UAN

Carl Icahn's Recent Purchase: Carl C. Icahn, a 10% owner of $UAN, bought 4,124 shares for approximately $307,485, increasing his holdings by about 2.1%, bringing his total to 197,174 shares.

Insider Trading Activity: In the past six months, all 34 insider trades of $UAN stock have been purchases, with 19 institutional investors increasing their positions and 24 decreasing them in the most recent quarter.

Carl Icahn's Recent Purchase: Carl C. Icahn, a 10% owner of $UAN, purchased 2,079 shares for approximately $155,779, increasing his holdings by about 1.1%, bringing his total to 189,113 shares.

Insider Trading Activity: In the past six months, all 31 insider trades of $UAN stock have been purchases, with 19 institutional investors adding shares and 24 reducing their positions in the latest quarter.

Insider Trading Activity: Carl C. Icahn purchased 3,746 shares of $UAN on March 3, 2025, increasing his holdings by approximately 2.2%, with insiders having made 29 purchases and no sales in the past six months.

Institutional Investor Movements: In the last quarter, 19 institutional investors increased their positions in $UAN stock while 24 reduced theirs, indicating mixed sentiment among larger investors.

Icahn Capital Holdings Update: Carl Icahn's fund increased its stakes in CVR Partners and Icahn Enterprises while reducing holdings in Southwest Gas, Illumina, and Centuri Holdings as of December 31, 2024.

Top Holdings: The fund's largest positions were Icahn Enterprises, CVR Energy, Southwest Gas, International Flavors, and CVR Partners.

Icahn's Investment in CVR Partners: Activist investor Carl Icahn increased his stake in CVR Partners by purchasing 32,348 common units for $2.4 million, bringing his total ownership to over 4 million units, which represents more than 38% of the company.

Ownership Structure and Reporting: The transactions were made through Icahn Enterprises' American Entertainment Properties unit, and as of September 30, Icahn and his affiliates owned approximately 86% of Icahn Enterprises.

Insider Trading Activity: Carl C. Icahn increased his stake in $UAN by purchasing 921 shares, bringing his total holdings to 169,654 shares, with all recent insider trades being purchases.

Institutional Investor Movements: In the last quarter, 19 institutional investors bought shares of $UAN while 28 reduced their positions, indicating mixed sentiment among larger investors.

CVR Energy Employment Agreement: CVR Energy has announced a new employment agreement for Mr. Lamp, effective January 1, 2025, which includes a salary increase to $1,200,000 and various bonuses, ensuring financial security post-termination.

CVR Partners Stock Performance: CVR Partners (UAN) has shown a year-to-date price performance of 28.03%, with a current market cap of $808.2 million, but holds a technical sentiment consensus rating of "Strong Sell."

Carl Icahn's Investment in CVR Partners: Carl Icahn has been purchasing shares of CVR Partners daily since the November 5 presidential election, acquiring approximately 142,000 shares and increasing his total stake to about 3.9 million, representing 37% of the company's outstanding stock.

Market Outlook for Natural Gas: Icahn's investments seem to reflect a positive outlook on natural gas prices under President-elect Donald Trump's energy policies, which may lower production costs for ammonia-based fertilizers produced by CVR Partners, while other companies like GE Vernova also see increased optimism due to falling natural gas costs.

Earnings Conference Call Overview: CVR Partners, LP held its Q3 2024 earnings conference call on October 29, 2024, featuring key executives including CEO Mark Pytosh and CFO Dane Neumann, discussing the company's financial performance and future outlook.

Forward-Looking Statements Disclaimer: The call included forward-looking statements that may be influenced by various factors, with a reminder that actual results could differ from those discussed, and the company has no obligation to update these statements publicly.

Major Earnings Reports: Key companies reporting earnings after the market close on Monday include Ford Motor Company, Waste Management, V.F. Corporation, Welltower, and Capital Southwest Corporation.

Additional Earnings Releases: A wide range of other companies such as AMKR, BOOT, BRO, and many more are also scheduled to release their earnings after Monday's close.

Carl Icahn's Investment Strategy: Carl Icahn, a prominent investor known for his activist strategies, continues to make significant moves in the stock market despite facing scrutiny and allegations regarding unsustainable dividends and borrowing practices. His portfolio includes diverse investments across various sectors, with a focus on undervalued companies.

CVR Partners, LP Performance: CVR Partners, LP (NYSE:UAN), a key holding in Icahn's portfolio, is positioned to benefit from strong demand for nitrogen fertilizer despite recent financial pressures. The company has shown solid operating results and maintains a high dividend yield, making it one of Icahn's best stocks to buy.

High Dividend Stocks Overview: The article discusses the appeal of high-paying monthly dividend stocks, highlighting Dynex Capital, Inc. (NYSE:DX) with a yield of 12.76%, and emphasizes the importance of understanding dividend coverage and company fundamentals for sustainable income.

Market Trends and Future Outlook: It notes that while many companies offering high yields may lack stable dividend policies, Dynex Capital is positioned for recovery as interest rates potentially decrease, enhancing its attractiveness as a source of passive income.

Earnings Report: CVR Partners (NYSE:UAN) reported earnings per share of $2.48 and revenue of $132.90 million for the second quarter of 2024.

Automated Coverage: InvestorPlace Earnings utilizes TradeSmith data to automate the reporting of quarterly earnings, providing quick updates on key financial figures without human intervention.

Q2 Financial Performance: CVR Partners reported a Q2 GAAP EPS of $2.48 and revenue of $132.9 million, reflecting a 27.4% decrease year-over-year, with average realized gate prices for UAN and ammonia declining by 15% and 26%, respectively.

Market Analysis: The market is not valuing CVR Partners as a cyclical company, and there are increasing chances of a near-term sale, alongside a dividend scorecard being available for the company.

Major Earnings Reports: Key companies expected to report earnings after the market closes on Monday include Tilray Brands, Chesapeake Energy Corporation, Welltower, LTC Properties, and Beyond.

Additional Earnings Releases: A wide range of other companies are also set to release their earnings reports after Monday's close, including AMKR, BRX, CDP, CNO, and many more.