INFINITY NAT RES INC INR
COM CL A · Common Stock · CUSIP 456941103
- SectorEnergy
- IndustryCrude Petroleum & Natural Gas
- HeadquartersMorgantown, WV
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.70. Options: 1 managers hold calls ($175.3k notional), 2 hold puts ($265.4k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 95 |
| Q2 2025 | 100 |
| Q3 2025 | 100 |
| Q4 2025 | 117 |
| Q1 2026 | 135 |
| Q2 2026 | 127 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2025 | 67 | 39 |
| Q3 2025 | 66 | 36 |
| Q4 2025 | 78 | 40 |
| Q1 2026 | 80 | 41 |
| Q2 2026 | 83 | 56 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $0 | — |
| Q2 2026 | $175.3k | $265.4k | 1.51 |
Biggest buyers
| Hancock Prospecting Pty Ltd | New | +1.0m |
| FRANKLIN RESOURCES INC | Added | +681.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Added | +337.6k |
| UBS Group AG | Added | +284.6k |
| AMERIPRISE FINANCIAL INC | Added | +276.3k |
| AMERICAN CENTURY COMPANIES INC | Added | +269.9k |
| RAYMOND JAMES FINANCIAL INC | Added | +201.7k |
| D. E. Shaw & Co., Inc. | New | +169.9k |
| AQR CAPITAL MANAGEMENT LLC | Added | +112.0k |
| Yaupon Capital Management LP | Added | +110.0k |
Biggest sellers
| CI INVESTMENTS INC. | Sold out | -275.1k |
| BANK OF AMERICA CORP /DE/ | Reduced | -212.2k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -207.5k |
| SEI INVESTMENTS CO | Reduced | -149.7k |
| CITADEL ADVISORS LLC | Reduced | -149.6k |
| Walleye Capital LLC | Sold out | -146.6k |
| Nuveen, LLC | Reduced | -78.2k |
| Trexquant Investment LP | Sold out | -72.1k |
| JANE STREET GROUP, LLC | Sold out | -59.7k |
| MORGAN STANLEY | Reduced | -55.5k |
Biggest calls
| JANE STREET GROUP, LLC | New | $175.3k13.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $182.9k14.4k shares |
| SIMPLEX TRADING, LLC | New | $82.5k6.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| PEI INR Holdings, L.P. 13G · exempt (held before listing) new · filed 2025-03-14 | 65.5% |
INR (II) Investments, LLC
13D · may seek influence
new · filed 2026-03-18
Stated purposeThe information in Item 6 of this Schedule 13D is incorporated herein by reference. The Reporting Persons intend to review their investment in the Issuer on an ongoing basis and, in the course of their review, may take actions (including through their affiliates) with respect to their investment or the Issuer, including communicating with the board of directors of the Issuer (the "Board"), members of management or other security-holders of the Issuer, or other third parties from time to time, and taking steps to explore, prepare for or implement a course of action, including, without limitation, engaging advisors, including legal, financial, regulatory, technical and/or industry advisors, to assist in any review, evaluating strategic alternatives as they may become available and entering … Full filing |
41.4% |
| NGP XI US Holdings, L.P. 13G · exempt (held before listing) new · filed 2025-03-14 | 38.7% |
Etineles Holdings V, LLC
13D · may seek influence
new · filed 2026-03-02
Stated purposeThe information in Item 6 of this Schedule 13D is incorporated herein by reference. The Reporting Persons intend to review their investment in the Issuer on an ongoing basis and, in the course of their review, may take actions (including through their affiliates) with respect to their investment or the Issuer, including communicating with the board of directors of the Issuer (the "Board"), members of management or other security-holders of the Issuer, or other third parties from time to time, and taking steps to explore, prepare for or implement a course of action, including, without limitation, engaging advisors, including legal, financial, regulatory, technical and/or industry advisors, to assist in any review, evaluating strategic alternatives as they may become available and entering … Full filing |
16.2% |
| WESTWOOD MANAGEMENT CORP /TX 13G · institution +2.5 pts · filed 2025-04-07 | 13.5% |
| FRANKLIN RESOURCES INC 13G · institution +2.5 pts · filed 2026-07-28 | 12.5% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution +1.1 pts · filed 2026-08-14 | 11.4% |
| CHASE OIL CORP 13G · passive investor new · filed 2026-01-21 | 11.3% |
| BlackRock, Inc. 13G · institution +1.0 pts · filed 2025-07-17 | 7.4% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 13G · institution new · filed 2026-08-14 | 5.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), Encompass Capital Advisors LLC (0.0%, 2026-02-17), Webs Creek Capital Management LP (2.0%, 2026-02-12), CIBC Private Wealth Group LLC (—, 2026-02-02)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 4 | $1.6m | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $46.0k | — |
| Q3 2025 | 3 | $867.4k | 0 | — | — |
| Q4 2025 | 1 | $111.9k | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $4.8m | — |
| Q2 2026 | 4 | $2.0m | 0 | — | — |
| Q3 2026 | 2 | $663.7k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-25 | Baetz Cary D EVP and CFO | Bought | $4.3k316 shares |
| 2026-09-24 | Baetz Cary D EVP and CFO | Bought | $295.7k22.0k shares |
| 2026-09-22 | Gieselman Scott Director · By CMR Family Investments LLC | Bought | $130.7k10.0k shares |
| 2026-09-21 | Gieselman Scott Director · By CMR Family Investments LLC | Bought | $233.1k18.5k shares |
| 2026-06-17 | Gieselman Scott Director · By CMR Family Investments LLC | Bought | $129.4k10.0k shares |
| 2026-06-12 | GRAY STEVEN D Director · By: The Gray Management Trust | Bought | $320.2k25.0k shares |
| 2026-06-11 | Quinn William J Director | Bought | $151.8k11.5k shares |
| 2026-06-11 | Poole David P Director · By IRA | Bought | $54.0k4.0k shares |
| 2026-06-10 | Poole David P Director · By IRA | Bought | $105.0k7.5k shares |
| 2026-06-05 | Quinn William J Director | Bought | $580.4k44.0k shares |
| 2026-06-03 | Quinn William J Director | Bought | $138.6k10.5k shares |
| 2026-06-03 | Gieselman Scott Director · By CMR Family Investments LLC | Bought | $9.0k670 shares |
| 2026-06-02 | Gieselman Scott Director · By CMR Family Investments LLC | Bought | $179.3k13.4k shares |
| 2026-05-26 | Gieselman Scott Director · By CMR Family Investments LLC | Bought | $282.0k20.0k shares |
| 2026-05-22 | Gieselman Scott Director · By CMR Family Investments LLC | Bought | $12.9k900 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 2.3m $29.8m | Added +681.3k |
| WESTWOOD HOLDINGS GROUP INC 0.21% of their portfolio | 2.2m $27.3m | Added +20.4k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 2.1m $27.2m | Added +269.9k |
| BlackRock, Inc. 0.00% of their portfolio | 1.3m $17.0m | Added +87.2k |
| Hancock Prospecting Pty Ltd 0.23% of their portfolio | 1.0m $13.3m | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.09% of their portfolio | 1.0m $13.2m | Added +337.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 757.7k $9.6m | Added +81.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 750.2k $9.5m | Added +276.3k |
| Yaupon Capital Management LP 0.28% of their portfolio | 654.3k $8.3m | Added +110.0k |
| CIBC Bancorp USA Inc. 0.01% of their portfolio | 606.7k $7.7m | Reduced -28.1k |
| UBS Group AG 0.00% of their portfolio | 606.5k $7.7m | Added +284.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 443.4k $5.6m | Added +76.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 392.2k $5.0m | Added +55.1k |
| STATE STREET CORP 0.00% of their portfolio | 373.9k $4.7m | Added +26.9k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 367.4k $4.7m | Added +30.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 331.4k $4.2m | Added +201.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 323.7k $4.1m | Added +41.3k |
| MORGAN STANLEY 0.00% of their portfolio | 275.5k $3.5m | Reduced -55.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 254.8k $3.2m | Added +112.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 199.9k $2.5m | Added +85.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 169.9k $2.2m | New |
| RR Advisors, LLC 0.61% of their portfolio | 166.0k $2.1m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 162.0k $2.1m | Added +34.1k |
| 1492 Capital Management LLC 0.58% of their portfolio | 155.1k $2.0m | Reduced -18.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 139.9k $1.8m | Added +21.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 129.9k $1.6m | Added +29.6k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 125.8k $1.6m | Reduced -149.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 113.6k $1.4m | Reduced -212.2k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 111.2k $1.4m | Added +4.6k |
| XTX Topco Ltd 0.02% of their portfolio | 96.7k $1.2m | Added +55.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 87.8k $1.1m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 87.0k $1.1m | Added +21.3k |
| Amova Asset Management Americas, Inc. 0.01% of their portfolio | 87.0k $1.1m | Added +21.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 86.0k $1.1m | Added +26.1k |
| Boston Partners 0.00% of their portfolio | 79.0k $1.0m | Added +42.2k |
| Quantinno Capital Management LP 0.00% of their portfolio | 75.1k $953.7k | Added +26.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 70.3k $892.2k | Added +5.8k |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 67.1k $851.7k | Added +54.9k |
| Jump Financial, LLC 0.01% of their portfolio | 66.1k $840.0k | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 59.8k $760.1k | Added +2.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 58.7k $744.9k | Added +16.4k |
