CVR PARTNERS LP
COMMON
CUSIP: 126633205
Institutional Holders69
Total Institutional Value$574,845,414
Total Shares Held5,627,673
Avg Position$8,331,093
Top 5 Holders %90.6%
Alpha-Weighted Score76.2
New Positions+10
Exited Positions-8
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| ICAHN CARL C | Elite Conviction | Low Flow | $426,838,085 (74.3%) | 4,164,274 | 13.7% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $36,474,256 (6.3%) | 355,845 | 18.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Moderate Conviction | Market Mover | $28,331,308 (4.9%) | 276,403 | 81.2% |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $20,146,990 (3.5%) | 196,556 | -42.1% |
| UBS Group AG | Moderate Conviction | Market Mover | $9,161,451 (1.6%) | 89,380 | 6.9% |
| OXBOW ADVISORS, LLC | High Conviction | Low Flow | $6,768,050 (1.2%) | 66,030 | 2,788.5% |
| DE LISLE PARTNERS LLP | High Conviction | Minimal Flow | $5,601,676 (1.0%) | 54,433 | 14.2% |
| ING GROEP NV | High Conviction | Significant Flow | $5,135,250 (0.9%) | 50,100 | 192.2% |
| NATIXIS | High Conviction | Significant Flow | $4,612,500 (0.8%) | 45,000 | 13.7% |
| CITADEL ADVISORS LLC | Moderate Conviction | Market Mover | $4,551,103 (0.8%) | 44,401 | - |
| ZAZOVE ASSOCIATES LLC | High Conviction | Low Flow | $4,032,863 (0.7%) | 39,345 | 13.7% |
| GRANITESHARES ADVISORS LLC | High Conviction | Minimal Flow | $2,876,355 (0.5%) | 28,062 | NEW |
| JANE STREET GROUP, LLC | Moderate Conviction | Market Mover | $2,121,750 (0.4%) | 20,700 | -26.4% |
| BRAMSHILL INVESTMENTS, LLC | Elite Conviction | Low Flow | $1,700,680 (0.3%) | 16,592 | 14.5% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | High Conviction | Low Flow | $1,593,687 (0.3%) | 15,548 | 13.7% |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $1,375,711 (0.2%) | 13,422 | - |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $1,160,823 (0.2%) | 11,325 | 9.9% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $868,000 (0.2%) | 8,463 | -54.8% |
| APOLLON WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $861,785 (0.1%) | 8,408 | 16.7% |
| BNP PARIBAS FINANCIAL MARKETS | Moderate Conviction | Market Mover | $859,155 (0.1%) | 8,382 | 484.9% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $821,128 (0.1%) | 8,011 | 85.3% |
| SP ASSET MANAGEMENT LLC | High Conviction | Low Flow | $749,968 (0.1%) | 7,317 | 8.7% |
| PARKSIDE FINANCIAL BANK & TRUST | High Conviction | Moderate Flow | $717,500 (0.1%) | 7,000 | 13.7% |
| FIXED INCOME SECURITIES, INC. | High Conviction | Moderate Flow | $691,363 (0.1%) | 6,745 | 20.1% |
| JUMP FINANCIAL, LLC | High Conviction | Significant Flow | $607,928 (0.1%) | 5,931 | 43.5% |
| STIFEL FINANCIAL CORP | High Conviction | Market Mover | $596,860 (0.1%) | 5,823 | 19.4% |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $537,100 (0.1%) | 5,240 | NEW |
| NOVEM GROUP (CIK 0001926783) | High Conviction | Low Flow | $410,000 (0.1%) | 4,000 | 13.7% |
| CETERA INVESTMENT ADVISERS | High Conviction | Significant Flow | $385,097 (0.1%) | 3,757 | 20.5% |
| MARINER, LLC | High Conviction | Market Mover | $377,005 (0.1%) | 3,678 | 56.8% |
| CYPRESS FINANCIAL PLANNING LLC | Elite Conviction | Minimal Flow | $343,945 (0.1%) | 3,500 | 9.0% |
| SAVVY ADVISORS, INC. | High Conviction | Moderate Flow | $340,608 (0.1%) | 3,323 | 13.7% |
| WE ARE ONE SEVEN, LLC | High Conviction | Moderate Flow | $340,300 (0.1%) | 3,320 | 15.7% |
| BANK OF MONTREAL /CAN/ | High Conviction | Market Mover | $329,128 (0.1%) | 3,211 | 13.7% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | High Conviction | Low Flow | $255,938 (0.0%) | 2,497 | NEW |
