Mach Natural Resources LP

MNR

Exchange: NYSE
Industry: Crude Petroleum & Natural Gas
SEC CIK: 0001980088

SEC filings (opens in a new tab)

In the last 90 days, Mach Natural Resources LP insiders filed 3 open-market purchases and 0 sales; 68 institutions reported holding it in 13F filings for Q2 2026, worth $327.4M in total; no superinvestor holds it.

Key figures

Market capClose on Nov 11, 2026: $1.55B
Insider buysLast 90 days, $3.40M in total: 3
Insider sellsOpen market, last 90 days: 0
13F holdersQ2 2026, +7 vs. previous quarter: 68
13F valueReported value at the end of Q2 2026: $327.4M
Superinvestors holdingAt the end of Q2 2026: 0

Price chart

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Financials

See financial statements

From SEC filings, in USD.

Revenue, FY2025: $1.18B; +21.2% year over year
Net income, FY2025: $143.0M; −22.8% year over year
Free cash flow, FY2025: –; No comparable prior period
Revenue, Q3 FY2026: $319.2M; +17.1% year over year

Revenue flow, FY2025

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Net income for FY2025: $143.0M (12.2% of revenue).

Short interest

See short data

From FINRA, settlement date Oct 30, 2026.

Short interest: 462.1K; Shares sold short
Change: −288.9K; −38.5% vs. previous
Days to cover: 1.00; At average daily volume

Superinvestors holding MNR, Q2 2026

Go to the superinvestors tab

No superinvestor reported holding MNR at the end of Q2 2026.

Latest insider trades

See all insider trades

Open-market purchases and sales by Mach Natural Resources LP insiders from Form 4, newest first.

Insider trades
Filed (ET)	Trade date	Filing delay	Insider	Transaction	Shares	Avg price	Value	Holding change	Flags
Nov 12, 2026 (view filing)6:14 AM ET	Nov 9-10	3 days	Ward Tom L.See Remarks	PPurchaseCommon Units	+110.0K	$9.17	+$1.01M	+0.8%13.6M after	2 lots
Sep 17, 2026 (view filing)5:11 PM ET	Sep 15	2 days	McMullen William Wallace and 1 otherDirector, 10% Owner, Other: See Remarks	PPurchaseCommon Units	+22.1K	$11.25	+$248.9K	New position22.1K after
Sep 17, 2026 (view filing)5:11 PM ET	Sep 15	2 days	McMullen William Wallace and 1 otherDirector, 10% Owner, Other: See Remarks	PPurchaseCommon Units	+12.4K	$11.30	+$140.0K	0.0%74.9M after
Sep 16, 2026 (view filing)9:16 PM ET	Sep 14	2 days	Ward Tom L.See Remarks	PPurchaseCommon Units	+172.4K	$11.60	+$2.00M	+1.3%13.5M after
Apr 13, 2026 (view filing)	Apr 13	Same day	Ward Tom L.See Remarks	PPurchaseCommon Units	+153.3K	$13.05	+$2.00M	New position76.6K after	2 lots
Apr 10, 2026 (view filing)5:32 PM ET	Apr 8	2 days	IKAV General Partner S.a r.l. and 1 other10% Owner	SSaleCommon Units	−5.56M	$12.81	−$71.2M	−56.6%4.26M after	2 lots
Mar 23, 2026 (view filing)4:05 PM ET	Mar 19-23	4 days	McMullen William Wallace and 2 othersDirector, 10% Owner, Other: See Remarks	PPurchaseCommon Units	+9.29K	$13.87	+$128.8K	0.0%74.9M after	3 lots
Mar 23, 2026 (view filing)	Mar 19-20	4 days	Burn ChristopherDirector, Other: See Remarks	PPurchaseCommon Units	+2.00K	$13.96	+$27.9K	+14.7%15.6K after	2 lots
Dec 10, 2025 (view filing)4:05 PM ET	Dec 8-9	2 days	McMullen William Wallace and 2 othersDirector, 10% Owner, Other: See Remarks	PPurchaseCommon Units	+30.0K	$12.41	+$372.2K	0.0%74.9M after	2 lots
Dec 1, 2025 (view filing)	Nov 26	5 days	Ward Tom L.See Remarks	PPurchaseCommon Units	+40.0K	$11.63	+$465.2K	+31.5%167.0K after

Top 10 13F holders, Q2 2026

See all 68 holders

The largest institutional positions in Mach Natural Resources LP at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding MNR in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Kayne Anderson Capital Advisors LP	15,517,713	$196.1M	3.85%	−3,442,321−18.2%	Reduced
American Century Companies Inc	2,457,144	$31.1M	0.01%	+97,394+4.1%	Added
Morgan Stanley	1,944,485	$24.6M	0.00%	+762,157+64.5%	Added
CIBC Bancorp USA Inc.	572,842	$7.24M	0.01%	+147,221+34.6%	Added
First Trust Advisors LP	494,251	$6.25M	0.00%	−3,468−0.7%	Reduced
Raymond James Financial Inc	456,448	$5.77M	0.00%	−4,931−1.1%	Reduced
Royce & Associates LP	448,606	$5.67M	0.05%	+448,606	New
PEAK6 LLC	316,243	$4.00M	0.10%	+316,243	New
Franklin Resources Inc	279,260	$3.53M	0.00%	+96,395+52.7%	Added
HRT Financial LP	263,080	$3.33M	0.01%	+169,230+180.3%	Added

Holders of 5% or more of MNR

See all 3 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Mach Natural Resources LP.

Largest holders of MNR from 13D and 13G filings
Holder	Latest form	Stake	Change	First filed	Latest filing	Filing
BCE-Mach Aggregator LLC	13D	63.20%74.8M shares	+0.40 ppfrom 62.80%	Nov 2, 20233 filings	Jun 17, 2025	SEC
IKAV General Partner S.a r.l.	13G/A	14.20%23.6M shares	−4.00 ppfrom 18.20%	Sep 23, 20252 filings	Aug 13, 2026	SEC
Ward Tom L.	13G/A	8.40%14.0M shares	–	Nov 12, 20242 filings	May 12, 2026	SEC