UAN CVR PARTNERS, LP Insider Trading

Carl Icahn buys 10,329 shares at blended $74.36; stock down -8.4% in 90 days despite five consecutive buys since April 11.

Icahn, a 10% owner, executed 2 separate purchases totaling 10,329 shares for $768,024.23, adding 3.9% to his position. This follows a rapid cadence of five consecutive purchases at UAN between April 11–22, signaling persistent accumulation over a concentrated period. However, the stock trades at $75.42, down -8.4% over 90 days and -13.7% from its 52-week high of $87.40, meaning these recent purchases have declined in value post-execution. The company faces headwinds: annual revenue contracted -22.9% year-over-year, though the P/E of 13.09 and quarterly net income of $3,807,000.00 suggest profitability. None of Icahn's prior trades at this ticker have yet reached measurable outcomes (all five earlier trades occurred within the last two weeks), so there is insufficient history at UAN to assess whether this accumulation pattern reflects accurate timing or conviction.

Icahn (10% owner) buys 10,336 shares at blended $74.33 across 2 transactions; stock down -11.3% in 90 days

Carl C. Icahn, a 10% owner of CVR Partners, LP, executed 2 separate purchases totaling 10,336 shares for $768,274.88 on April 16–17, 2025, at a blended average price of $74.33, increasing his holdings by 4.1% to 261,945 shares. The timing is notable given the stock has declined -11.3% over the prior 90 days and trades -14.8% from its 52-week high of $87.40, placing the purchase below recent levels. This follows a cluster of 5 consecutive buy transactions at the same ticker within a week (April 9–15), though outcomes on those earlier trades remain unmeasurable due to recency. The company faces headwinds with annual revenue down -22.9% and net income at only $3.8M on $125.2M in quarterly revenue, yet Icahn's accumulation pattern suggests conviction despite the operational contraction and recent price weakness.

Carl Icahn purchases 13,776 shares across 3 trades (Apr 11–15) for $991,588.20 at $71.98 avg; stock down -16.3% from 52-week high.

Icahn, a 10% owner, executed 3 separate purchases totaling 13,776 shares for $991,588.20 over a concentrated 4-day window, increasing his holdings by 5.8%. The blended average purchase price of $71.98 is below the current price of $73.19, though the broader context shows the stock has declined -16.3% from its 52-week high of $87.40 and -11.4% over 90 days. Notably, Icahn completed 5 consecutive purchases at UAN in the prior 6 days (Apr 4, 7, 8, 9, 10), indicating sustained accumulation into recent weakness. The company faces headwinds with annual revenue declining -22.9% year-over-year and net income of only $3.8M against quarterly revenue of $125.2M, limiting upside catalysts. The timing and scale of these purchases warrant scrutiny given the stock's recent decline, though the lack of measurable prior outcomes at this ticker prevents historical assessment of his execution pattern at UAN.

Icahn (10% owner) bought 18,213 shares in UAN across 3 transactions at $68.35 avg; stock down -22.4% from 52-week high, revenue declining -22.9% YoY

Carl Icahn executed 3 separate purchases totaling 18,213 shares for $1,244,919.26 between April 8–10, 2025, at prices ranging from $68.12 to $68.64, reflecting a blended average of $68.35. This follows five prior buys at UAN within the preceding week (April 1–7), indicating sustained accumulation. However, the current stock price of $67.84 sits -22.4% below the 52-week high and the company faces material headwinds: annual revenue has contracted -22.9% YoY while quarterly net income stands at only $3.8M on $125.2M revenue. His prior purchases at this ticker remain unmeasurable in 90-day outcomes given their recency. The pattern of incremental buying into a deteriorating price and revenue base warrants investor attention to whether additional disclosure or strategic context emerges.

Icahn (10% owner) bought 12,434 shares in CVR Partners across 3 transactions for $855,580.91; stock down 25.3% from 52-week high

Carl Icahn, a 10% owner of CVR Partners, executed 3 separate purchases totaling 12,434 shares for $855,580.91 (blended average $68.81) between April 1–7, 2025, increasing his holdings by 6.0% to 219,620 shares. The timing of these buys is notable: the stock has declined 14.6% over the past 30 days and 13.5% over the past 90 days, and currently trades at $65.32, down 25.3% from its 52-week high of $87.40. Icahn's purchase prices ($74.98, $70.52, $66.65) bracket this recent weakness, with the final two buys executed as the stock continued falling. The company faces headwinds: annual revenue declined 22.9% year-over-year, and net income is thin at $3.8M on quarterly revenue of $125.2M. Prior to this filing, Icahn had already executed 5 separate buys at this same ticker within days (March 25–April 1), all recently filed and with outcomes not yet measurable—suggesting sustained accumulation during a period of weakness.

Carl Icahn buys 5,490 UAN shares in 3 transactions for $411,042.80, raising stake to 207,186 shares (+2.7%)

Carl Icahn, a 10% owner, executed 3 separate purchases totaling 5,490 shares for $411,042.80 at an average price of $74.87 between March 28 and April 1, 2025. His post-transaction holdings of 207,186 shares represent a 2.7% increase from pre-transaction levels. The purchases occurred as the stock trades at $75.93, down 2.4% over 30 days and 13.1% from its 52-week high of $87.40, while the company faces a challenging backdrop with -22.9% annual revenue decline and modest profitability at net income of $3.8M. His cross-ticker track record shows 19 prior buys against only 1 prior sell, and the immediate prior 5 transactions at this ticker between March 11–26 suggest sustained accumulation activity; however, none of those prior same-ticker trades have yet reached 90-day measurement windows, limiting any inference about timing accuracy at this specific holding.

Carl C Icahn buys 1,238 shares at $75.00 (2 transactions, $92,850 total) at CVR Partners; stock -4.5% over 30 days, -13.6% from 52-week high

Carl C Icahn, a 10% owner, executed 2 separate purchases totaling 1,238 shares for $92,850.00 at a blended average price of $75.00 on March 25–26, 2025. This comes amid a period of price weakness: the stock is -4.5% over the prior 30 days and -13.6% from its 52-week high of $87.40, though it has risen 0.3% over 90 days. His prior 5 trades at CVR Partners (all buys on March 6, 10, 11, 12, and 13) are too recent to have measurable 90-day outcomes. Across his cross-ticker open-market history, Icahn has 19 prior buys and only 1 prior sell, indicating a strongly accumulative posture. The increased activity at this ticker — five purchases within the prior two weeks followed by two more on March 25–26 — demonstrates sustained accumulation during a period of relative weakness, though near-term price performance remains mixed.

Carl Icahn purchases 11,345 shares of CVR Partners at blended avg $74.63 in 3 transactions (3/11–3/13), raising stake to 200,458 shares.

Icahn, a 10% owner, made 3 separate purchases totaling 11,345 shares for $846,710.73 between March 11–13, 2025, executed at prices clustering around $74.63. This purchase adds 6.0% to his pre-transaction holdings of 189,113 shares. The stock is currently trading at $75.26, modestly above the blended purchase price, but remains 13.9% below its 52-week high of $87.40 and down 5.6% over the past 30 days. CVR Partners faces significant headwinds: annual revenue declined 22.9% year-over-year, and despite a market cap of $795.5M, the company generated only $3.8M in net income on $125.2M quarterly revenue, yielding a thin 13.07 P/E ratio. Icahn's recent activity follows 4 prior purchases at this ticker within days (March 3–10), suggesting sustained accumulation during a period of weakness, though none of those prior trades has yet reached measurable 90-day outcome windows.

Carl Icahn purchases 4,897 shares of CVR Partners at $74.95 average, raising stake to 189.1K shares; stock down 5.9% in 30 days.

Carl Icahn, a 10% owner of CVR Partners, executed two separate purchases totaling 4,897 shares for $367,016.75 over four days (2025-03-06 and 2025-03-10), increasing his holdings by 2.7% to 189.1K shares. The purchases occurred at a blended average price of $74.95, while the stock currently trades at $74.79—near the transaction prices—and is down 5.9% over the prior 30 days and 14.4% from its 52-week high. CVR Partners shows challenged fundamentals with revenue of $125.2M and annual revenue decline of -22.9%, though the P/E of 12.98 and market cap of $790.5M are within moderate range. Icahn's prior trades at this same ticker over the past three months were followed by positive 30-day returns (+10.2% and +10.0%), though measurable 90-day outcomes remain unavailable for most recent activity. The purchase adds to a cross-ticker track record showing 20 prior open-market buys with an average 30-day return of +10.1%.

Carl Icahn purchases 10,024 shares across 3 transactions at CVR Partners (UAN) for $737,934.62, averaging $73.62

Carl Icahn, a 10% owner, executed three separate purchases totaling 10,024 shares for $737,934.62 between March 3–5, 2025, increasing his holdings from 174,192 to 184,216 shares (+5.8%). The purchases occurred at prices ranging from $72.16 to $74.97, below the current price of $75.18 and well below the 52-week high of $87.40. Icahn's cross-ticker track record shows strong historical execution: 20 prior open-market buys with an average 90-day return of +11.9% and a 100% win rate. However, at this specific ticker, his 5 most recent purchases (all in late December 2024) have delivered 30-day returns of 9.7%–10.2%, though 90-day outcomes remain unmeasurable. The stock's fundamentals show modest profitability ($3.8M net income on $125.2M revenue) and annual revenue decline of -22.9%, paired with a modest P/E of 13.05. This accumulation by a substantial shareholder in a declining-revenue environment warrants monitoring, particularly given the stark divergence between his cross-ticker timing success and the lack of measurable long-term validation at this ticker.