What is the 13F Pro Quality Score for UAN?

13F Pro ranks CVR PARTNERS, LP (UAN) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View UAN's current score at https://13fpro.ai/company/UAN (free sign-up required for the full ranking).

Which hedge funds own the most UAN stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of UAN include ICAHN CARL C, MORGAN STANLEY, JPMORGAN CHASE & CO. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/UAN as soon as new 13F filings post.

Where does 13F Pro source UAN data?

All CVR PARTNERS, LP fundamentals and ownership data come directly from SEC EDGAR. CVR PARTNERS, LP files with the SEC under CIK 1425292. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is UAN in?

CVR PARTNERS, LP (UAN) is classified in the Materials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/materials.

What drives UAN's revenue?

Per CVR PARTNERS, LP's latest 10-Q filed with the SEC on 2026-07-29, the biggest revenue drivers are: UAN ($130.6M, +19% YoY); Ammonia ($42.6M, +25% YoY); Other revenue ($15.7M, +7% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/UAN.

What are UAN's largest expenses?

CVR PARTNERS, LP's latest 10-Q reports these as the largest expense items: Direct operating expenses (exclusive of D&A) ($58.7M, -3% YoY); Cost of materials and other ($28.1M, -14% YoY); Depreciation and amortization ($22.2M, +7% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is UAN research updated on 13F Pro?

UAN's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

CVR PARTNERS, LP(UAN)Stock Analysis

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13F Pro Quality Score

63.1/100

Rank #658 of 2,960 stocksTOP 25%

View Materials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

55.3/100

Profitability

87.4/100

Balance Sheet

93.4/100

Earnings Quality

52.2/100

Free Cash Flow

74.5/100

Institutional Flow

16.2/100

Revenue Scale

42.2/100

Dilution Risk

44.2/100

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Why UAN Scores 63/100

exact factor attribution · 2026-09-11

UAN's composite is driven by profitability and capital efficiency, held back by institutional flow and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+5.6 pts

87th pct

Capital efficiency

+4.3 pts

93th pct

Free cash flow

+3.7 pts

75th pct

Earnings growth

+1.4 pts

78th pct

Revenue growth

+1.1 pts

55th pct

Earnings quality

+0.2 pts

52th pct

Shareholder dilution

-0.3 pts

44th pct

Scale

-1.2 pts

42th pct

Institutional flow

-1.7 pts

16th pct

Latest change (2026-07-30): 65 → 71 · ↑ Revenue growth 29→56; ↑ Earnings growth 32→87

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

UAN Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for CVR PARTNERS, LP (UAN), a Materials sector company. 13F Pro's AI-powered ranking engine scores UAN at 63.1/100 on a 32-signal composite quality model, placing it at rank #658 of 2,960 stocks — the top 25% of the AI-ranked universe. UAN scores in the top quartile across balance sheet strength (93.4), profitability (87.4). Areas of concern include institutional flow (16.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 44.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), CVR PARTNERS, LP reports quarterly revenue of $202.2M, net income of $77.5M, free cash flow of $50.9M. Top institutional holders of UAN by reported 13-F value include ICAHN CARL C, MORGAN STANLEY, JPMORGAN CHASE, based on the most recent SEC filings. UAN trades on the NYSE exchange and files with the SEC under CIK 1425292. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UAN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CVR PARTNERS, LP directly from SEC EDGAR. CVR PARTNERS, LP's 13F Pro composite quality score has ranged between 45 and 74 since 2024, currently 63.1 — a declining long-term trajectory across 55 quarterly and live scoring snapshots.

What's Driving UAN's Business? Latest 10-Q Breakdown

✓ 27/27 datapoints verified

AI-extracted from CVR PARTNERS, LP's 10-Q filed 2026-07-29 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 20% YoY to $202.2M on higher UAN and ammonia sales prices amid tight global nitrogen fertilizer supply, driving operating income up 83% to $84.8M.

Biggest Revenue Drivers

UAN$130.6M+19% YoY

Favorable UAN sales price, partially offset by lower sales volume due to fewer corn acres planted and higher relative UAN prices

Ammonia$42.6M+25% YoY

Favorable ammonia sales price on tight inventory conditions, partially offset by lower sales volume from an early start to spring application

Biggest Revenue Drivers

Total revenue: $202.2M+20% YoY

UAN$130.6M+19% YoY

Favorable UAN sales price, partially offset by lower sales volume due to fewer corn acres planted and higher relative UAN prices

Ammonia$42.6M+25% YoY

Favorable ammonia sales price on tight inventory conditions, partially offset by lower sales volume from an early start to spring application

Other revenue$15.7M+7% YoY

Consists primarily of freight revenue and 45Q Transaction-related sales

Urea products$13.3M+30% YoY

Largest Expense Items

Direct operating expenses (exclusive of D&A)$58.7M-3% YoY

Favorable inventory impacts, partially offset by increased repairs and maintenance and catalyst and chemical costs

Cost of materials and other$28.1M-14% YoY

Decreased feedstock prices, largely petroleum coke, combined with favorable inventory adjustments and lower purchased feedstock volumes

Depreciation and amortization$22.2M+7% YoY

New capital projects placed into service during the Coffeyville turnaround and increased depreciation on East Dubuque assets scheduled for retirement

Selling, general and administrative expenses$7.5M-6% YoY

Margins: Operating income rose 83% YoY to $84.8M as favorable UAN and ammonia pricing outpaced volume declines, while cost of materials fell 14% on lower petroleum coke feedstock prices.

