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 filings document the limited partnership’s nitrogen fertilizer operations, public-unit structure and governance under its general partner. The company’s common units representing limited partner interests trade on the New York Stock Exchange under UAN, and filings identify the partnership’s production of UAN solution fertilizer and industrial raw material.
Recent 8-K filings furnish operating results, financial condition updates, Regulation FD disclosures, cash distribution information and capital expenditure guidance. Other filings address board and officer appointments, committee composition, NYSE listing-standard compliance, annual report materials, audited financial statements, capital structure and affiliate ownership involving CVR Energy.
CVR Partners reported a much stronger first quarter of 2026, driven by higher fertilizer prices and solid plant utilization. Net sales were $180.0 million, up from $142.9 million a year earlier, as ammonia and UAN prices and ammonia volumes increased despite slightly lower UAN volumes.
Net income nearly doubled to $49.9 million from $27.1 million, and EBITDA rose to $77.7 million from $52.9 million as tighter global supply, higher corn acreage and geopolitical disruptions supported pricing. Ammonia utilization reached 103% of capacity and cash from operations climbed to $75.8 million.
Cash and cash equivalents increased to $128.1 million, with total liquidity of $178.1 million against $550 million of 6.125% senior secured notes due 2028. The partnership declared a $4.00 per‑unit distribution for Q1 2026 (about $42.3 million) and plans $60–75 million of 2026 capital spending, including a major East Dubuque turnaround.
CVR Partners reported significantly stronger results for the first quarter of 2026. Net income was $50 million, or $4.72 per common unit, on net sales of $180 million, compared to $27 million, or $2.56 per common unit, on $143 million of net sales a year earlier.
EBITDA rose to $78 million and the consolidated ammonia utilization rate reached 103 percent, indicating very high plant operating levels. The Board declared a first quarter 2026 cash distribution of $4.00 per common unit, reflecting the improved profitability and cash generation in a favorable nitrogen fertilizer pricing environment.
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.