Welcome to our dedicated page for Cvr Partners Lp SEC filings (Ticker: UAN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
CVR Partners, LP (NYSE: UAN) files reports and current reports with the U.S. Securities and Exchange Commission in connection with its business as a Delaware limited partnership focused on nitrogen fertilizer products. Common units representing limited partner interests are registered under Section 12(b) of the Securities Exchange Act of 1934 and trade on the New York Stock Exchange under the symbol UAN. Through its SEC filings, the partnership provides information about its production, marketing and distribution of ammonia and urea ammonium nitrate (UAN) solution fertilizers, which it states are predominantly used by farmers to improve crop yield and quality.
On this page, users can access CVR Partners’ SEC filings, including current reports on Form 8-K that furnish press releases about quarterly results and capital expenditure guidance. For example, the partnership has used Form 8-K to provide information regarding results of operations and financial condition for specific quarters, as well as preliminary capital expenditure estimates that separate maintenance capital from growth capital. These filings also describe how the information is being furnished rather than filed for purposes of Section 18 of the Exchange Act.
Stock Titan enhances these filings with AI-powered tools. Real-time updates from the SEC’s EDGAR system are combined with AI-generated summaries that highlight key points in lengthy documents. Users can more easily understand disclosures related to operating performance at the Coffeyville, Kansas and East Dubuque, Illinois fertilizer facilities, fertilizer product sales, capital spending plans and non-GAAP measures such as EBITDA, Adjusted EBITDA and Available Cash for Distribution.
In addition to current reports, investors may review annual reports on Form 10-K, quarterly reports on Form 10-Q and, where applicable, insider transaction reports on Form 4. Stock Titan’s AI features help explain complex sections, compare periods and surface important changes, giving readers a clearer view of CVR Partners’ regulatory disclosures and financial reporting over time.
CVR Partners, LP director Trevor Turbidy has filed an initial ownership report showing he holds 100 common units of the partnership. The filing indicates these units are held directly, establishing his reported equity stake as a director of the company.
CVR Partners appointed Trevor Turbidy to the Board of Directors of its general partner, CVR GP, LLC, effective March 17, 2026. He will serve on the Audit, Compensation, Environmental, Health & Safety, and Conflicts Committees. The Board determined he is independent under SEC and NYSE rules and qualifies as an “audit committee financial expert” under SEC regulations. He will receive the same compensation as other non-employee directors and enter into the partnership’s standard indemnification agreement.
Turbidy fills the vacancy created by the previously announced death of director Brian Goebel, and his appointment restored the partnership’s compliance with NYSE rules requiring at least three independent audit committee members. The Board also named existing director Alexander Nickolatos as Audit Committee chair. On and effective as of March 17, 2026, the general partner approved Amendment No. 2 to the Second Amended and Restated Partnership Agreement, clarifying which directors may serve on a Conflicts Committee and updating the registered agent and registered office in Delaware. The general partner determined these changes do not adversely affect partners in any material respect.
CVR Partners, LP reported that Brian A. Goebel, an independent director and chair of the Audit Committee, passed away on February 20, 2026. He had served on the Board since October 2025 and also sat on the Compensation and Environmental, Health & Safety Committees.
His death reduces the Board to five members, with two independent directors, and leaves the Audit Committee with two independent members, below the New York Stock Exchange requirement of at least three independent audit committee members. CVR Partners notified the NYSE of the resulting non-compliance, and the NYSE formally recognized this status on March 3, 2026.
The partnership has begun searching for a new independent director to join the Board and Audit Committee and expects to announce a replacement as soon as reasonably practicable. Once a new member meeting the applicable independence standards is appointed, CVR Partners will regain compliance with the NYSE audit committee listing requirement.
CVR Partners is a nitrogen fertilizer producer structured as a Delaware limited partnership. It operates two plants in Coffeyville, Kansas and East Dubuque, Illinois that manufacture ammonia and upgrade it to UAN fertilizer sold wholesale across U.S. farm markets.
The Coffeyville facility uses petroleum coke feedstock and has capacity of 1,300 tons per day of ammonia and 3,100 tons per day of UAN, while East Dubuque uses natural gas with 1,075 tons per day of ammonia and 950 tons per day of UAN. UAN and ammonia, including freight, represented about 67% and 24% of 2025 net sales.
