Vault-13

INFINITY NAT RES INC INR

COM CL A · Common Stock · CUSIP 456941103

95 institutional holders
14,735,95914.7m shares reported held*
$274.5mreported value*

* 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 ($1.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.63.

Biggest buyers

Webs Creek Capital Management LP New +1,121,927+1.1m
BlackRock, Inc. New +991,591+991.6k
Jain Global LLC New +896,306+896.3k
AMERICAN CENTURY COMPANIES INC New +874,273+874.3k
TimesSquare Capital Management, LLC New +862,971+863.0k
FRANKLIN RESOURCES INC New +827,570+827.6k
VANGUARD GROUP INC New +703,108+703.1k
Encompass Capital Advisors LLC New +664,583+664.6k
CITADEL ADVISORS LLC New +609,587+609.6k
HITE Hedge Asset Management LLC New +516,326+516.3k

Biggest sellers

None

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.

HolderStakeChangeShares Last filed
PEI INR Holdings, L.P. 13G · exempt (held before listing) new · filed 2025-03-14 65.5% new 28.9m≈ $367.0m 2025-03-14
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% new 12.9m≈ $163.3m 2026-03-18
NGP XI US Holdings, L.P. 13G · exempt (held before listing) new · filed 2025-03-14 38.7% new 9.6m≈ $122.3m 2025-03-14
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% new 3.5m≈ $44.6m 2026-03-02
WESTWOOD MANAGEMENT CORP /TX 13G · institution +2.5 pts · filed 2025-04-07 13.5% +2.5 pts 2.1m 2025-04-07
FRANKLIN RESOURCES INC 13G · institution +2.5 pts · filed 2026-07-28 12.5% +2.5 pts 2.3m≈ $29.8m 2026-07-28
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution +1.1 pts · filed 2026-08-14 11.4% +1.1 pts 2.1m≈ $27.2m 2026-08-14
CHASE OIL CORP 13G · passive investor new · filed 2026-01-21 11.3% new 2.1m≈ $26.1m 2026-01-21
BlackRock, Inc. 13G · institution +1.0 pts · filed 2025-07-17 7.4% +1.0 pts 1.1m≈ $14.4m 2025-07-17
SILVERCREST ASSET MANAGEMENT GROUP LLC 13G · institution new · filed 2026-08-14 5.5% new 1.0m≈ $13.2m 2026-08-14

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 in Q1 2025

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)

BuyingSelling
404Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 4 buyingQ1 25: 0 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20254$1.6m0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-02-03 Gieselman Scott Director Bought 50,000 $20.00 $1.0m50.0k shares new
2025-02-03 GRAY STEVEN D Director Bought 15,000 $20.00 $300.0k15.0k shares new
2025-02-03 Poole David P Director Bought 12,500 $20.00 $250.0k12.5k shares new
2025-02-03 James Sarah Director Bought 2,500 $20.00 $50.0k2.5k shares new

