Joel Greenblatt's CVI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 17,139 shares of CVR Energy, Inc. (CVI) worth $436,016, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in CVI, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 271,105 shares. Largest reduction occurred in Q4 2013, reducing 248,265 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's CVR Energy (CVI) Holding Value Over Time
Track share changes against reported price movement
Quarterly CVR Energy (CVI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +17,139 | New Buy | 17,139 | $25.44 |
| Q3 2025 | -18,732 | Sold Out | 0 | $0.00 |
| Q2 2025 | -27,847 | Reduce 59.78% | 18,732 | $26.85 |
| Q1 2025 | +46,579 | New Buy | 46,579 | $19.40 |
| Q4 2024 | -9,573 | Sold Out | 0 | $0.00 |
| Q3 2024 | -40,132 | Reduce 80.74% | 9,573 | $23.03 |
| Q2 2024 | +34,725 | Add 231.81% | 49,705 | $26.77 |
| Q1 2024 | -47,451 | Reduce 76.01% | 14,980 | $35.66 |
| Q4 2023 | +33,394 | Add 115.00% | 62,431 | $30.30 |
| Q3 2023 | -7,968 | Reduce 21.53% | 29,037 | $34.03 |
| Q2 2023 | +8,563 | Add 30.11% | 37,005 | $29.96 |
| Q1 2023 | +12,791 | Add 81.73% | 28,442 | $32.78 |
| Q4 2022 | -37,973 | Reduce 70.81% | 15,651 | $31.34 |
| Q3 2022 | +11,789 | Add 28.18% | 53,624 | $28.98 |
| Q2 2022 | +41,835 | New Buy | 41,835 | $33.49 |
| Q1 2021 | -15,670 | Sold Out | 0 | $0.00 |
| Q4 2020 | +1,503 | Add 10.61% | 15,670 | $14.87 |
| Q3 2020 | -59,382 | Reduce 80.74% | 14,167 | $12.35 |
| Q2 2020 | -95,592 | Reduce 56.52% | 73,549 | $20.11 |
| Q1 2020 | +32,831 | Add 24.09% | 169,141 | $16.53 |
| Q4 2019 | +10,586 | Add 8.42% | 136,310 | $40.43 |
| Q3 2019 | +30,384 | Add 31.87% | 125,724 | $44.03 |
| Q2 2019 | +759 | Add 0.80% | 95,340 | $49.99 |
| Q1 2019 | -105,103 | Reduce 52.63% | 94,581 | $41.20 |
| Q4 2018 | +16,786 | Add 9.18% | 199,684 | $34.48 |
| Q3 2018 | +103,593 | Add 130.63% | 182,898 | $40.22 |
| Q2 2018 | -157,547 | Reduce 66.52% | 79,305 | $36.98 |
| Q1 2018 | -106,250 | Reduce 30.97% | 236,852 | $30.22 |
| Q4 2017 | -30,855 | Reduce 8.25% | 343,102 | $37.24 |
| Q3 2017 | +53,291 | Add 16.62% | 373,957 | $25.90 |
| Q2 2017 | +216,238 | Add 207.07% | 320,666 | $21.76 |
| Q1 2017 | +104,428 | New Buy | 104,428 | $20.08 |
| Q1 2016 | -203,401 | Sold Out | 0 | $0.00 |
| Q4 2015 | +40,697 | Add 25.01% | 203,401 | $39.35 |
| Q3 2015 | -45,953 | Reduce 22.02% | 162,704 | $41.05 |
| Q2 2015 | -21,300 | Reduce 9.26% | 208,657 | $37.64 |
| Q1 2015 | -41,148 | Reduce 15.18% | 229,957 | $42.56 |
| Q4 2014 | +271,105 | New Buy | 271,105 | $38.71 |
| Q2 2014 | -15,743 | Sold Out | 0 | $0.00 |
| Q1 2014 | -55,120 | Reduce 77.78% | 15,743 | $42.24 |
| Q4 2013 | -248,265 | Reduce 77.79% | 70,863 | $43.44 |
| Q3 2013 | +144,339 | Add 82.58% | 319,128 | $38.52 |
| Q2 2013 | +174,789 | Add 0.00% | 174,789 | $47.40 |
Joel Greenblatt's CVR Energy Investment FAQs
Joel Greenblatt first purchased CVR Energy, Inc. (CVI) in Q2 2013, acquiring 174,789 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held CVR Energy, Inc. (CVI) for 43 quarters since Q2 2013.
Joel Greenblatt's largest addition to CVR Energy, Inc. (CVI) was in Q4 2014, adding 271,105 shares worth $10.49 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 17,139 shares of CVR Energy, Inc. (CVI), valued at approximately $436,016.
As of the Q4 2025 filing, CVR Energy, Inc. (CVI) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in CVR Energy, Inc. (CVI) was 373,957 shares, as reported at the end of Q3 2017.