Why CVR Partners Is Not Down More After A Bad Quarter

2026-02-20 09:03:07 ET

Key Supplier Risk

With its Q4 results , CVR Partners, LP ( UAN ) highlighted the risk of owning a variable distribution partnership consisting of only two manufacturing sites. The partnership reported a loss of ($0.97) per unit and a distribution of just $0.37, a far cry from the $5.17 I forecasted in my last article , when I rated it a Strong Buy, expecting double-digit distribution yields in 2026. Despite the huge miss, the units were barely down on the day and have produced a total return of almost 17% since that article....

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