Sarfaraz A. Khan
Energy, commodities, macro, long only

Time To Buy Into This Icahn Backed Refiner

CVR Energy (CVI) is an oil refiner and marketer of petroleum fuels and a maker of nitrogen fertilizer products. It primarily operates under two segments, petroleum business, called CVR Refining (CVRR), and nitrogen fertilizer business, called CVR Partners (UAN). Both of its subsidiaries are Master Limited Partnerships. So essentially, CVR Energy is a holding company of these two MLPs and owns significant common units of the companies. The market cap of the three firms is presented below.

Market Cap in $ Millions

CVR Energy


CVR Refining


CVR Partners


The main focus of the article is on the holding company. CVR Energy has reasonable valuation and has also made significant...

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