Large INR (NYSE: INR) shareholder details $21.39 convertible and common stake

Rhea-AI Filing Summary

INFINITY NATURAL RESOURCES, INC. reported the initial holdings of a major shareholder group. On February 23, 2026, INR (II) Investments, LLC completed its acquisition of 275,000 shares of Series A Convertible Preferred Stock, which are convertible into 275,000 shares of Class A Common Stock at $21.39 per share, subject to customary adjustments. As of this Form 3, INR (II) Investments, LLC directly holds these preferred shares, and also has indirect ownership of 12,856,475 shares of Class A Common Stock. Quantum Capital Solutions II GP, LLC is the manager of INR (II) Investments, LLC and may be deemed to share voting and dispositive power, while S. Wil VanLoh, Jr. may be deemed to share voting and dispositive power over securities held by QCS II GP; both QCS II GP and Mr. VanLoh disclaim beneficial ownership beyond their respective pecuniary interests.

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

INR (II) Investments, LLC

(Last) (First) (Middle)

800 CAPITOL STREET, SUITE 3600

(Street)

HOUSTON TEXAS 77002

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
02/23/2026

3. Issuer Name and Ticker or Trading Symbol
INFINITY NATURAL RESOURCES, INC. [ INR ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

6. Individual or Joint/Group Filing (Check Applicable Line)

	Form filed by One Reporting Person
X	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Class A Common Stock	12,856,475	I	See footnote(1)(2)(3)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Series A Convertible Preferred Stock	(1)(2)(3)	(1)(2)(3)	Class A Common Stock	275,000	$21.39	D(1)(2)(3)

1. Name and Address of Reporting Person^*

INR (II) Investments, LLC

(Last) (First) (Middle)

800 CAPITOL STREET, SUITE 3600

(Street)

HOUSTON TEXAS 77002

(City) (State) (Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Quantum Capital Solutions II GP, LLC

(Last) (First) (Middle)

800 CAPITOL STREET, SUITE 3600

(Street)

HOUSTON TEXAS 77002

(City) (State) (Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

VANLOH S WIL JR

(Last) (First) (Middle)

800 CAPITOL STREET, SUITE 3600

(Street)

HOUSTON TEXAS 77002

(City) (State) (Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

Explanation of Responses:

1. On February 23, 2026, INR (II) Investments, LLC completed its acquisition of 275,000 shares of Series A Convertible Preferred Stock of the Issuer. Shares of the Series A Preferred Stock are convertible into shares of Class A Common Stock of the Issuer at a conversion price equal to $21.39 per share subject to certain customary adjustments.

2. As of the date of this Form 3, INR (II) Investments, LLC directly holds the 275,000 shares of Series A Convertible Preferred Stock reported hereby. Quantum Capital Solutions II GP, LLC ("QCS II GP") is the manager of INR (II) Investments, LLC and therefore may be deemed to share voting and dispositive power over the securities held by INR (II) Investments, LLC and may also be deemed to be the beneficial owner of such securities. Any decision taken by QCS II GP to vote, or to direct to vote, and to dispose, or to direct the disposition of, the securities held by INR (II) Investments, LLC must be approved by a majority of the members of QCS II GP's investment committee and such majority must include S. Wil VanLoh, Jr. Therefore, Mr. VanLoh may be deemed to share voting and dispositive power over the securities held by QCS II GP and may also be deemed to be the beneficial owner of such securities.

3. (Continued from footnote 2) Each of QCS II GP and Mr. VanLoh disclaim beneficial ownership of the securities reported herein in excess of their respective pecuniary interests in such securities.

	/s/ Rob Anderson, Authorized Person of INR (II) Investments, LLC	03/18/2026
	/s/ Roman Bejger, Authorized Person of Quantum Capital Solutions II GP, LLC	03/18/2026
	/s/ S. Wil VanLoh, Jr.	03/18/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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* Form 3: SEC 1473 (03-26)

FAQ

What insider position is reported for INFINITY NATURAL RESOURCES (INR) on this Form 3?

The Form 3 reports that INR (II) Investments, LLC, a ten percent owner, holds significant positions in INFINITY NATURAL RESOURCES. It discloses both preferred and common stock holdings, establishing this entity and related parties as major stakeholders in INR.

How many Series A Convertible Preferred shares does INR (II) Investments hold in INR?

INR (II) Investments, LLC holds 275,000 shares of Series A Convertible Preferred Stock. These shares are a derivative security that can be converted into Class A Common Stock under specified terms, giving substantial potential equity exposure in INFINITY NATURAL RESOURCES.

At what conversion price can the Series A Preferred be converted into INR Class A Common Stock?

The Series A Convertible Preferred Stock is convertible into Class A Common Stock at a conversion price of $21.39 per share, subject to customary adjustments. Each of the 275,000 preferred shares is currently linked to one underlying share of INR Class A Common Stock.

What indirect Class A Common Stock holdings are disclosed for INR (II) Investments related entities?

The filing shows 12,856,475 shares of INR Class A Common Stock held indirectly. This indirect ownership reflects shares attributed through related entities, highlighting the scale of common equity associated with INR (II) Investments and its affiliates.

How are Quantum Capital Solutions II GP, LLC and S. Wil VanLoh, Jr. related to INR (II) Investments’ holdings in INR?

Quantum Capital Solutions II GP, LLC manages INR (II) Investments, LLC and may share voting and dispositive power over its INR securities. Decisions require approval from its investment committee including S. Wil VanLoh, Jr., who may also be deemed a beneficial owner, subject to pecuniary-interest limits.

Do Quantum Capital Solutions II GP, LLC and S. Wil VanLoh, Jr. fully own all reported INR securities?

No. Both QCS II GP and S. Wil VanLoh, Jr. expressly disclaim beneficial ownership of any INFINITY NATURAL RESOURCES securities reported beyond their respective pecuniary interests, limiting the extent of ownership they acknowledge economically.