CVR Partners, LP Stock: price and management transactions · United States · SEC (Form 4)

About CVR Partners, LP

CVR Partners, LP (ticker: UAN) is a NYSE-listed company in the United States focused on the production, distribution, and marketing of nitrogen fertilizer products. The partnership was formed in 2011 by CVR Energy, Inc. to own, operate, and grow its nitrogen fertilizer business. It is organized as a Delaware limited partnership, with its principal executive offices in Sugar Land, Texas. CVR Partners’ production footprint is concentrated in two U.S. manufacturing facilities: Coffeyville, Kansas, and East Dubuque, Illinois. ([investors.cvrpartners.com](https://investors.cvrpartners.com/overview/default.aspx)) The company’s core products are ammonia and urea ammonium nitrate (UAN), both important nitrogen-based fertilizers used by farmers to improve crop yield and quality, especially for corn and wheat. CVR Partners sells these products on a wholesale basis in the United States, which makes the business highly exposed to domestic agricultural demand, seasonal planting patterns, and nitrogen fertilizer pricing. The Coffeyville facility uses a petroleum coke gasification process, while the East Dubuque facility relies on natural gas as feedstock, giving the company a differentiated industrial structure within the North American fertilizer market. ([s206.q4cdn.com](https://s206.q4cdn.com/964924026/files/doc_financials/2025/q4/UAN-2025-Form-10-K.pdf)) From a competitive standpoint, CVR Partners is a specialized mid-sized producer in the North American nitrogen fertilizer industry. Its appeal lies in its focused product mix, U.S.-based assets, and the ability to upgrade ammonia into higher-value nitrogen products depending on market conditions. The partnership structure is also notable: CVR Energy subsidiaries serve as the general partner and own a meaningful stake in the common units, which aligns the business with a larger industrial sponsor. ([investors.cvrpartners.com](https://investors.cvrpartners.com/overview/default.aspx)) Historically, CVR Partners is rooted in CVR Energy’s fertilizer operations and has remained narrowly focused on nitrogen products since its formation. That specialization supports operational clarity, but it also means earnings are cyclical and sensitive to fertilizer spreads, feedstock costs, plant outages, and agricultural demand trends. The company’s geographical presence remains largely U.S.-centric, with sales and operations centered in the domestic market rather than international expansion. ([s206.q4cdn.com](https://s206.q4cdn.com/964924026/files/doc_financials/2025/q4/UAN-2025-Form-10-K.pdf)) Recent disclosures in the 2025 annual report show an ammonia utilization rate of 88%, down from 96% in 2024, reflecting the planned Coffeyville turnaround, startup issues at a third-party air separation plant, and control-system upgrades at East Dubuque. At the same time, realized selling prices improved in 2025, supported by tighter inventories and firmer market conditions. The company also refreshed its long-term incentive framework in 2025, underscoring ongoing management focus on execution and retention. For investors tracking insider activity and SEC Form 4 filings, UAN remains a cyclical U.S. fertilizer name listed on the NYSE, with a business model driven by nitrogen pricing and operating reliability. ([s206.q4cdn.com](https://s206.q4cdn.com/964924026/files/doc_financials/2025/q4/UAN-2025-Form-10-K.pdf))