InsidersTradesSigma
Track the CVR Partners, LP share price and the full directors' dealings record of the company, a listed issuer based in United States. Shares are listed on the US market, under the supervision of SEC (Form 4). Operating in the Food & Agriculture sector, CVR Partners, LP has published 35 reports. Market capitalisation: €1.2bn. The latest transaction was disclosed on 12 December 2025 (Levée d'options). Among the most active insiders: ICAHN CARL C. Every trade is openly available.
35
Insider Decl.
n/a
Thresholds
€9m
29 ops.
Buy Volume
n/a
n/a
Sell Volume
20Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 5,189 of 29,063 companies
68.1
score / 100
Value73
Quality64
FCF yld7.2%
Earn yld7.2%
EV/EBITDA9.2x
ROE48%
Gross mgn27%
Net mgn16%
Debt/EBITDA2.7x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 12 December 2025
Declarations35 total
2,000 shares0Common UnitsSEC:0001283677-25-000005:0
5,308 shares@ US$73.874.1% of flowCommon UnitsSEC:0001062993-25-007859:0
Canonical exit: 20 Jul 2025 (T+90)
5,168 shares@ US$74.114.1% of flowCommon UnitsSEC:0001062993-25-007688:0
Canonical exit: 15 Jul 2025 (T+90)
4,343 shares@ US$70.413.3% of flowCommon UnitsSEC:0001062993-25-007564:0
Canonical exit: 10 Jul 2025 (T+90)
4,265 shares@ US$72.053.3% of flowCommon UnitsSEC:0001062993-25-007564:1
Canonical exit: 13 Jul 2025 (T+90)
5,168 shares@ US$73.244.0% of flowCommon UnitsSEC:0001062993-25-007564:2
Canonical exit: 14 Jul 2025 (T+90)
6,071 shares@ US$68.124.5% of flowCommon UnitsSEC:0001062993-25-007319:0
Canonical exit: 7 Jul 2025 (T+90)
500 shares@ US$74.980.4% of flowCommon UnitsSEC:0001062993-25-007162:0
Canonical exit: 2 Jul 2025 (T+90)
2,640 shares@ US$74.962.2% of flowCommon UnitsSEC:0001062993-25-006716:0
Canonical exit: 26 Jun 2025 (T+90)
1,058 shares@ US$75.000.9% of flowCommon UnitsSEC:0001062993-25-006424:0
Canonical exit: 23 Jun 2025 (T+90)
3,937 shares@ US$74.573.3% of flowCommon UnitsSEC:0001062993-25-005416:0
Canonical exit: 9 Jun 2025 (T+90)
2,818 shares@ US$74.962.4% of flowCommon UnitsSEC:0001062993-25-005049:0
Canonical exit: 4 Jun 2025 (T+90)
3,746 shares@ US$74.973.3% of flowCommon UnitsSEC:0001062993-25-004713:0
Canonical exit: 1 Jun 2025 (T+90)
1,698 shares@ US$74.881.5% of flowCommon UnitsSEC:0001062993-24-021327:0
Canonical exit: 27 Mar 2025 (T+90)
2,840 shares@ US$74.742.5% of flowCommon UnitsSEC:0001062993-24-021327:1
Canonical exit: 30 Mar 2025 (T+90)
