Welcome to our dedicated page for Mach Natural Resources SEC filings (Ticker: MNR), 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.
Mach Natural Resources LP filings document the public-company disclosures of a Delaware limited partnership with common units representing limited partner interests listed on the New York Stock Exchange. The records cover operating and financial results, reserve disclosures, Regulation FD updates, quarterly distribution announcements and the partnership’s emerging growth company reporting status.
Recent filings also address capital-structure matters, registration statement context, pro forma financial information for completed oil and gas acquisitions, and governance changes at the general partner, including board and committee membership matters. These disclosures connect MNR’s upstream asset base with its unit structure, reporting obligations and material-event history.
Mach Natural Resources LP entered into an equity distribution agreement with Morgan Stanley & Co. LLC allowing at-the-market sales of common units up to an aggregate offering price of $100,000,000. Units may be sold from time to time on the New York Stock Exchange or through other permitted methods, with the company controlling sale parameters such as quantity, timing and minimum price.
The agent will use commercially reasonable efforts to place the units and will receive a commission of 2.5% of the gross sales price on any units sold. Mach Natural Resources has no obligation to sell any units and either party can suspend or terminate the arrangement. Any net proceeds are intended primarily to repay term loan borrowings under the company’s senior secured revolving credit agreement dated February 27, 2025, and for general partnership purposes, including capital expenditures, acquisitions, investments and refinancing of indebtedness.
Mach Natural Resources LP is offering common units having an aggregate offering price of up to $100,000,000 through an equity distribution agreement with Morgan Stanley & Co. LLC as sales agent. The offering is an "at the market offering" to be made from time to time, subject to our direction and the equity distribution agreement.
The sales agent will receive a 2.5% commission on gross proceeds. The prospectus states the last reported NYSE sale price was $14.14 per unit on May 21, 2026, and reports 166,801,737 common units outstanding as of May 21, 2026. Based on that price the filing shows up to 173,873,872 common units could be outstanding after this offering, and the net proceeds are intended to repay term loan borrowings and for general partnership purposes.
Mach Natural Resources LP proposes an at-the-market equity offering of up to $100,000,000 of its common units. The units may be sold from time to time through Morgan Stanley & Co. LLC as sales agent at prevailing market prices on the NYSE. The prospectus supplement states 166,801,737 common units outstanding as of May 21, 2026 and illustrates an example issuance that would result in up to 173,873,872 common units outstanding assuming sales at $14.14 per unit (the last reported sale price on May 21, 2026). Net proceeds, if any, are intended to repay term loan borrowings under the Credit Agreement and for general partnership purposes. The sales agent commission is 2.5% of gross proceeds and estimated non-commission offering expenses are approximately $400,000.
Mach Natural Resources LP reported an ownership restructuring involving entities associated with IKAV General Partner S.a r.l. and VEPU Inc. A Form 4 entry shows that on May 6, 2026, 1,422,476 common units held by VEPU Inc. were retired and cancelled under a settlement agreement and third amendment to a membership interest purchase agreement, reflecting the final adjusted purchase price for a prior acquisition.
After these changes, one indirect holding line reflects 4,259,110 common units, and another reflects 19,371,999 common units, both reported as held indirectly through entities such as VEPU Inc. and SIMLOG Inc. The filing describes this as an “other acquisition or disposition” rather than an open‑market trade, and the reporting persons state they may be deemed to share beneficial ownership through these entities while formally disclaiming beneficial ownership beyond their pecuniary interest.
Tom L. Ward amends his beneficial ownership filing for Mach Natural Resources LP. The filing reports 14,048,879 Common Units representing 8.4% of the Common Units outstanding were 168,224,213 as of May 1, 2026. The holdings comprise units held by a revocable trust, affiliated LLCs and a foundation and reflect shared voting and dispositive power across affiliated entities.
Mach Natural Resources LP reported first quarter 2026 results showing total revenue of $286 million and a net loss of $35 million. The partnership declared a quarterly cash distribution of $0.64 per common unit, payable June 4, 2026 to unitholders of record on May 21, 2026.
Average production was 158 Mboe/d, made up of 16% oil, 70% natural gas and 14% NGLs. Realized prices averaged $69.73 per barrel of oil, $2.74 per Mcf of gas and $23.75 per barrel of NGLs, excluding derivatives. Adjusted EBITDA was $194.6 million compared with $159.9 million a year earlier.
Lease operating expense was $101 million, or $7.12 per Boe, while gathering and processing costs were $59 million, or $4.18 per Boe. As of March 31, 2026, Mach held $53 million of cash and had $695 million drawn on its $1.0 billion revolving credit facility, leaving about $358 million of liquidity.
Mach Natural Resources reported sharply higher activity for the three months ended March 31, 2026, but swung to a loss. Total revenues rose to $285.9 million from $226.8 million, driven by oil, gas and NGL sales of $365.5 million, partly offset by a $96.9 million loss on derivatives.
Operating expenses nearly doubled to $295.6 million as gathering, processing and lease operating costs increased with the expanded asset base. The company posted a net loss of $35.0 million, compared with net income of $15.9 million a year earlier, while still generating $170.3 million of cash from operating activities.
Mach continued to integrate several large 2025 acquisitions, including the IKAV and Sabinal transactions, and ended the quarter with $1.13 billion of long-term debt and partners’ capital of $1.85 billion.
MACH NATURAL RESOURCES LP insider-related entities increased their holdings through open-market purchases tied to a recent secondary offering. The Tom L. Ward 1992 Revocable Living Trust and WCT Resources LLC each purchased 76,628 common units at $13.05 per unit in a public underwritten offering completed by certain selling unitholders. Following these purchases, the Trust held 13,295,039 common units and WCT Resources held 76,628 common units. Additional indirect holdings reported include 421,100 common units held by Mach Resources LLC and 167,030 common units held by the Tom L. Ward Family Foundation, while 14,048,879 common units were reported as held directly as of April 8, 2026. Tom L. Ward may be deemed to share beneficial ownership of these securities through his control or trustee roles but disclaims beneficial ownership beyond his pecuniary interest.
Mach Natural Resources LP reported that entities associated with IKAV completed open-market sales of a total of 5,557,679 Common Units at $12.81 per unit on April 8, 2026. These units are held indirectly through entities including VEPU Inc. and SIMLOG Inc., and the reporting persons disclaim beneficial ownership except to the extent of any pecuniary interest. Following these sales, the reported indirect holdings related to these positions were 20,794,475 Common Units in one account and 4,259,110 Common Units in another.
Kayne Anderson Capital Advisors, L.P. amended a Schedule 13G/A to report beneficial ownership of 15,517,713 common units of Mach Natural Resources LP. The filing shows 9.23% of the class and states Kayne Anderson has sole voting and sole dispositive power over those units. The amendment is signed by Michael O'Neil on 04/08/2026.