| Mariner, LLC 0.00% of their portfolio | 58.3k $740.6k | Added +29.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 52.7k $669.5k | New |
| ArrowMark Colorado Holdings LLC 0.03% of their portfolio | 51.0k $648.0k | Reduced -53.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 42.7k $542.8k | Reduced -28.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 41.9k $532.7k | Reduced -207.5k |
| STRS OHIO 0.00% of their portfolio | 38.2k $485.1k | Added +6.9k |
| Penn Capital Management Company, LLC 0.03% of their portfolio | 37.9k $481.2k | Added +2.0k |
| Numerai GP LLC 0.04% of their portfolio | 36.9k $468.4k | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 28.8k $365.4k | New |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 28.7k $365.1k | Reduced -28.9k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 27.6k $351.1k | Added +11.5k |
| Black Maple Capital Management LP 0.21% of their portfolio | 24.2k $307.3k | Reduced -6.5k |
| Quadrature Capital Ltd 0.00% of their portfolio | 23.6k $299.9k | Reduced -1.8k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 23.3k $295.8k | Added +15.7k |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 21.6k $274.4k | Reduced -9.8k |
| Nuveen, LLC 0.00% of their portfolio | 19.3k $245.2k | Reduced -78.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 18.6k $236.4k | Reduced -466 |
| Chicago Partners Investment Group LLC 0.00% of their portfolio | 17.2k $229.3k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 16.7k $212.4k | Added +4.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 15.3k $194.8k | Added +9.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 14.8k $260.6k | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 13.8k $174.0k | New |
| VIRTUS ADVISERS, LLC 0.06% of their portfolio | 13.3k $168.9k | Added +638 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 13.1k $165.9k | Added +745 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 12.9k $163.3k | Reduced -149.6k |
| Aigen Investment Management, LP 0.04% of their portfolio | 11.8k $149.4k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 11.7k $148.5k | Added +1.0k |
| Quantbot Technologies LP 0.01% of their portfolio | 11.6k $147.6k | Reduced -6.0k |
| Jain Global LLC 0.00% of their portfolio | 11.3k $143.8k | Reduced -121 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 11.3k $144.0k | Added +384 |
| Engineers Gate Manager LP 0.00% of their portfolio | 10.9k $139.0k | New |
| ZWJ INVESTMENT COUNSEL INC 0.00% of their portfolio | 10.7k $135.5k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 9.9k $126.5k | Reduced -37.1k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 9.8k $123.9k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 9.2k $116.3k | Added +7.1k |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 9.0k $113.0k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 7.8k $98.8k | Added +472 |
| Arax Advisory Partners 0.00% of their portfolio | 5.4k $68.3k | Added +5.3k |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.00% of their portfolio | 4.8k $60.8k | Reduced -123 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 4.7k $60.2k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 4.4k $55.9k | Added +146 |
| Versant Capital Management, Inc 0.00% of their portfolio | 3.8k $48.2k | Added +1.6k |
| BARCLAYS PLC 0.00% of their portfolio | 3.6k $45.4k | Added +408 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.5k $44.8k | Added +2.3k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 2.4k $30.6k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 2.4k $30.5k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 2.2k $27.3k | Reduced -887 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 1.8k $23.2k | Added +691 |
| Legal & General Group Plc 0.00% of their portfolio | 1.7k $21.9k | Added +393 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.3k $16.3k | Unchanged |
| FMR LLC 0.00% of their portfolio | 1.2k $15.8k | Reduced -294 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 785 $10.0k | Added +283 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 784 $10.2k | Added +187 |
| Aster Capital Management (DIFC) Ltd 0.00% of their portfolio | 677 $8.6k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 552 $7.0k | First filing |
| RAFFA WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 482 $6.1k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 432 $5.5k | Reduced -777 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 423 $5.4k | New |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 400 $5.1k | Unchanged |