Welcome to our dedicated page for Infinity Natural Resources SEC filings (Ticker: INR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Infinity Natural Resources, Inc. filings document an independent Appalachian Basin energy company with Class A common stock listed on the New York Stock Exchange. Its SEC record covers operating and financial results, oil, natural gas and NGL reserve information, commodity derivative disclosures, and acquisition-related reports for upstream and midstream assets in the Ohio Utica Shale.
The company’s filings also detail capital structure and governance matters, including senior notes due 2031 issued by Infinity Natural Resources, LLC, revolving credit facility disclosures, Class A and Class B common stock, Series A Convertible Preferred Stock, director elections, executive compensation and board appointments. Form 8-K reports and proxy materials provide formal records of material agreements, shareholder voting matters, risk factors and emerging growth company disclosures.
INFINITY NATURAL RESOURCES, INC. reported initial insider holdings for affiliated investment entities. Etineles Holdings V, LLC is the record holder of both preferred and common equity positions and is treated as a ten percent owner and director-level holder.
On February 23, 2026, Etineles Holdings V, LLC acquired 75,000 shares of Series A Convertible Preferred Stock at $1,000 per share. Under the stated conversion formula, this preferred stake is currently convertible into 3,506,311 shares of Class A Common Stock. Etineles Holdings V, LLC also holds 1,734 shares of Class A Common Stock that were acquired on November 12, 2025.
The filing explains a control chain in which Carnelian Energy Capital entities ultimately control CEC Selenite III Holdings, LLC, the sole member of Etineles Holdings V, LLC. All listed entities and individuals may be deemed to share beneficial ownership but expressly disclaim beneficial ownership except to the extent of their pecuniary interest.
Infinity Natural Resources, Inc. received a $75,000,000 investment through the sale of 75,000 shares of Series A Convertible Preferred Stock at $1,000 per share to Etineles Holdings V, LLC, backed by Carnelian Energy Capital. The preferred stock is initially convertible into 3,506,311 Class A common shares at $21.39 per share, and Etineles also holds 1,734 existing Class A shares, for total beneficial ownership of 3,508,045 shares, or 16.19% of the Class A common stock under SEC rules. The preferred carries an 8% annual dividend stepping to 12% after five years, senior rights over common on dividends and liquidation, board designation rights, registration rights, standstill and lock-up provisions, and issuer redemption and forced-conversion features tied to stock price and return thresholds.
Infinity Natural Resources, Inc. completed a $1.2 billion acquisition of upstream and midstream Ohio Utica assets from Antero entities, increasing its interest in the assets to 60% through amendments with co‑buyer Northern Oil and Gas.
The company funded the deal using a $350 million strategic equity investment via 350,000 shares of Series A Convertible Preferred Stock sold to Quantum Capital Group and Carnelian, together with its credit facility and cash on hand. The preferred carries an 8% dividend for five years, rising to 12% thereafter, is convertible into Class A common stock at $21.39 per share (subject to caps and approvals), and has robust liquidation, redemption and consent rights.
Infinity also amended its credit agreement, raising both the elected commitments and borrowing base from $375,000,000 to $875,000,000 and removing the SOFR credit spread adjustment. Governance changes include Carnelian’s right to appoint one director, the appointment of Matthew Kelly to the board, and the resignations of directors Brian Seline and Sarah James. The preferred issuance was completed as an unregistered private offering under Section 4(a)(2) and Rule 506 of Regulation D.
Encompass Capital Advisors LLC and Todd J. Kantor report that they no longer beneficially own any Infinity Natural Resources, Inc. Class A common stock. Both list zero shares with zero voting or dispositive power and state ownership of 0.0% of the Class A common stock as of December 31, 2025.
They also certify that any securities previously held were not acquired or held to change or influence control of Infinity Natural Resources, Inc., and confirm this ownership status through a joint reporting agreement dated February 17, 2026.
Infinity Natural Resources, Inc. (INR) received an amended Schedule 13G showing that Webs Creek Capital Management LP, Webs Creek GenPar LLC, and Stephen Thomas collectively report beneficial ownership of 314,509 shares of Class A common stock, representing 2.0% of the class.
The shares are held in various client accounts managed by Webs Creek Capital Management LP, with Webs Creek GenPar LLC as its general partner and Stephen Thomas as GenPar’s sole manager, so each may be deemed an indirect beneficial owner. All 314,509 shares carry shared voting and dispositive power, with no sole power reported.
The ownership percentage is calculated using 15,629,653 Class A shares outstanding as of November 5, 2025, as disclosed in the company’s Form 10-Q. The reporting parties certify the position is held in the ordinary course of business and not for the purpose of influencing control of the issuer.
Infinity Natural Resources, Inc. officer Raleigh Wolfe reported equity compensation activity. On February 3, 2026, 62,500 restricted stock units vested and were settled into the same number of Class A common shares at an exercise price of $0.
To cover taxes on this RSU vesting, 15,968 Class A shares were withheld at $16.52 per share, coded as a tax payment (transaction code F). After these transactions, Wolfe directly owned 46,532 Class A common shares.
CIBC Private Wealth Group LLC has filed an amended Schedule 13G reporting its beneficial ownership in Infinity Natural Resources, Inc. common Class A shares. CIBC reports beneficial ownership of 715,562 shares, representing 4.58% of the class as of the triggering event on 11/05/2025.
The firm states it has sole power to vote and dispose of these 715,562 shares and no shared voting or dispositive power. It also confirms the holdings are under 5% of the class and certifies the position is held in the ordinary course of business, not to influence control of the company.
Infinity Natural Resources, Inc. received an amended Schedule 13G from Franklin Resources, Inc. reporting a significant passive institutional stake in its Class A common stock. Franklin Resources reports beneficial ownership of 1,299,091 shares, representing 8.3% of the class as of the event date.
The shares are held through investment management subsidiaries, primarily Franklin Advisers, Inc., which has sole voting and dispositive power over 1,272,281 shares, or 8.1% of the class. A key client, Franklin Small Cap Growth Fund, has an interest in 829,420 shares, equal to 5.3% of the class.
Franklin Resources and principal shareholders Charles B. Johnson and Rupert H. Johnson, Jr. state that the securities are held in the ordinary course of business, not to change or influence control of Infinity Natural Resources, and they disclaim pecuniary interest and beneficial ownership beyond what is required for reporting.
Chase Oil Corporation has filed a Schedule 13G showing a significant ownership stake in Infinity Natural Resources, Inc.. Chase Oil reports beneficial ownership of 2,055,709 shares of the company’s Class A common stock, representing 11.3% of the class.
Chase Oil states it has sole voting and sole dispositive power over all of these shares, with no shared voting or dispositive power. The ownership percentage is based on 18,146,847 Class A shares outstanding, as derived from the issuer’s recent SEC filings.
Infinity Natural Resources, Inc. (INR) received an initial ownership filing showing that CHASE OIL CORP is a significant shareholder. On January 20, 2026, CHASE OIL CORP filed a Form 3 as a 10% owner, reporting beneficial ownership of 2,055,709 shares of the company’s Class A common stock, held directly. The filing lists no derivative securities, indicating only common stock holdings are reported at this time.