13F Portfolios

ICAHN CARL C: CVR PARTNERS, LP (UAN): Quarterly 13F Position History

As of Q1 2026, ICAHN CARL C reported 4,164,274 shares of CVR PARTNERS, LP (UAN), worth $527.5M and representing 6.2% of its 13F equity book. The position first appeared in Q1 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 4,164,274 0 $527.5M 6.2% $126.7
Q4 2025 4,164,274 0 $426.8M 5.1% $102.5
Q3 2025 4,164,274 0 $375.3M 4.1% $90.1
Q2 2025 4,164,274 +65,119 +1.6% $370.0M 4.7% $88.8
Q1 2025 4,099,155 +32,963 +0.8% $308.1M 4.1% $75.2
Q4 2024 4,066,192 +174,192 +4.5% $308.9M 4.2% $76.0
Q3 2024 3,892,000 0 $261.3M 2.6% $67.1
Q2 2024 3,892,000 0 $294.5M 2.7% $75.7
Q1 2024 3,892,000 $305.9M 2.6% $78.6

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did ICAHN CARL C first disclose a UAN position in 13F-HR filings?

ICAHN CARL C first reported CVR PARTNERS, LP (UAN) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.

What was ICAHN CARL C's most recent quarter-over-quarter share-count change in UAN?

ICAHN CARL C held the same 4,164,274 shares of UAN between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent ICAHN CARL C's cost basis in UAN?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.