| Jefferies Financial Group Inc. | Moderate Conviction | Significant Flow | $235,750 (0.0%) | 2,300 | 13.7% |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $231,035 (0.0%) | 2,254 | -84.3% |
| HIGHTOWER ADVISORS, LLC | High Conviction | Significant Flow | $222,146 (0.0%) | 2,167 | NEW |
| ARISTIDES CAPITAL LLC | High Conviction | Low Flow | $213,610 (0.0%) | 2,084 | NEW |
| CREATIVE PLANNING | High Conviction | Significant Flow | $205,124 (0.0%) | 2,001 | NEW |
| SIMPLEX TRADING, LLC | Moderate Conviction | Market Mover | $197,722 (0.0%) | 1,929 | 8,625.6% |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | High Conviction | Significant Flow | $164,988 (0.0%) | 1,593 | NEW |
| FARTHER FINANCE ADVISORS, LLC | High Conviction | Significant Flow | $138,375 (0.0%) | 1,350 | 13.7% |
| STATE OF WYOMING | High Conviction | Low Flow | $72,160 (0.0%) | 704 | -61.0% |
| GABLES CAPITAL MANAGEMENT INC. | High Conviction | Minimal Flow | $64,985 (0.0%) | 634 | 13.7% |
| ROOT FINANCIAL PARTNERS, LLC | Elite Conviction | Moderate Flow | $61,500 (0.0%) | 600 | 13.7% |
| NEWEDGE ADVISORS, LLC | High Conviction | Significant Flow | $57,061 (0.0%) | 557 | 51.6% |
| OSAIC HOLDINGS, INC. | Moderate Conviction | Market Mover | $48,585 (0.0%) | 474 | -42.6% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | High Conviction | Significant Flow | $45,613 (0.0%) | 445 | 2.3% |
| LUKEN INVESTMENT ANALYTICS, LLC | High Conviction | Minimal Flow | $41,000 (0.0%) | 400 | NEW |
| JONES FINANCIAL COS LP | Elite Conviction | Market Mover | $40,648 (0.0%) | 397 | 31.5% |
| CITIGROUP INC | Moderate Conviction | Market Mover | $29,930 (0.0%) | 292 | -82.3% |
| PINNACLE BANK | High Conviction | Low Flow | $22,960 (0.0%) | 224 | 13.7% |
| SRS CAPITAL ADVISORS, INC. | Moderate Conviction | Moderate Flow | $21,320 (0.0%) | 208 | 13.7% |
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | High Conviction | Low Flow | $13,838 (0.0%) | 135 | 13.7% |
| Cornerstone National Bank & Trust Co (CIK 0002104293) | Elite Conviction | Minimal Flow | $10,250 (0.0%) | 100 | 13.7% |
| HARBOUR INVESTMENTS, INC. | High Conviction | Moderate Flow | $6,861 (0.0%) | 67 | 18.3% |
| CORECAP ADVISORS, LLC | High Conviction | Moderate Flow | $5,125 (0.0%) | 50 | 13.7% |
| FLAGSHIP HARBOR ADVISORS, LLC | Moderate Conviction | Moderate Flow | $3,870 (0.0%) | 37 | NEW |
| NBC SECURITIES, INC. | High Conviction | Moderate Flow | $3,177 (0.0%) | 31 | 13.8% |
| BARCLAYS PLC | High Conviction | Market Mover | $2,563 (0.0%) | 25 | -51.0% |
| ARCHER INVESTMENT CORP | High Conviction | Low Flow | $1,539 (0.0%) | 15 | 18.3% |
| GSA CAPITAL PARTNERS LLP | Moderate Conviction | Low Flow | $870 (0.0%) | 8,487 | -21.5% |
| HRT FINANCIAL LP | High Conviction | Low Flow | $684 (0.0%) | 6,677 | - |
| PNC FINANCIAL SERVICES GROUP, INC. | High Conviction | Market Mover | $615 (0.0%) | 6 | 13.7% |
| BESSEMER GROUP INC | High Conviction | Low Flow | $244 (0.0%) | 2,377 | 14.0% |
| WEDBUSH SECURITIES INC | Moderate Conviction | Low Flow | $205 (0.0%) | 2,000 | NEW |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 69 | $0.57B | 5,627,673 | $102.15 |
| Q3 25 | 68 | $0.51B | 5,714,586 | $89.19 |
| Q2 25 | 63 | $0.49B | 5,525,210 | $88.38 |
| Q1 25 | 53 | $0.38B | 5,029,942 | $74.88 |
| Q4 24 | 58 | $0.38B | 5,081,380 | $75.74 |
| Q3 24 | 52 | $0.32B | 4,834,799 | $66.81 |
| Q2 24 | 51 | $0.37B | 4,862,844 | $75.16 |
| Q1 24 | 54 | $0.42B | 5,349,698 | $78.22 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.