Vault-13

MACH NATURAL RESOURCES LP MNR

COM UNIT LTD PAR · Ltd Part · CUSIP 55445L100

67 institutional holders +5 vs Q1 2026
25,883,13825.9m shares reported held*
$327.4mreported value*
16 new 31 added 11 reduced 10 sold out net sold ≈ $36.0m (-2.8m shares)

* 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. Holder counts are more reliable. Implied quarter-end price ≈ $12.65. Options: 5 managers hold calls ($2.9m notional), 6 hold puts ($2.9m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q4 23: 29Q1 24: 32Q2 24: 35Q3 24: 46Q4 24: 44Q1 25: 51Q2 25: 57Q3 25: 62Q4 25: 60Q1 26: 62Q2 26: 6767Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202329
Q1 202432
Q2 202435
Q3 202446
Q4 202444
Q1 202551
Q2 202557
Q3 202562
Q4 202560
Q1 202662
Q2 202667

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 35 bought or addedQ3 24: 7 cut or sold outQ4 24: 19 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 34 bought or addedQ1 25: 11 cut or sold outQ2 25: 33 bought or addedQ2 25: 26 cut or sold outQ2 25Q3 25: 31 bought or addedQ3 25: 32 cut or sold outQ4 25: 29 bought or addedQ4 25: 32 cut or sold outQ4 25Q1 26: 29 bought or addedQ1 26: 31 cut or sold outQ2 26: 47 bought or addedQ2 26: 21 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024357
Q4 20241922
Q1 20253411
Q2 20253326
Q3 20253132
Q4 20252932
Q1 20262931
Q2 20264721

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $515.6kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $1.1mQ1 26 puts: $2.2mQ1 26P/C 1.94Q2 26 calls: $2.9mQ2 26 puts: $2.9mQ2 26P/C 1.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$515.6k$00.00
Q1 2026$1.1m$2.2m1.94
Q2 2026$2.9m$2.9m1.00

Biggest buyers

MORGAN STANLEY Added +762,157+762.2k
ROYCE & ASSOCIATES LP New +448,606+448.6k
PEAK6 LLC New +316,243+316.2k
HRT FINANCIAL LP Added +169,230+169.2k
CIBC Bancorp USA Inc. Added +147,221+147.2k
Empowered Funds, LLC New +131,906+131.9k
CITADEL ADVISORS LLC Added +125,371+125.4k
HUSSMAN STRATEGIC ADVISORS, INC. New +105,000+105.0k
AMERICAN CENTURY COMPANIES INC Added +97,394+97.4k
FRANKLIN RESOURCES INC Added +96,395+96.4k

Biggest sellers

KAYNE ANDERSON CAPITAL ADVISORS LP Reduced -3,442,321-3.4m
ING GROEP NV Sold out -1,012,000-1.0m
GOLDMAN SACHS GROUP INC Reduced -969,226-969.2k
RAFFLES ASSOCIATES LP Sold out -115,000-115.0k
LuminArx Capital Management LP Sold out -96,839-96.8k
Janney Montgomery Scott LLC Reduced -89,104-89.1k
GSA CAPITAL PARTNERS LLP Reduced -59,934-59.9k
&PARTNERS Reduced -22,565-22.6k
Corient Private Wealth LP Sold out -16,562-16.6k
BANK OF AMERICA CORP /DE/ Sold out -11,000-11.0k

Biggest calls

CITADEL ADVISORS LLC Added $1.9m149.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $783.7k62.0k shares
JANE STREET GROUP, LLC New $174.4k13.8k shares
GROUP ONE TRADING LLC Added $50.6k4.0k shares
SIMPLEX TRADING, LLC Reduced $17.7k1.4k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $975.8k77.2k shares
CITADEL ADVISORS LLC New $859.5k68.0k shares
JANE STREET GROUP, LLC Added $496.8k39.3k shares
IMC-Chicago, LLC New $417.1k33.0k shares
GROUP ONE TRADING LLC New $107.4k8.5k shares
SIMPLEX TRADING, LLC Added $45.5k3.6k 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.

HolderStakeChangeShares Last filed
BCE-Mach Aggregator LLC 13D · may seek influence +0.4 pts · filed 2025-06-17
Stated purposePrior to the closing of the Issuer's initial public offering (the "IPO"), the Reporting Persons acquired 68,226,633 Common Units in exchange for equity securities of the predecessor of the Issuer. In connection with the IPO, the following agreements were entered into governing certain rights of the Reporting Persons: (i) the Amended and Restated Agreement of Limited Partnership of Mach Natural Resources LP, which among other things, provided the Reporting Persons (i) customary registration rights and (ii) through its controlling interest in the Issuer's general partner, certain governance rights; and (ii) the Amended and Restated Limited Liability Company Agreement of Mach Natural Resources GP, LLC (the "GP LLCA"), which governs the board of directors (the "Board") that controls the Issue… Full filing
63.2% +0.4 pts 74.8m≈ $945.6m 2025-06-17
IKAV General Partner S.a r.l. 13G · passive investor -4.0 pts · filed 2026-08-13 14.2% -4.0 pts 23.6m≈ $298.7m 2026-08-13
KAYNE ANDERSON CAPITAL ADVISORS LP 13G · passive investor -2.2 pts · filed 2026-04-08 9.2% -2.2 pts 15.5m≈ $196.1m 2026-04-08
WARD TOM L. 13G · exempt (held before listing) filed 2026-05-12 8.4% 14.0m≈ $177.6m 2026-05-12

