executed 3 separate purchases totaling 352,855 shares for $6,198,309.26 between April 11–15, 2025, at a blended average price of $17.57. The stock currently trades at $17.73, near the transaction price but down -49.9% from its 52-week high of $35.42 and -16.6% over the past 90 days. The company's fundamentals show material weakness: net income of $-124,000,000.00 against revenue of $1,833,000,000.00, a P/E ratio of 295.50, and annual revenue decline of -17.7%. Icahn's prior 5 trades at CVI (April 4–10) remain too recent to measure outcomes, and his cross-ticker buy track record shows 0 of 0 prior buys well-timed at the 90-day mark, providing no pattern evidence of timing accuracy. The purchase represents a +0.5% increase to his already-dominant 70.13M-share position.

2025-04-10
high
ICAHN CARL C Buy
665,449 shares
$11,128,809
@ $16.72
Significance 6/10

Icahn purchases 665,449 shares at avg $16.72 over 3 days; stock down -55.3% from 52-week high amid -17.7% revenue decline

Carl Icahn acquired 665,449 shares across 3 separate transactions totaling $11,128,809.10, raising his stake from 69,107,178 to 69,772,627 shares. The purchases occurred at prices ($16.76, $16.62, $16.78) near the current level of $16.79, but the stock trades -55.3% below its 52-week high of $37.57. CVR Energy's recent fundamentals are weak: net income of $-124,000,000.00, annual revenue decline of -17.7%, and an elevated P/E of 279.83, suggesting earnings volatility or distress. Icahn's prior 5 trades at CVI have all been buys within the past month, and his cross-ticker track record shows 19 prior buys versus 1 prior sell, indicating a consistent buyer. The timing of these purchases during a significant drawdown from peak requires monitoring against CVR Energy's operational recovery trajectory.

March 2025
2025-03-17
high
ICAHN CARL C Buy
87,977 shares
$1,595,911
@ $18.14
Significance 6/10

Icahn buys 87,977 shares of CVR Energy at $18.14, fifth consecutive daily purchase in two days

Carl C. Icahn, a 10% owner of CVR Energy, executed 2 separate purchases totaling 87,977 shares for $1,595,911.25 across March 13-14, 2025, at a blended average price of $18.14. This buying activity follows four additional purchases by Icahn on March 6, 7, 10, 11, and 12—reflecting consecutive-day accumulation at CVI during a period when the stock is -45.0% from its 52-week high of $37.62 but up +11.4% over the prior 30 days. The company faces structural headwinds: annual revenue declined -17.7% year-over-year, net income is negative at $-124,000,000.00, and the P/E ratio stands at 344.67, indicating the company is unprofitable. Icahn's repeated open-market purchases at CVI, despite deteriorating fundamentals and extreme valuation metrics, merit close observation regarding his strategic intent and conviction in the name's recovery trajectory.

2025-03-12
high
ICAHN CARL C Buy
295,221 shares
$5,335,243
@ $18.07
Significance 7/10

Carl Icahn buys 295,221 shares of CVR Energy (CVI) across 3 days for $5.3M; stock down 6.8% in 30 days.

Carl Icahn, a 10% owner, made three consecutive purchases totaling 295,221 shares for $5,335,243.01 between March 10–12, 2025, at prices ranging from $18.01 to $18.15. These transactions follow five prior purchases at CVI within the preceding week (March 3–7), indicating sustained accumulation during a period when the stock is down 6.8% over 30 days and 52.2% from its 52-week high of $37.62. CVR Energy's fundamentals show strain: net income of $-124,000,000.00, negative annual revenue growth of -17.7%, and a P/E ratio of 299.50 reflecting valuation distress. Icahn's cross-ticker track record shows a 9.0% average 30-day return on his 20 prior buys, though his same-ticker history at CVI is entirely recent with no measurable outcomes yet, leaving open whether this extended accumulation phase will align with his historical performance.

2025-03-07
high
ICAHN CARL C Buy
203,219 shares
$3,654,697
@ $17.98
Significance 6/10

Icahn buys 203,219 CVI shares in 3 transactions for $3,654,697.18; holdings jump to 68.15M shares (+0.3%)

Carl Icahn executed 3 separate purchases totaling 203,219 shares for $3,654,697.18 across 2025-03-05 through 2025-03-07, at a blended average price of $17.98. The stock is currently trading at $18.06, down 52.0% from its 52-week high of $37.62 and down 4.8% over the past 30 days. Icahn's holdings post-transaction are 68,151,072 shares representing a 0.3% net increase. While his cross-ticker track record shows strong performance (20 prior buys averaging +9.0% 30-day return and +13.0% 90-day return), his prior trades at CVR Energy have not yet demonstrated measurable outcomes. CVR Energy faces fundamental headwinds: the company is currently loss-making with net income of $-124,000,000.00 on revenue of $1,833,000,000.00, and annual revenue growth stands at -17.7%, coupled with an elevated P/E of 301.00. The timing of these purchases in a deteriorating price environment warrants investor attention given the company's weak financial trajectory.

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