CVR Partners, LP UAN

An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.

In plain words · CVR Partners, LP, together with its subsidiaries, engages in the production and sale of nitrogen fertilizer in the United States.

The label

Distribution

read at $119.02

CVR Partners, LP holds its Distribution at $119.02.

PHPhase · the trend structure carries the Distribution label
INInsiders · no filings inside 60 days, left as found
POPositioning · no disclosures inside 60 days, left as found
OPOptions · no verdict drawn today, left as found
SCScreen · passes the values gate

edge confirmed
edge broken
edge forming

Each arm is one independent read. Conviction is not a single call, it is how many edges converge.

The investor read · the season, not the day

As held on the ledger · 2026-07-19
Phase	Distribution · caution
Quantitative state	The statistical read favours the buyers, held for 85 days
Price	$119.02
Valuation	10.36 trailing · -18.95 forward price to earnings
Values screen	PASS · score 70.0
Beta	0.14

The business, in plain words · what the numbers mean

The fundamentals · plain-English read
Forward P/E	-19.0x
Trailing P/E	10.4x reasonably valued
Revenue growth	26.0% strong top-line growth
Profit margin	18.9% healthy profit margins
Return on equity	39.6% an exceptional return on shareholder capital
Debt to equity	1.84 a meaningful debt load worth watching
Current ratio	2.75 comfortably covers its short-term bills
Beta	0.14 barely tracks the market's swings
Market cap	$1.3B
Employees	320

The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market; it carries a real debt load, which raises the stakes if revenue slips.

Plain-English interpretation of our own screen data. Analysis, not advice.

Related securities · others in UAN's space worth a look

FMC FMC Corporation IPI Intrepid Potash Inc SMG The Scotts Miracle-Gro Company ICL ICL Group Ltd MOS Mosaic Company (The) YARIY Yara International ASA

Screened names in the same industry · explore each on its own page.

Where & how to trade · wherever in the world you are

UAN trades on the NYSE. As a US-listed security it is accessible through almost any international broker offering US markets. New to this, or investing from outside the US? Our guide to accessing global markets covers brokers, currencies and the practical steps.

The trader read · the latest dated commentary

The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 20% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 60%. Our forward projection puts the odds of a 10% gain over the next month near 29%. Entered 2026-07-18 · Distribution

The dated journal · newest first, never edited

2026-07-18 Distribution $112.51 +0.0% Entry 3

The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 20% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 60%. Our forward projection puts the odds of a 10% gain over the next month near 29%.

2026-07-03 Distribution $112.51 +0.0% Entry 2

The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.

2026-07-02 Distribution $112.51 Entry 1

The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.

Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.

The political ledger · congressional disclosures

Disclosures naming UAN
Date	Politician	Party	Type	Amount
4 May2026	Scott Peters	Democrat	sell	100K–250K
4 Jun2026	Cleo Fields	Democrat	buy	1K–15K
29 May2026	Scott Peters	Democrat	sell	500K–1M
2026-05-07	Dwight Evans	Democrat	Sale	1K–15K

What holding actually paid · price plus dividends

If $1,000 had been placed · historical, not a promise
Period	Price then	Price return	Divs per share	$1,000 became	Total return
1 month	$132.19	-11.6%	$4.00	$914	-8.6%
2 months	$114.68	+1.9%	$4.00	$1,053	+5.3%
3 months	$134.60	-13.2%	$4.00	$898	-10.2%
6 months	$91.50	+27.7%	$4.37	$1,324	+32.4%
1 year	$72.95	+60.1%	$12.28	$1,769	+76.9%
2 years	$64.41	+81.3%	$19.38	$2,114	+111.4%
3 years	$61.00	+91.5%	$28.67	$2,385	+138.5%
5 years	$30.23	+286.4%	$73.57	$6,298	+529.8%

Historical returns from market close data. Past performance does not guarantee future results.

This entry now belongs to the ledger. Whatever UAN does next, these words stay.

CVR Partners, LP · UAN · Distribution · $119.02
Recorded 2026-07-19 · before the outcome · scored mechanically

All of today's entries See the running score

CVR Partners, LP UAN

This entry now belongs to the ledger. Whatever UAN does next, these words stay.

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