HARBOR CAPITAL ADVISORS, INC. CVI — CVR Energy Inc

Ownership history in HARBOR CAPITAL ADVISORS, INC.  ·  7 quarters on record

AI Ownership Summary

HARBOR CAPITAL ADVISORS, INC. reported CVR Energy Inc (CVI) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows CVI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR CAPITAL ADVISORS, INC.'s position in CVR Energy Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CVI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CVI stock page HARBOR CAPITAL ADVISORS, INC. fund profile HARBOR CAPITAL ADVISORS, INC. full holdings
How HARBOR CAPITAL ADVISORS, INC. held CVI — position size vs. price
% of Fund (quarterly)    CVI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,521 +512 +50.7% 0.00% $51 2026-04-28 $32.55
2025 Q4 REDUCED — — — 1,009 -17 -1.7% 0.00% $26K 2026-01-20 $22.78
2025 Q3 REDUCED 43.0% -28.7% ✅ 1,026 -773 -43.0% 0.00% $37K 2025-10-15 $34.20
2025 Q2 ADDED — — — 1,799 +166 +10.2% 0.00% $48K 2025-07-09 $30.79
2025 Q1 ADDED — — — 1,633 +646 +65.5% 0.00% $32K 2025-04-14 $17.88
2024 Q4 ADDED — — — 987 +114 +13.1% 0.00% $18K 2025-01-10 $18.89
2024 Q3 INITIATED — — — 873 — — 0.00% $20K 2024-10-29 $18.01

🏢 Other funds also holding CVI

As of 2026 Q1 — sorted by position size

ICAHN CARL C 3Y 7Y 28.01% Soviero Asset Management, LP 3Y 3.16% ICON ADVISERS INC/CO 3Y 7Y 1.34% PDT Partners, LLC 3Y 7Y 0.73% Neo Ivy Capital Management 3Y 7Y 0.61% CastleKnight Management LP 3Y 0.53% Fieldview Capital Management, LLC 0.43% Camelot Portfolios, LLC 3Y 7Y 0.4% CastleKnight Management LP 3Y 0.28% Numerai GP LLC 3Y 0.25%

FAQ About HARBOR CAPITAL ADVISORS, INC. and CVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR CAPITAL ADVISORS, INC. reported owning CVI?

HARBOR CAPITAL ADVISORS, INC. reported CVI across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CVI position in HARBOR CAPITAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for CVI was 0.00% in 2026 Q1.

What is the latest reported CVI position on this page?

The most recent filing on this page is 2026 Q1, when HARBOR CAPITAL ADVISORS, INC. reported 1,521 shares, equal to 0.00% of portfolio, with an estimated market value of $51.

What does the chart on this CVI ownership page compare?

The chart compares HARBOR CAPITAL ADVISORS, INC.'s quarterly CVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HARBOR CAPITAL ADVISORS, INC. time their CVI position?

Based on 13F filing dates vs. subsequent CVI price moves, HARBOR CAPITAL ADVISORS, INC. correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on CVI relative to SPY over the holding period was +28.3%.

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