INFINITY NATURAL RESOURCES, INC. SEC Filings

CIBC Private Wealth Group LLC filed a Schedule 13G reporting beneficial ownership of 965,562 shares of Infinity Natural Resources, Inc. Common Class A, representing 6.34% of the class as of 11/05/2025. The firm reports sole voting and sole dispositive power over all 965,562 shares, with no shared power.

The filing is certified as securities acquired and held in the ordinary course of business and not for the purpose of changing or influencing control. CIBC National Trust Company is identified as a related subsidiary.

Infinity Natural Resources, Inc. (INR) Form 4 shows that Arnold Zack David, serving as President, Chief Executive Officer and a director, acquired 5,500 shares of Class A common stock on 08/22/2025 at a weighted average price of $13.884 per share. The shares were purchased in multiple transactions at prices ranging from $13.86 to $14.12 and are held indirectly by an IRA, resulting in beneficial ownership of 5,500 Class A shares after the transaction.

The filing was signed by an attorney-in-fact on 08/25/2025 and includes an undertaking by the reporting person to provide transaction-level price details on request.

Steven D. Gray, a director of Infinity Natural Resources, Inc. (INR), reported a series of purchases of Class A common stock executed on August 20–22, 2025. The Form 4 shows three purchase transactions: 12,902 shares on 08/20/2025 at a weighted average price of $13.645, 20,252 shares on 08/21/2025 at $13.749, and 16,846 shares on 08/22/2025 at $13.955, bringing the total reported beneficial ownership to 50,000 Class A shares held indirectly through SD Gray Family Partnership LP. The filing also reports a disposition of 15,000 Class A shares (no date provided on the line). The reporting person disclaims direct beneficial ownership beyond any pecuniary interest and states he exercises control over the family partnership that holds the shares.

INFINITY NATURAL RESOURCES director David P. Poole reported buying 7,500 shares of Class A Common Stock in an open-market purchase. The shares were acquired at a price of $13.51 per share and are held indirectly through an IRA. Following this transaction, Poole also reported direct ownership of 12,500 Class A Common shares.

Jain Global LLC, Jain Holdings LLC and Robert Jain jointly filed a Schedule 13G/A reporting beneficial ownership of 450,373 shares of Infinity Natural Resources, Inc. Class A common stock, representing 3.0% of the class based on 15,237,500 shares outstanding as of May 9, 2025. The reported position reflects shared voting and shared dispositive power for all 450,373 shares and no sole voting or dispositive power. The filing states Jain Global is the investment manager for Jain Global Master Fund Ltd, Jain Holdings is the sole member of Jain Global, and Robert Jain is CEO and CIO of Jain Global. Signatures were provided via authorized signatory and a power of attorney, with the certification that the securities were not acquired to change or influence control of the issuer.

Infinity Natural Resources, Inc. disclosed institutional holdings in its Class A common stock. American Century Capital Portfolios reports 790,102 shares (5.2%). American Century Investment Management, American Century Companies and Stowers Institute report 1,211,051 shares (8.0%), with ACIM showing 1,172,856 shares of sole voting power and 1,211,051 shares of sole dispositive power. The filing includes an Item 10 certification that the securities are held in the ordinary course of business and not to influence control, and an exhibit consenting to a joint filing.

Infinity Natural Resources reported total revenues of $74.5 million for the quarter ended June 30, 2025, including $72.5 million of oil, natural gas and NGL sales, and recorded a quarterly net income of $71.95 million. That quarter benefited from a $52.1 million gain on derivative instruments; net income attributable to Infinity Natural Resources, Inc. was $17.99 million, or $1.18 per Class A share. For the six months, revenue totaled $159.6 million and the consolidated result was a $56.4 million net loss, with a net loss attributable to the public company of $16.58 million ($(1.09) per share).

During the period the company completed an IPO of 15,237,500 Class A shares at $20.00 per share, generating approximately $286.5 million of net proceeds that were contributed to INR Holdings and used to repay revolving credit borrowings. Total assets rose to $1,023.6 million while total liabilities were $167.3 million. The company reports a $350.0 million borrowing base under its credit facility with $34.3 million outstanding and $315.7 million unused capacity. Operating cash flow for the six months was $144.6 million, while investing used $194.5 million, including capital additions to oil and gas properties.

Infinity Natural Resources, Inc. announced that it has made available materials reporting its financial and operating results for the quarter ended June 30, 2025. The company furnished a press release as Exhibit 99.1 and posted an investor presentation to its investor relations website at ir.infinitynaturalresources.com.

The filing states these materials are furnished, not filed, and therefore are not subject to the liabilities of Section 18 of the Exchange Act or automatically incorporated by reference into other filings. No financial metrics or operating figures are included in this Current Report itself.