Signal dossier · Q4 2025

CVI

CVR Energy · Energy

HoldLens verdict · single −100..+100 scale

NEUTRAL

on a signed +100 buy scale · NEUTRAL

Mixed or absent signals. Smart money is not decisively moving.

Unified ConvictionScore · −100..+100

Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding

Buy component

Dissent penalty

−1

Unanimity bonus

Quality differential

Info density

Buyers / Sellers

1 / 0

ConvictionScore v5 · 9-layer breakdown

13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.

Smart money (13F)

Insider activity (Form 4)

Track record (CAGR)

-4

Trend streak

Concentration

Contrarian bonus

Event signal (8-K)

− Dissent penalty

−1

− Crowding penalty

−0

Owners: 1·Buyers: 8·Sellers: 5·Buyer-CAGR-weighted expected return: +10.1% ±0.7%·How this is computed

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Ownership breadth · 8 quarters

Breadth falling

-2 owners over 8Q

Q1 '24

Q2 '24

Q3 '24

Q4 '24

Q1 '25

Q2 '25

Q3 '25

Q4 '25

Fewer superinvestors hold this name than 8 quarters ago — rotation out. See the most-owned names across all tracked managers →

Smart money activity

Every tracked 13F move on CVI — grouped by quarter, ranked by manager quality.

Smart money activity

8 buys · 5 sells across tracked 13F filings

Net signal: STRONG BUY

Q4 2025(1 move)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 96.00%	+781K	0.20%

Q3 2025(1 move)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Reduce 28.00%	-320K	0.20%

Q2 2025(1 move)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 251%	+79K	0.00%

Q1 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 15.00%	+153K	0.40%
Joel GreenblattElite Gotham Asset Management	Buy (new)	+31K	0.00%

Q4 2024(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Reduce 30.00%	-418K	0.40%
Joel GreenblattElite Gotham Asset Management	Sell (exit)	-75K	0.00%

Q3 2024(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 40.00%	+22K	0.00%
Joel GreenblattElite Gotham Asset Management	Reduce 9.00%	-133K	0.70%

Q2 2024(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 63.00%	+600K	0.80%
Joel GreenblattElite Gotham Asset Management	Add 224%	+37K	0.00%
Michael Burry Scion Asset Management	Sell (exit)	-20K	0.00%

Q1 2024(1 move)

Portfolio manager	Activity	Share change	% portfolio
Michael Burry Scion Asset Management	Buy (new)	+20K	7.00%

Insider activity

What the company's own executives and directors are doing — buys are highly bullish.

Latest news

Recent headlines for CVI — context for the moves above.

Who’s betting biggest on CVI

Energy sector →

Each bar is one manager’s position size in CVI as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.

Carl Icahn

14.2%

“Refining + nitrogen fertilizers — long held.”

AI thesis

An AI-synthesised investment thesis for CVI, based on the 13F data above. Generated on demand — not stored or pre-computed.

AI thesis

Claude Haiku synthesis of NEUTRAL positioning from 1 institutional filers

Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the 0 conviction score.

Related smart-money signals

Derived from the same 13F filings

Same sector · Energy

Top conviction in this sector

All Energy names →

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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.