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)

BuyingSelling
202Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 1 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 2 buyingQ4 25: 0 sellingQ1 26: 2 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 2 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20241$13.8m0——
Q1 20251$80.0m0——
Q2 20251$7.6m0——
Q3 20251$44.4k0——
Q4 20252$2.4m0——
Q1 20262$156.7k0——
Q2 20261$2.0m0——
Q3 20262$2.4m0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-15 McMullen William Wallace +1 Director Bought 22,124 $11.25 $248.9k22.1k shares new
2026-09-15 McMullen William Wallace +1 Director Bought 12,390 $11.30 $140.0k12.4k shares +<1%
2026-09-14 WARD TOM L. Officer, director · Held by Tom L. Ward 1992 Revocable Living Trust Bought 172,413 $11.60 $2.0m172.4k shares +1%
2026-04-13 WARD TOM L. Officer, director · Held by Tom L. Ward 1992 Revocable Living Trust Bought 76,628 $13.05 $1,000.0k76.6k shares +1%
2026-04-13 WARD TOM L. Officer, director · Held by WCT Resources LLC Bought 76,628 $13.05 $1,000.0k76.6k shares new
2026-04-08 IKAV General Partner S.a r.l. +1 10% owner · See Footnotes Sold 5,557,679 $12.81 $71.2m5.6m shares -57%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 KAYNE ANDERSON CAPITAL ADVISORS LP 3.85% of their portfolio LOS ANGELES, CA 15,517,71315.5m $196.1m $196.1m 3.85% Reduced -3.4m -3,442,321
2 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 2,457,1442.5m $31.1m $31.1m 0.01% Added +97.4k +97,394
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,944,4851.9m $24.6m $24.6m 0.00% Added +762.2k +762,157
4 CIBC Bancorp USA Inc. 0.01% of their portfolio CHICAGO, IL 572,842572.8k $7.2m $7.2m 0.01% Added +147.2k +147,221
5 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 494,251494.3k $6.2m $6.2m 0.00% Reduced -3.5k -3,468
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 456,448456.4k $5.8m $5.8m 0.00% Reduced -4.9k -4,931
7 ROYCE & ASSOCIATES LP 0.05% of their portfolio New York, NY 448,606448.6k $5.7m $5.7m 0.05% New
8 PEAK6 LLC 0.10% of their portfolio AUSTIN, TX 316,243316.2k $4.0m $4.0m 0.10% New
9 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 279,260279.3k $3.5m $3.5m 0.00% Added +96.4k +96,395
10 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 263,080263.1k $3.3m $3.3m 0.01% Added +169.2k +169,230
11 PIN OAK INVESTMENT ADVISORS INC 2.18% of their portfolio HOUSTON, TX 242,399242.4k $3.1m $3.1m 2.18% Added +2.3k +2,342
12 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 241,961242.0k $3.1m $3.1m 0.01% Reduced -22.6k -22,565
13 Chicago Partners Investment Group LLC 0.06% of their portfolio CHICAGO, IL 236,304236.3k $3.2m $3.2m 0.06% Reduced -11.0k -10,951
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 227,618227.6k $2.9m $2.9m 0.00% Added +34.3k +34,331
15 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 192,119192.1k $2.4m $2.4m 0.00% Added +125.4k +125,371
16 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 171,505171.5k $2.2m $2.2m 0.00% Added +31.8k +31,762
17 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 167,593167.6k $2.1m $2.1m 0.00% Added +4.1k +4,117
18 Strategic Financial Concepts, LLC 0.56% of their portfolio SAN ANTONIO, TX 148,618148.6k $1.9m $1.9m 0.56% Added +45.9k +45,870
19 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 136,729136.7k $1.7m $1.7m 0.00% Added +74.3k +74,300
20 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 131,906131.9k $1.7m $1.7m 0.01% New
21 HUSSMAN STRATEGIC ADVISORS, INC. 0.31% of their portfolio ELLICOTT CITY, MD 105,000105.0k $1.3m $1.3m 0.31% New
22 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 100,000100.0k $1.3m $1.3m 0.02% Added +50.0k +50,000
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 100,000100.0k $1.3m $1.3m 0.00% Added +50.0k +50,000
24 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 91,44691.4k $1.2m $1.2m 0.00% Added +4.5k +4,547
25 Bramshill Investments, LLC 0.08% of their portfolio NAPLES, FL 87,08587.1k $1.1m $1.1m 0.08% Added +37.0k +36,954
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 77,90477.9k $984.7k $984.7k 0.00% Reduced -969.2k -969,226
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 66,09066.1k $835.4k $835.4k 0.00% Added +33.1k +33,121