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Webs Creek Capital Management LP 4.76% of their portfolio DALLAS, TX 1,121,9271.1m $21.0m $21.0m 4.76% New
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 991,591991.6k $18.6m $18.6m 0.00% New
3 Jain Global LLC 0.34% of their portfolio NEW YORK, NY 896,306896.3k $16.8m $16.8m 0.34% New
4 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 874,273874.3k $16.4m $16.4m 0.01% New
5 TimesSquare Capital Management, LLC 0.26% of their portfolio NEW YORK, NY 862,971863.0k $16.2m $16.2m 0.26% New
6 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 827,570827.6k $15.5m $15.5m 0.00% New
7 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 703,108703.1k $13.2m $13.2m 0.00% New
8 Encompass Capital Advisors LLC 0.48% of their portfolio New York, NY 664,583664.6k $12.5m $12.5m 0.48% New
9 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 609,587609.6k $11.4m $11.4m 0.01% New
10 HITE Hedge Asset Management LLC 0.60% of their portfolio BRAINTREE, MA 516,326516.3k $9.7m $9.7m 0.60% New
11 CIBC Private Wealth Group LLC 0.02% of their portfolio ATLANTA, GA 480,500480.5k $7.2m $7.2m 0.02% New
12 EMERALD ADVISERS, LLC 0.39% of their portfolio LEOLA, PA 465,174465.2k $8.7m $8.7m 0.39% New
13 Yaupon Capital Management LP 0.55% of their portfolio NEW YORK, NY 400,000400.0k $7.5m $7.5m 0.55% New
14 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio NEW YORK, NY 385,797385.8k $7.2m $7.2m 0.05% New
15 Hood River Capital Management LLC 0.10% of their portfolio PALM BEACH GARDENS, FL 305,425305.4k $5.7m $5.7m 0.10% New
16 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 291,320291.3k $5.5m $5.5m 0.00% New
17 Davidson Kempner Capital Management LP 0.07% of their portfolio New York, NY 276,000276.0k $5.2m $5.2m 0.07% Not comparable
18 ArrowMark Colorado Holdings LLC 0.07% of their portfolio Denver, CO 236,447236.4k $4.4m $4.4m 0.07% New
19 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 221,390221.4k $4.2m $4.2m 0.01% New
20 EMERALD MUTUAL FUND ADVISERS TRUST 0.28% of their portfolio LEOLA, PA 210,579210.6k $3.9m $3.9m 0.28% New
21 Zimmer Partners, LP 0.08% of their portfolio NEW YORK, NY 200,000200.0k $3.8m $3.8m 0.08% New
22 TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio AUSTIN, TX 175,000175.0k $3.3m $3.3m 0.01% New
23 Covalis Capital LLP 0.71% of their portfolio LONDON, X0 165,862165.9k $3.1m $3.1m 0.71% New
24 SIR Capital Management, L.P. 0.27% of their portfolio NEW YORK, NY 162,500162.5k $3.0m $3.0m 0.27% New
25 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 157,140157.1k $2.9m $2.9m 0.00% New
26 Ghisallo Capital Management LLC 0.24% of their portfolio BOSTON, MA 150,000150.0k $2.8m $2.8m 0.24% New
27 1492 Capital Management LLC 1.37% of their portfolio MILWAUKEE, WI 135,617135.6k $2.5m $2.5m 1.37% New
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 133,302133.3k $2.5m $2.5m 0.00% New
29 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 116,201116.2k $2.2m $2.2m 0.00% New
30 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 110,418110.4k $2.1m $2.1m 0.00% New
31 Polymer Capital Management (US) LLC 0.62% of their portfolio NEW YORK, NY 110,000110.0k $2.1m $2.1m 0.62% New
32 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 108,858108.9k $2.0m $2.0m 0.00% New
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 105,304105.3k $2.0m $2.0m 0.00% New
34 CI INVESTMENTS INC. 0.01% of their portfolio TORONTO, Z4 103,244103.2k $1.9m $1.9m 0.01% New
35 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 102,217102.2k $1.9m $1.9m 0.00% New
36 Boston Partners 0.00% of their portfolio BOSTON, MA 101,522101.5k $1.9m $1.9m 0.00% New
37 Aventail Capital Group, LP 0.09% of their portfolio NEW YORK, NY 100,000100.0k $1.9m $1.9m 0.09% New
38 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 95,48495.5k $1.8m $1.8m 0.00% New
39 Atom Investors LP 0.19% of their portfolio AUSTIN, TX 81,60781.6k $1.5m $1.5m 0.19% New
40 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 80,00080.0k $1.5m $1.5m 0.01% New
41 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 71,83471.8k $1.3m $1.3m 0.00% New
42 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 62,39762.4k $1.2m $1.2m 0.00% New
43 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 62,25062.2k $1.2m $1.2m 0.00% New
44 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 59,20059.2k $1.1m $1.1m 0.00% New
45 Anson Funds Management LP 0.24% of their portfolio DALLAS, TX 53,45553.5k $1.0m $1.0m 0.24% New
46 Hudson Bay Capital Management LP 0.01% of their portfolio STAMFORD, CT 50,00050.0k $937.5k $937.5k 0.01% New