Watch Items from the Filing

Multiple lawsuits over an October 2025 ammonia release at the Coffeyville Facility are consolidated in Texas state court; the company cannot yet determine if there will be a material adverse effect.
Kansas environmental claims from Coffeyville residents seeking compensatory and punitive damages remain in early stages and could have a material adverse effect if resolved unfavorably.
CVR Energy holds ~37% and IEP ~3% of outstanding common units (IEP beneficially ~40% total) and 100% of the general partner interest, creating potential conflicts of interest.
Under the 45Q Transaction, CRNF is subject to fees up to $15.0M per year (capped at $45.0M) if minimum carbon oxide delivery quantities are not met.
UAN sales volume fell 3% YoY on fewer corn acres planted and higher relative UAN prices reducing consumer demand, even as pricing gains offset the decline.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$202.2M

Net Income

Q2 2026

$77.5M

Free Cash Flow

Q2 2026

$50.9M

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+15.4% YoY

$606.0MFY 2025

FY22 $835.6MFY23 $681.5MFY24 $525.3MFY25 $606.0M

Net Income

+62.0% YoY

$98.7MFY 2025

FY22 $286.8MFY23 $172.4MFY24 $60.9MFY25 $98.7M

Operating Income

+42.4% YoY

$128.7MFY 2025

FY22 $319.9MFY23 $201.4MFY24 $90.4MFY25 $128.7M

EPS (Diluted)

+62.0% YoY

$9.33FY 2025

FY22 $27.07FY23 $16.31FY24 $5.76FY25 $9.33

Total Assets

-4.8% YoY

$969.5MFY 2025

FY22 $1.10BFY23 $975.3MFY24 $1.02BFY25 $969.5M

Total Debt

+0.2% YoY

$569.8MFY 2025

FY22 $546.8MFY23 $547.3MFY24 $568.9MFY25 $569.8M

Op. Cash Flow

-0.6% YoY

$149.6MFY 2025

FY22 $301.5MFY23 $243.5MFY24 $150.5MFY25 $149.6M

Free Cash Flow

-12.9% YoY

$98.8MFY 2025

FY22 $256.8MFY23 $219.3MFY24 $113.5MFY25 $98.8M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$606.0M +15.4%	$525.3M -22.9%	$681.5M -18.4%	$835.6M +56.9%	$532.6M +52.2%	$350.0M
Net Income	$98.7M +62.0%	$60.9M -64.7%	$172.4M -39.9%	$286.8M +267.0%	$78.2M +179.6%	$-98.2M
Operating Income	$128.7M +42.4%	$90.4M -55.1%	$201.4M -37.0%	$319.9M +137.9%	$134.5M +485.5%	$-34.9M
EPS (Diluted)	$9.33 +62.0%	$5.76 -64.7%	$16.31 -39.7%	$27.07 +270.3%	$7.31 +183.4%	$-8.77
Total Assets	$969.5M -4.8%	$1.02B +4.4%	$975.3M -11.4%	$1.10B -2.4%	$1.13B +9.1%	$1.03B
Total Debt	$569.8M +0.2%	$568.9M +3.9%	$547.3M +0.1%	$546.8M -10.5%	$610.6M -4.7%	$640.7M
Operating Cash Flow	$149.6M -0.6%	$150.5M -38.2%	$243.5M -19.2%	$301.5M +59.7%	$188.7M +856.1%	$19.7M
Free Cash Flow	$98.8M -12.9%	$113.5M -48.3%	$219.3M -14.6%	$256.8M +52.7%	$168.1M +14622.5%	$1.1M

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Available Research

13F Pro tracks comprehensive data for CVR PARTNERS, LP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of UAN

ICAHN CARL C
$464.2M4,164,274 sh
MORGAN STANLEY
$48.9M438,977 sh
JPMORGAN CHASE & CO
$21.1M187,535 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$19.4M174,400 sh
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$15.9M142,552 sh
UBS Group AG
$15.4M138,304 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$13.2M118,400 sh
ING GROEP NV
$9.3M83,100 sh
GROUP ONE TRADING, L.P.
$9.2M82,400 sh
Oxbow Advisors, LLC
$7.8M70,310 sh

Fund	Value	Shares
ICAHN CARL C	$464.2M	4,164,274
MORGAN STANLEY	$48.9M	438,977
JPMORGAN CHASE & CO	$21.1M	187,535
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$19.4M	174,400
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$15.9M	142,552
UBS Group AG	$15.4M	138,304
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$13.2M	118,400
ING GROEP NV	$9.3M	83,100
GROUP ONE TRADING, L.P.	$9.2M	82,400
Oxbow Advisors, LLC	$7.8M	70,310

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Is UAN a good stock to buy?

13F Pro's AI-powered analysis of CVR PARTNERS, LP (UAN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UAN are available on the UAN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. UAN is classified as a small company.

Which hedge funds own UAN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling UAN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CVR PARTNERS, LP's investment landscape.