Market news

Track Carl Icahn’s Q2 2026 13F: concentrated top holdings (IEP, CVR Energy/Partners, Centuri, IFF), JetBlue/AEP trims, and activist adds—read now.

CVR Partners has delivered a very large 406.5% return over the past 5 years, yet the stock now sits at US$123.50 with valuation checks sending a more cautious signal than the share price history might suggest. Over 5 years, CVR Partners has returned 406.5%. This puts the current share price in a very different place to where long term holders started and raises the bar for what counts as good value today. Future cash generation from its nitrogen fertilizer operations can support today’s...

CVR Partners (NYSE:UAN) reported second-quarter 2026 net income of $78 million, or $7.33 per common unit, as higher nitrogen fertilizer pricing lifted results despite slightly lower sales volumes. The company posted net sales of $202 million, operating income of $85 million and EBITDA of $107 millio

CVR Energy (NYSE:CVI) reported strong operating performance in the second quarter of 2026, supported by high refinery and ammonia plant utilization, elevated refining margins and favorable fertilizer-market conditions. The company said it generated consolidated net income of $46 million, while repor

Moby summary of CVR Partners, LP's Q2 2026 earnings call

Moby summary of CVR Energy, Inc.'s Q2 2026 earnings call

Despite geopolitical uncertainty and a planned Q3 turnaround, CVR Partners LP (UAN) delivered a 99% ammonia plant utilization rate and a $6.80 per unit distribution.

SUGAR LAND, Texas, July 29, 2026--CVR Energy, Inc. ("CVR Energy" or the "Company") (NYSE: CVI) today announced its second quarter 2026 results including a net loss attributable to CVR Energy stockholders of $3 million, or 3 cents per diluted share, and an adjusted earnings per diluted share of 34 cents, compared to net loss attributable to CVR Energy stockholders of $114 million, or $1.14 per diluted share, and an adjusted loss per diluted share of 23 cents for the second quarter of 2025. Net in

SUGAR LAND, Texas, July 16, 2026--CVR Energy, Inc. (NYSE: CVI) plans to release its second quarter 2026 earnings results on Wednesday, July 29, after the close of trading on the New York Stock Exchange. The Company also will host a teleconference call on Thursday, July 30, at 1 p.m. Eastern to discuss these results.

SUGAR LAND, Texas, July 16, 2026--CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (UAN) solution fertilizer products, plans to release its second quarter 2026 earnings results on Wednesday, July 29, after the close of trading on the New York Stock Exchange. The Partnership also will host a teleconference call on Thursday, July 30, at 11 a.m. Eastern to discuss these results.