47 Burkehill Global Management, LP 0.07% of their portfolio NEW YORK, NY 50,00050.0k $937.5k $937.5k 0.07% New
48 Woodline Partners LP 0.00% of their portfolio San Francisco, CA 40,00040.0k $750.0k $750.0k 0.00% New
49 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 37,98138.0k $712.1k $712.1k 0.00% New
50 Amova Asset Management Americas, Inc. 0.01% of their portfolio New York, NY 37,98138.0k $712.1k $712.1k 0.01% New
51 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 37,66437.7k $706.2k $706.2k 0.00% New
52 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 36,70836.7k $688.3k $688.3k 0.00% New
53 SEVEN GRAND MANAGERS, LLC 0.15% of their portfolio BRONXVILLE, NY 35,00035.0k $656.2k $656.2k 0.15% New
54 CenterBook Partners LP 0.04% of their portfolio GREENWICH, CT 34,19034.2k $641.1k $641.1k 0.04% New
55 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,57026.6k $498.0k $498.0k 0.00% New
56 OXFORD ASSET MANAGEMENT LLP 0.21% of their portfolio OXFORD, X0 25,00025.0k $468.8k $468.8k 0.21% Not comparable
57 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 21,80321.8k $408.8k $408.8k 0.00% New
58 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 20,00020.0k $375.0k $375.0k 0.00% New
59 WESTWOOD HOLDINGS GROUP INC 0.00% of their portfolio DALLAS, TX 16,57916.6k $310.9k $310.9k 0.00% New
60 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 16,35316.4k $306.6k $306.6k 0.00% First filing
61 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 15,97216.0k $299.5k $299.5k 0.00% New
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,48515.5k $290.3k $290.3k 0.00% New
63 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 13,86613.9k $260.0k $260.0k 0.00% New
64 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 13,77713.8k $258.3k $258.3k 0.00% New
65 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 13,65413.7k $256.0k $256.0k 0.00% New
66 Point72 (DIFC) Ltd 0.02% of their portfolio DUBAI, C0 13,38313.4k $250.9k $250.9k 0.02% New
67 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 12,08012.1k $226.5k $226.5k 0.00% New
68 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 10,59010.6k $198.6k $198.6k 0.00% New
69 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 8,8598.9k $166.1k $166.1k 0.00% New
70 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 7,9888.0k $149.8k $149.8k 0.00% New
71 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 7,4787.5k $140.2k $140.2k 0.00% New
72 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7,2867.3k $136.6k $136.6k 0.00% New
73 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 7,2237.2k $135.4k $135.4k 0.00% New
74 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 6,2266.2k $116.7k $116.7k 0.00% New
75 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,0106.0k $112.7k $112.7k 0.00% New
76 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 5,0505.0k $94.7k $94.7k 0.00% New
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,5933.6k $67.4k $67.4k 0.00% New
78 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 2,3002.3k $43.1k $43.1k 0.00% New
79 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 1,7431.7k $32.7k $32.7k 0.00% New
80 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,2861.3k $24.1k $24.1k 0.00% New
81 Legal & General Group Plc 0.00% of their portfolio London, X0 1,1771.2k $21.9k $21.9k 0.00% New
82 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,0051.0k $18.8k $18.8k 0.00% New
83 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 797797 $14.9k $14.9k 0.00% New
84 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 600600 $11.2k $11.2k 0.00% First filing
85 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 438438 $8.0k $8.0k 0.00% New
86 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 336336 $6.3k $6.3k 0.00% New
87 COMERICA BANK 0.00% of their portfolio DALLAS, TX 203203 $3.8k $3.8k 0.00% New
88 Washington Trust Advisors, Inc. 0.00% of their portfolio WELLESLEY, MA 194194 $3.6k $3.6k 0.00% New
89 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 177177 $3.3k $3.3k 0.00% New
90 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 116116 $2.1k $2.1k 0.00% New
91 BELLEVUE ASSET MANAGEMENT, LLC 0.00% of their portfolio BELLEVUE, WA 7474 $1.4k $1.4k 0.00% New
92 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 4141 $769 $769 0.00% New
93 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 2222 $413 $413 0.00% New
94 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1313 $244 $244 0.00% New
95 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — New