Amplify Energy: Major Holder Adds 150K Shares, Switches to 13D

Rhea-AI Filing Summary

Schedule 13D/A Amendment No. 3 highlights an additional open-market purchase of Amplify Energy Corp. (NYSE: AMPY) common stock by the reporting group led by Stoney Lonesome HF LP.

• New acquisition: Stoney Lonesome HF LP bought 150,000 shares on 20 Jun 2025 at an average price of $3.67.
• Updated beneficial ownership: • Stoney Lonesome HF LP – 3,154,347 shares (7.8 % of outstanding)
  • The Drake Helix Holdings LLC – 83,000 shares (0.2 %)
  • Clint Coghill – 2,410 shares (<0.1 %)
• No other transactions have occurred since the prior amendment dated 6 Jun 2025.
• The filing converts the group’s earlier Schedule 13G to Schedule 13D status, signalling an intent to remain an active investor.

The increase brings the reporting persons’ aggregate disclosed holdings to approximately 3.24 million shares, or just under 8 % of Amplify Energy’s common equity, making Stoney Lonesome HF LP one of the company’s larger outside shareholders. No board nominations, proposals, or activist intentions are disclosed in this amendment; only the share purchase and updated ownership table are provided.

Positive

• Stake increase: Stoney Lonesome HF LP acquired 150,000 additional shares, raising its ownership to 7.8 % and demonstrating continued confidence in AMPY.
• Form switch to 13D: Moving from passive 13G to 13D gives the holder flexibility for strategic engagement, potentially beneficial for governance.

Negative

• None.

Insights

Securities Analyst

TL;DR: Stake raised to 7.8 %, signals confidence; no activist plans revealed.

Stoney Lonesome HF LP’s 150 k-share purchase lifts its ownership to 7.8 %, just shy of the 10 % threshold that triggers additional short-swing profit constraints. The <$4 purchase price implies a cash outlay of roughly $551k, modest relative to Amplify’s $300 m market cap but noteworthy given the concentrated position. Filing a 13D (rather than continuing on 13G) suggests the holders want flexibility to engage strategically if needed, although no specific agenda is declared. For investors, a near-8 % holder adds potential alignment and market support for the stock, but the absence of stated proposals means the immediate impact is limited to signaling.

Corporate Governance Expert

TL;DR: Shift from 13G to 13D grants activist latitude, yet disclosure stays passive.

The conversion to a Schedule 13D filing removes the passive-investor constraints of 13G. While the group does not announce any governance demands, owning almost 8 % gives it leverage to influence future corporate actions, especially in a small-cap E&P such as Amplify. No concert party is declared beyond the three entities listed, and voting/dispositive power remains sole, limiting complexity. Investors should watch subsequent amendments for potential activist language or cooperation with other shareholders.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 3)

Amplify Energy Corp.

(Name of Issuer)

Common Stock, $0.01 par value per share

(Title of Class of Securities)

03212B103

(CUSIP Number)

Andrew Raby
Faegre Drinker Biddle & Reath LLP, 320 South Canal Street, Suite 3300
Chicago, IL, 60606
(312) 569 1171

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

06/20/2025

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

SCHEDULE 13D

CUSIP No. 03212B103

1

Name of reporting person

Stoney Lonesome HF LP

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

WC

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 3,154,347.00
8	Shared Voting Power 0.00
9	Sole Dispositive Power 3,154,347.00
10	Shared Dispositive Power 0.00

11

Aggregate amount beneficially owned by each reporting person

3,154,347.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

7.8 %

14

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13D

CUSIP No. 03212B103

1

Name of reporting person

The Drake Helix Holdings, LLC

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

WC

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

WYOMING

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 83,000.00
8	Shared Voting Power 0.00
9	Sole Dispositive Power 83,000.00
10	Shared Dispositive Power 0.00

11

Aggregate amount beneficially owned by each reporting person

83,000.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

.2 %

14

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13D

CUSIP No. 03212B103

1

Name of reporting person

Clint Coghill

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

PF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

ILLINOIS

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 2,410.00
8	Shared Voting Power 0.00
9	Sole Dispositive Power 2,410.00
10	Shared Dispositive Power 0.00

11

Aggregate amount beneficially owned by each reporting person

2,410.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

0 %

14

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Common Stock, $0.01 par value per share
(b)	Name of Issuer: Amplify Energy Corp.
(c)	Address of Issuer's Principal Executive Offices: 500 DALLAS STREET, SUITE 1700, HOUSTON, TEXAS , 77002.
Item 1 Comment: This Amendment No. 3 ("Amendment No. 3") amends the Schedule 13D originally filed with the Securities and Exchange Commission on April 14, 2025 (the "Schedule 13D") as such Schedule 13D was previously amended on May 16, 2025 ("Amendment No. 1) and June 6, 2025 ("Amendment No. 2) with respect to shares of common stock (the "Common Stock") of Amplify Energy Corp. (the "Issuer" or "Registrant"). The persons filing this Amendment No. 3, the Schedule 13D, Amendment No. 1 and Amendment No. 2 had previously filed a statement on Schedule 13G. The address of the principal executive offices of the Issuer is 500 DALLAS STREET, SUITE 1700, HOUSTON, TX, 77002; its telephone number is 713-588-8369.
Item 5.	Interest in Securities of the Issuer
(a)	Item 5 of the Schedule 13D is hereby amended and restated as follows: For information regarding beneficial ownership, see the information presented on the cover page of this Schedule 13D;
(b)	For information regarding voting power, see the information presented on the cover page of this Schedule 13D;
(c)	Stoney Lonesome HF LP purchased 150,000 shares of the Common Stock on June 20, 2025, at an average purchase price of $3.67 per share. The purchase was completed through open market transactions. No Reporting Person has made any other transactions in the Common Stock since the filing of Amendment No. 2 on June 6, 2025.
(d)	Not applicable.
(e)	Not applicable.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Stoney Lonesome HF LP

Signature:	/s/Clint Coghill
Name/Title:	Clint Coghill/President of General Partner
Date:	06/24/2025

The Drake Helix Holdings, LLC

Signature:	/s/Clint Coghill
Name/Title:	Clint Coghill/President
Date:	06/24/2025

Clint Coghill

Signature:	/s/Clint Coghill
Name/Title:	Clint Coghill
Date:	06/24/2025

FAQ

How many Amplify Energy (AMPY) shares does Stoney Lonesome HF LP now own?

3,154,347 shares, representing 7.8 % of the outstanding common stock.

What was the purchase price of the latest AMPY share acquisition?

The 150,000 shares were bought at an average price of $3.67 on 20 Jun 2025.

Why did the reporting group file a Schedule 13D instead of 13G?

The amendment converts prior 13G filings to Schedule 13D, granting the investors the option to take a more active role.

What is the combined ownership percentage disclosed in this filing?

The three reporting persons collectively disclose ownership of approximately 8 % of Amplify Energy’s common stock.

Were any activist intentions or board changes announced?

No. The filing only reports the share purchase and updated ownership; no proposals or activist plans are disclosed.