28 GSA CAPITAL PARTNERS LLP 0.05% of their portfolio LONDON, X0 63,64563.6k $804.0k $804.0k 0.05% Reduced -59.9k -59,934
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 61,47861.5k $777.1k $777.1k 0.00% Added +14.0k +14,041
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 41,50041.5k $525.0k $525.0k 0.00% Added +27.6k +27,618
31 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 41,11241.1k $519.7k $519.7k 0.00% Added +20.0k +19,997
32 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 34,37134.4k $434.5k $434.5k 0.00% Reduced -1.8k -1,845
33 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 30,00030.0k $379.2k $379.2k 0.00% Added +18.0k +18,000
34 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 29,16729.2k $369.0k $369.0k 0.01% Added +913 +913
35 NOVEM GROUP 0.03% of their portfolio Rochester, NY 24,00024.0k $303.4k $303.4k 0.03% Added +2.0k +2,000
36 GRANVILLE CAPITAL, INC. 0.13% of their portfolio GREENSBORO, NC 23,84623.8k $301.4k $301.4k 0.13% New
37 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 23,51223.5k $297.0k $297.0k 0.00% Reduced -89.1k -89,104
38 Boston Partners 0.00% of their portfolio BOSTON, MA 21,34421.3k $269.8k $269.8k 0.00% New
39 SIMPLEX TRADING, LLC 0.01% of their portfolio CHICAGO, IL 20,66520.7k $261.2k $261.2k 0.01% New
40 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 20,00020.0k $252.8k $252.8k 0.01% New
41 Verdence Capital Advisors LLC 0.01% of their portfolio HUNT VALLEY, MD 17,12517.1k $216.5k $216.5k 0.01% Added +150 +150
42 Arrow Investment Advisors, LLC 0.20% of their portfolio LAUREL, MD 16,73016.7k $211.5k $211.5k 0.20% Added +840 +840
43 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 16,66716.7k $210.7k $210.7k 0.00% New
44 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 15,77415.8k $199.4k $199.4k 0.00% New
45 VIRTUS ADVISERS, LLC 0.07% of their portfolio HARTFORD, CT 13,80013.8k $174.4k $174.4k 0.07% New
46 IMC-Chicago, LLC 0.00% of their portfolio CHICAGO, IL 13,00913.0k $164.4k $164.4k 0.00% New
47 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 12,91312.9k $163.2k $163.2k 0.00% Reduced -7.4k -7,422
48 DRW Securities, LLC 0.01% of their portfolio CHICAGO, IL 10,87110.9k $137.4k $137.4k 0.01% New
49 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 10,68610.7k $135.1k $135.1k 0.00% Added +2.1k +2,091
50 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 10,00010.0k $126.4k $126.4k 0.00% Unchanged
51 Cannell & Spears LLC 0.00% of their portfolio NEW YORK, NY 10,00010.0k $126.4k $126.4k 0.00% New
52 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 4,9925.0k $63.1k $63.1k 0.00% Unchanged
53 Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.04% of their portfolio TOWSON, MD 4,7184.7k $59.6k $59.6k 0.04% Added +900 +900
54 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,6913.7k $46.7k $46.7k 0.00% Added +200 +200
55 Hilton Head Capital Partners, LLC 0.02% of their portfolio HILTON HEAD ISLAND, SC 3,0933.1k $39.1k $39.1k 0.02% Added +140 +140
56 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 2,7852.8k $35.2k $35.2k 0.00% New
57 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,0002.0k $25.3k $25.3k 0.00% Unchanged
58 Osbon Capital Management LLC 0.01% of their portfolio BOSTON, MA 1,0681.1k $13.5k $13.5k 0.01% New
59 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,0001.0k $12.6k $12.6k 0.00% Unchanged
60 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 700700 $8.8k $8.8k 0.00% Not comparable
61 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 580580 $7.3k $7.3k 0.00% Reduced -1.7k -1,664
62 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 487487 $6.2k $6.2k 0.00% Unchanged
63 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 418418 $5.3k $5.3k 0.00% Added +19 +19
64 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 400400 $5.1k $5.1k 0.00% Unchanged
65 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 342342 $4.3k $4.3k 0.00% Added +15 +15
66 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 200200 $2.5k $2.5k 0.00% Unchanged
67 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 100100 $1.3k $1.3k 0.00% Unchanged