6,236 shares@ US$74.365.4% of flowCommon UnitsSEC:0001062993-24-021212:0
Canonical exit: 23 Mar 2025 (T+90)
2,287 shares@ US$74.552.0% of flowCommon UnitsSEC:0001062993-24-021091:0
Canonical exit: 18 Mar 2025 (T+90)
2,851 shares@ US$74.842.5% of flowCommon UnitsSEC:0001062993-24-020789:0
Canonical exit: 13 Mar 2025 (T+90)
2,518 shares@ US$74.972.2% of flowCommon UnitsSEC:0001062993-24-020789:1
Canonical exit: 16 Mar 2025 (T+90)
3,655 shares@ US$74.823.1% of flowCommon UnitsSEC:0001062993-24-020789:2
Canonical exit: 17 Mar 2025 (T+90)
2,924 shares0Common UnitsSEC:0001425292-24-000025:0
2,500 shares@ US$72.362.1% of flowCommon UnitsSEC:0001062993-24-019712:0
Canonical exit: 20 Feb 2025 (T+90)
10,000 shares@ US$71.558.2% of flowCommon UnitsSEC:0001062993-24-019712:1
Canonical exit: 23 Feb 2025 (T+90)
13,315 shares@ US$70.7210.9% of flowCommon UnitsSEC:0001062993-24-019712:2
Canonical exit: 24 Feb 2025 (T+90)
6,106 shares@ US$71.415.0% of flowCommon UnitsSEC:0001062993-24-019527:0
Canonical exit: 17 Feb 2025 (T+90)
25 of 35 declarations
关于 CVR Partners, LP
CVR Partners, LP（股票代码：UAN）是一家在美国纽约证券交易所上市的公司，专注于氮肥产品的生产、分销和销售。该合伙企业由CVR Energy, Inc.于2011年成立，旨在拥有、运营和发展其氮肥业务。它以特拉华州有限合伙企业的形式组建，主要行政办公室位于德克萨斯州舒格兰。CVR Partners的生产基地集中在美国的两个制造工厂：堪萨斯州科菲维尔和伊利诺伊州东迪比克。([investors.cvrpartners.com](https://investors.cvrpartners.com/overview/default.aspx)) 公司的核心产品是氨和尿素硝酸铵（UAN），这两种都是重要的氮基肥料，农民用它们来提高作物产量和质量，特别是玉米和小麦。CVR Partners在美国以批发方式销售这些产品，这使得该业务高度受国内农业需求、季节性种植模式和氮肥定价的影响。科菲维尔工厂采用石油焦气化工艺，而东迪比克工厂则依赖天然气作为原料，这使得公司在北美肥料市场中拥有差异化的工业结构。([s206.q4cdn.com](https://s206.q4cdn.com/964924026/files/doc_financials/2025/q4/UAN-2025-Form-10-K.pdf)) 从竞争角度来看，CVR Partners是北美氮肥行业中一家专业化的中型生产商。其吸引力在于其专注的产品组合、位于美国的资产以及根据市场条件将氨升级为更高价值氮产品的能力。其合伙企业结构也值得关注：CVR Energy的子公司担任普通合伙人，并持有普通单位的相当一部分股权，这使得该业务与一个更大的工业赞助商保持一致。([investors.cvrpartners.com](https://investors.cvrpartners.com/overview/default.aspx)) 从历史上看，CVR Partners植根于CVR Energy的肥料业务，自成立以来一直专注于氮产品。这种专业化支持了运营的清晰性，但也意味着收益具有周期性，并且对肥料价差、原料成本、工厂停产和农业需求趋势敏感。公司的地理存在主要以美国为中心，销售和运营集中在国内市场，而非国际扩张。([s206.q4cdn.com](https://s206.q4cdn.com/964924026/files/doc_financials/2025/q4/UAN-2025-Form-10-K.pdf)) 2025年年度报告的最新披露显示，氨利用率为88%，低于2024年的96%，这反映了科菲维尔计划中的检修、第三方空分装置的启动问题以及东迪比克的控制系统升级。与此同时，2025年实现的销售价格有所改善，这得益于库存收紧和市场状况趋于稳定。公司还在2025年更新了其长期激励框架，强调管理层持续关注执行和留任。对于追踪内幕交易和SEC Form 4申报的投资者而言，UAN仍然是纽约证券交易所上市的周期性美国肥料公司，其商业模式受氮定价和运营可靠性驱动。([s206.q4cdn.com](https://s206.q4cdn.com/964924026/files/doc_financials/2025/q4/UAN-2025-Form-10-K.pdf))