As of June 30, 2025, non‑affiliate common units had an aggregate market value of about $565.7 million, and as of February 13, 2026, there were 10,569,637 common units outstanding. The partnership employs 320 people and highlights significant carbon reduction efforts, including N2O abatement and CO2 sequestration that cut its 2024 footprint by over 1.3 million metric tons of CO2e.
The report emphasizes cyclical and seasonal fertilizer demand, dependence on key customers and feedstock suppliers, environmental and climate regulation exposure, cybersecurity and PFAS developments, leverage and partnership governance risks, and extensive tax and distribution complexities for common unitholders.
CVR Partners reported a mixed finish to 2025, with a weak fourth quarter but much stronger full-year results. For Q4 2025, it posted a net loss of $10.3M ($0.97 per common unit) and EBITDA of $20.2M on net sales of $131.1M, down from net income of $18.3M and EBITDA of $49.8M on $139.6M of sales a year earlier, largely due to a 32-day Coffeyville turnaround and subsequent startup issues.
For full-year 2025, net income improved to $98.7M ($9.33 per unit) and EBITDA to $210.9M on net sales of $606.0M, compared with net income of $60.9M, EBITDA of $178.9M, and net sales of $525.3M in 2024, supported by higher realized fertilizer prices despite lower production volumes. The partnership declared a Q4 2025 cash distribution of $0.37 per common unit, bringing 2025 declared distributions to $10.54 per unit, and ended 2025 with cash of $69.2M and total debt of $569.8M. For Q1 2026, it targets an ammonia utilization rate of 95–100%, direct operating expenses of $57–62M, and capital expenditures of $25–30M.
CVR Partners, LP furnished an update on its recent performance by issuing a press release with preliminary estimated financial and operational results for the fourth quarter and full year 2025. The partnership submitted this information in connection with a current report, stating that the press release is provided as an exhibit and incorporated by reference for disclosure purposes.
The information related to results of operations and financial condition, along with the Regulation FD disclosure, is designated as "furnished" rather than "filed," which limits its use under certain securities law liability provisions unless later specifically incorporated into other filings.
CVR Partners’ executive vice president and chief operating officer, Michael H. Wright Jr., filed an initial ownership report stating that he currently holds no securities of CVR Partners (UAN). The filing notes that no non-derivative or derivative securities are beneficially owned, meaning he reports no direct or indirect ownership of the company’s units or related derivative instruments as of the event date of 01/16/2026.
CVR Partners, LP named Michael H. Wright, Jr. as its new Executive Vice President and Chief Operating Officer, effective January 16, 2026. He will serve in this role through CVR GP, LLC, the Partnership’s general partner.
Mr. Wright, age 55, is employed by a subsidiary of affiliate CVR Energy, Inc. (CVI), where he has been Executive Vice President and Chief Operating Officer since January 2022. CVI indirectly owns the general partner of CVR Partners and about 37% of its common units. His background includes senior operational and capital project roles at CVI, HollyFrontier Corporation, and consulting work at Solomon Associates, supported by engineering and MBA degrees from the University of Utah.
The Partnership states it is not aware of any related-party transactions requiring disclosure for Mr. Wright, and notes there are no family relationships between him and any director or executive officer. The filing also confirms there is no arrangement or understanding with any other person under which he was selected.
CVR Partners, LP furnished a current report describing that it has issued a press release with guidance on its preliminary capital expenditure estimates for 2026. The company states that the full text of this guidance is provided in a press release dated January 5, 2026, which is included as Exhibit 99.1.
The information in this report and in Exhibit 99.1 is being furnished under Regulation FD rather than filed, meaning it is not subject to certain Exchange Act liabilities and will only be incorporated into other SEC documents if specifically identified there. The partnership also notes that this disclosure is not an admission that the information is material or complete for investment decisions.
CVR Partners, LP reported insider activity by its President and CEO, who is also a director, involving common units and phantom units on December 10, 2025. The reporting person exercised 2,000 phantom units into common units at an exercise price of $0 and disposed of 2,000 common units at an average price of $94.92. Similar paired transactions occurred for additional blocks of 3,689 and 3,421 common units at the same sale price, leaving 30,593 common units beneficially owned directly.
The filing also shows a new award of 8,482 phantom units granted as compensation. Phantom units from various grant dates vest annually over three years and, upon vesting, either pay cash based on the 10-day average closing price or, for the newest award, may deliver one common unit or an equivalent cash amount, as determined by the board or compensation committee.