Jain Global, Jain Holdings and Robert Jain Disclose 3.0% Stake in INR

Rhea-AI Filing Summary

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.

Positive

• Disclosure of 3.0% stake (450,373 shares) provides investors with clear ownership information
• Filing clarifies organizational relationships among the Fund, Jain Global, Jain Holdings, and Robert Jain
• Signatures and incorporated power of attorney and Exhibit 99.1 indicate procedural completeness

Negative

• No sole voting or dispositive power reported, indicating the holders do not control the shares
• Position size is below control thresholds and does not indicate an intention to influence issuer control

Insights

Financial Analyst

TL;DR: A disclosed 3.0% stake is a modest, non-controlling institutional position with shared voting and dispositive authority.

The Schedule 13G/A shows the reporting persons collectively hold 450,373 shares or 3.0% of Infinity Natural Resources' Class A stock based on the issuer's May 9, 2025 outstanding share count. The position is held through an investment fund managed by Jain Global; the filing clarifies shared voting and dispositive power and contains standard certifications. For investors, this represents a material disclosure of ownership above typical retail thresholds but below levels that indicate control or trigger Schedule 13D scrutiny. The filing's clarity on organizational relationships and the incorporated power of attorney reduces ambiguity about authority to sign.

Corporate Governance Expert

TL;DR: Governance impact is limited; disclosure meets regulatory requirements and shows no intent to influence control.

The joint Schedule 13G/A appropriately identifies the reporting persons, their Delaware organization, and the chain of control between the fund, the adviser, and the individual. The filing explicitly reports only shared voting and dispositive powers and includes a certification that the holdings were not acquired to influence control, consistent with passive investor treatment. The inclusion of a previously filed power of attorney and a joint filing agreement (Exhibit 99.1) evidences procedural completeness. From a governance perspective, the disclosed stake does not signal a change in control or activist intent.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

INFINITY NATURAL RESOURCES, INC.

(Name of Issuer)

Class A common stock, par value $0.01 per share (the "Shares")

(Title of Class of Securities)

456941103

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 456941103

1

Names of Reporting Persons

Jain Global LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 450,373.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 450,373.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

450,373.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.0 %

12

Type of Reporting Person (See Instructions)

IA, OO

Comment for Type of Reporting Person: The percentages reported in this Schedule 13G are based upon 15,237,500 Shares outstanding as of May 9, 2025 (according to the issuer's Form 10-Q as filed with the Securities and Exchange Commission on May 13, 2025).

SCHEDULE 13G

CUSIP No. 456941103

1

Names of Reporting Persons

Jain Holdings LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 450,373.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 450,373.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

450,373.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.0 %

12

Type of Reporting Person (See Instructions)

HC, OO

SCHEDULE 13G

CUSIP No. 456941103

1

Names of Reporting Persons

Robert Jain

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 450,373.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 450,373.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

450,373.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.0 %

12

Type of Reporting Person (See Instructions)

HC, IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: INFINITY NATURAL RESOURCES, INC.
(b)	Address of issuer's principal executive offices: 2605 CRANBERRY SQUARE, MORGANTOWN, WV, 26508
Item 2.
(a)	Name of person filing: This Schedule 13G is being jointly filed by Jain Global LLC ("Jain Global"), a registered investment adviser, Jain Holdings LLC ("Jain Holdings"), and Mr. Robert Jain (collectively with Jain Global and Jain Holdings, the "Reporting Persons") with respect to the Shares owned by Jain Global Master Fund Ltd (the "Fund"). Jain Global is the investment manager for the Fund. Jain Holdings is the sole member of Jain Global. Mr. Jain is the Chief Executive Officer and Chief Investment Officer of Jain Global, and owns a controlling interest in Jain Holdings. Each of the Reporting Persons disclaims any beneficial ownership of the securities covered by this report in excess of their actual pecuniary interest therein. This Schedule 13G shall not be construed as an admission by the Reporting Persons that they are the beneficial owners of any of the Shares covered by this Schedule 13G.
(b)	Address or principal business office or, if none, residence: The address of each of the Reporting Persons is 9 West 57th Street, 39th Floor, New York, New York 10019.
(c)	Citizenship: Each of Jain Global and Jain Holdings is organized as a limited liability company under the laws of the State of Delaware. Mr. Jain is a U.S. citizen.
(d)	Title of class of securities: Class A common stock, par value $0.01 per share (the "Shares")
(e)	CUSIP No.: 456941103
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 450,373
(b)	Percent of class: 3.0 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 450,373
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 450,373
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

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.

Jain Global LLC

Signature:	/s/ Noah Goldberg
Name/Title:	Noah Goldberg, Authorized Signatory
Date:	08/14/2025

Jain Holdings LLC

Signature:	/s/ Noah Goldberg
Name/Title:	Noah Goldberg, Authorized Signatory
Date:	08/14/2025

Robert Jain

Signature:	/s/ Noah Goldberg
Name/Title:	Noah Goldberg, attorney-in-fact*
Date:	08/14/2025

Comments accompanying signature: * Noah Goldberg is signing on behalf of Robert Jain as attorney-in-fact pursuant to a power of attorney previously filed with the Securities and Exchange Commission, and hereby incorporated by reference herein. The power of attorney was filed as an attachment to a filing by Jain Global LLC on Schedule 13G for Infinity Natural Resources, Inc. on February 2, 2025.

Exhibit Information

Exhibit 99.1 - joint filing agreement

FAQ

What stake in Infinity Natural Resources (INR) did Jain Global and affiliates report?

They reported beneficial ownership of 450,373 shares, representing 3.0% of Class A common stock based on 15,237,500 shares outstanding as of May 9, 2025.

Do the reporting persons have sole voting control over the reported shares?

No. The filing reports 0 sole voting power and 450,373 shared voting power for the reported shares.

Who are the reporting persons named in the Schedule 13G/A for INR?

The filing is jointly made by Jain Global LLC, Jain Holdings LLC, and Robert Jain.

Was the ownership reported as intended to influence control of the issuer?

No. The certification states the securities were not acquired and are not held for the purpose of changing or influencing control.

When was the Schedule 13G/A signed and who signed on behalf of the reporting persons?

Signatures are dated 08/14/2025; Noah Goldberg signed as Authorized Signatory for Jain Global and Jain Holdings and as attorney-in-fact for Robert Jain.