PRESIDIO PRODUCTION Co SEC Filings

Presidio Production Company updated its resale registration and recent results. The prospectus supplement covers the potential issuance of up to 11,887,469 shares of Class A common stock upon exercise of Presidio warrants and the resale, from time to time, of up to 29,757,255 shares of Class A common stock and 133,332 warrants by selling securityholders. Presidio will not receive proceeds from these resales, but may receive cash if warrants are exercised, including at $11.50 per share for Public and Private Placement Warrants and $0.01 per share for Series A Preferred Investor Warrants. There were approximately 29,652,058 Class A shares outstanding as of early August 2026, so the registered resale amount is large relative to current float and may affect trading volatility and price. The attached Form 10‑Q shows total assets of $847.7 million, long‑term debt of $343.1 million including current portion, and stockholders’ equity of $177.0 million, with second‑quarter 2026 net income attributable to Presidio of $14.4 million and basic and diluted EPS of $0.34 on Class A shares.

Presidio Production Company filed a prospectus supplement covering the resale of up to 1,962,240 shares of Class A common stock by selling stockholders. These shares were issued as part of the Canyon Creek oil and gas asset acquisition, and Presidio will not receive proceeds from any resale.

The supplement appends Presidio’s Form 10‑Q for the quarter ended June 30, 2026. For the successor three‑month period, Presidio reported $54.0 million in total revenues and net income attributable to the company of $14.4 million, or $0.34 per basic and diluted Class A share. Total assets were $847.7 million, including $673.98 million of net oil and natural gas properties, and total liabilities were $533.9 million.

Presidio operates an Up‑C structure following a SPAC business combination and the EQVR acquisition. As of June 30, 2026, it held a 94.3% interest in its operating LLC, with non‑controlling interests owning the remainder. Class A common stock trades on the NYSE under the symbol FTW, closing at $11.39 per share on August 11, 2026.

Presidio Production Company, an independent oil and natural gas producer focused on the Western Anadarko Basin, reports Q2 2026 revenues of $54.0 million and net income of $15.5 million, of which $14.4 million is attributable to Presidio. Basic and diluted earnings per Class A share were $0.34. For the six months ended June 30, 2026 (combining Successor and Predecessor periods), Presidio reports a net loss attributable to the company of $11.0 million, or $(0.61) per share.

Total assets increased to $847.7 million, including $674.0 million in net oil and natural gas properties, funded in part by the Business Combination with Presidio Investment Holdings LLC and the EQVR Acquisition, which together involved consideration of about $231.9 million. The capital structure now includes $343.1 million of total debt (current and long term) and $136.8 million of redeemable preferred stock. Operating cash flow for the Successor period from March 4 to June 30, 2026 was $(97.9 million), driven largely by $92.8 million of cash paid to modify commodity derivative contracts, while investing cash outflows reflected a $145.5 million acquisition. Presidio maintains a substantial hedge book with net derivative assets and is subject to ongoing hedging requirements under its ABS III securitization and bank credit facility.

Presidio Production Company has filed a shelf prospectus covering the resale by selling stockholders of up to 1,962,240 shares of Class A common stock. These shares were issued as part of the Canyon Creek Acquisition, where Presidio bought Oklahoma oil and gas interests for approximately $53.1 million in cash plus the stock consideration.

The company operates about 2,158 proved developed producing wells across the Western Anadarko and Arkoma basins, with net production around 22.2, 19.4 and 21.1 MBoe/d for recent periods. Presidio uses an Up‑C structure and is both an emerging growth company and a smaller reporting company, benefiting from reduced reporting requirements.

Recent financing steps include a $1.0 billion senior secured warehouse facility (with an initial $55.0 million draw) and issuance of $350.0 million of ABS III Notes, partly to refinance prior ABS II Notes. Presidio highlights significant commodity‑price, leverage, reserve‑replacement and geographic‑concentration risks. The company will not receive any proceeds from sales under this resale registration.

Presidio Production Company filed Amendment No. 1 to its Form S-1 registration statement, primarily to add new consent exhibits from Cawley, Gillespie & Associates, Inc. as independent petroleum engineers, while leaving the existing prospectus and key disclosure items unchanged.

The company details prior unregistered securities issuances over the past three years, including Class A common stock issued as partial consideration for the Canyon Creek oil and gas acquisition in Oklahoma, PIPE financing of 8,750,000 Class A shares at $10.00 per share for $87,500,000, and Series A and Series B preferred stock and related warrants issued in connection with a Business Combination.

Presidio Production Company registers up to 29,757,255 shares of Class A Common Stock, up to 11,887,469 shares of Class A Common Stock issuable upon the exercise of warrants and up to 133,332 warrants.

This Prospectus Supplement updates the S-1 prospectus and prior supplements to permit resale by selling securityholders of shares and warrants issued in connection with Presidio’s business combination and PIPE financing. The supplement discloses the Company completed acquisitions of oil and gas properties (paid $52.5 million cash and issued 1,930,156 shares as consideration) and entered a $1.0 billion senior secured loan facility with $55.0 million drawn on closing. The Company will not receive proceeds from resale by the selling securityholders but may receive cash if warrants are exercised ($11.50 exercise price for Presidio Warrants; $0.01 for Series A Preferred Investor Warrants). The Prospectus Supplement includes trading reference prices: Class A Common Stock closed at $12.03 and Public Warrants at $1.35 on July 7, 2026.

Presidio Production Company completed the acquisition of oil and gas assets in Oklahoma from Canyon Creek and affiliated sellers, paying about $52.5 million in cash plus stock. The acquired properties include leases and related interests in crude oil, natural gas and liquids.

To finance this deal and future purchases, Presidio put in place a senior secured ABS Warehouse Facility with total commitments of up to $1.0 billion, drawing $55.0 million at closing and keeping $945.0 million available as delayed draw loans for additional acquisitions. The company also issued unregistered Class A shares to sellers and granted them registration rights for future resale.

In a related press release, Presidio said it expects the transaction to support an increase in its anticipated annualized dividend rate from $1.35 to $1.50 per share, subject to board approval, and highlighted an extensive hedging program for oil, natural gas and NGL volumes through 2029.

Presidio Production Company furnished an updated investor presentation outlining its income-focused oil and gas strategy, pending Canyon Creek acquisition, capital structure and AI deployment plans. The company targets a $1.35 annualized dividend per share$1.50 following the Canyon Creek close, implying a 10.9% dividend yield$12.40 share price. Current net production is 22 Mboe/d from a 100% PDP, low-decline asset base in the Anadarko Basin. Presidio reports an $828MM enterprise value and highlights a $15Bn near-term actionable acquisition pipeline, supported by a $350MM investment-grade ABS refinancing and a planned $1.0Bn Goldman Sachs ABS warehouse facility. The presentation emphasizes an AI-driven operating model via FTW Technologies, targeting 3–5% production growth without new drilling and estimating about $2.5MM of annual value for each 1% production uplift at $30/BOE.