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TwinBeech Capital’s CVR Energy CVI Stock Holding History

TwinBeech Capital’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-105,128
Closed -$2.67M – 622
2025
Q4 		$2.67M Buy
+105,128
New +$3.58M 0.19% 144
2024
Q2 		– Sell
-28,453
Closed -$1.01M – 588
2024
Q1 		$1.01M Buy
+28,453
New +$945K 0.02% 413
2023
Q3 		– Sell
-115,784
Closed -$3.47M – 684
2023
Q2 		$3.47M Buy
+115,784
New +$3.12M 0.07% 306
2023
Q1 		– Sell
-52,683
Closed -$1.65M – 669
2022
Q4 		$1.65M Buy
+52,683
New +$1.87M 0.03% 461
2020
Q1 		– Sell
-5,580
Closed -$226K – 325
2019
Q4 		$226K Buy
+5,580
New +$245K 0.07% 339

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TwinBeech Capital's CVI Position: Q1 2026 in Review

TwinBeech Capital sold out of CVR Energy (CVI) in Q1 2026, closing a stake of 105,128 shares — an estimated $2.67M sold.

TwinBeech Capital first reported a position in CVI in Q4 2019 and held it in 5 quarters. The position peaked at $3.47M in Q2 2023. 218 funds tracked by Wall St. Rank hold CVI as of Q1 2026.

  • TwinBeech Capital reported no remaining CVR Energy position as of Q1 2026 after selling out during the quarter.
  • TwinBeech Capital sold 105,128 CVR Energy shares in Q1 2026, an estimated $2.67M.
  • TwinBeech Capital first reported a position in CVR Energy in Q4 2019 and held it in 5 quarters.
  • TwinBeech Capital's CVR Energy position peaked at $3.47M in Q2 2023.
  • 218 funds tracked by Wall St. Rank held CVR Energy as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.