Every 8-K that Mach Natural Resources LP (MNR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MNR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MNR filings page.
Mach Natural Resources LP reported second-quarter 2026 total revenue of $406 million and net income of $98 million. Average realized prices were $95.40 per barrel of oil, $1.93 per Mcf of natural gas, and $28.99 per barrel of NGLs, excluding derivative effects.
The company produced 148.9 Mboe/d, composed of 15% oil, 69% natural gas and 16% NGLs, and generated Adjusted EBITDA of $182,231 thousand, up from $122,270 thousand in the prior-year quarter. Cash was $41 million, with $730 million drawn on a $1.0 billion revolving credit facility and about $311 million of available liquidity. The board declared a quarterly cash distribution of $0.36 per common unit, payable August 31, 2026, to holders of record on August 17, 2026. Updated 2026 guidance emphasizes higher oil production, lower total Boe and gas volumes, reduced development costs, and higher lifting costs.
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 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 disclosed that existing selling unitholders completed an underwritten secondary offering of 9,000,000 common units representing limited partner interests. The units were sold to Morgan Stanley & Co. LLC under an underwriting agreement, with an additional 1,350,000-unit option granted to the underwriter.
The company received no proceeds from this offering and will not receive proceeds from any future sales of option units, since all units are sold by existing holders. In the same transaction, entities affiliated with CEO Tom L. Ward purchased 153,256 common units at the public offering price. The offering was conducted under an effective Form S-3 shelf registration and closed on April 8, 2026.
Mach Natural Resources LP filed an 8-K providing unaudited pro forma financial information for its 2025 acquisitions of the IKAV Companies and the Sabinal Assets. The filing shows how the combined business would have performed if both deals and related financing had been in place from January 1, 2025.
The IKAV Acquisition totaled approximately $759.6 million, including $349.8 million in cash and 30.6 million common units valued at about $409.9 million. The Sabinal Acquisition totaled approximately $448.0 million, with $194.1 million in cash and 19.0 million common units valued at about $253.9 million.
On a pro forma basis for 2025, the combined entity generated total revenues of $1,556.8 million and net income of $157.5 million, with basic net income per common unit of $0.95 on 166.7 million basic units. The Transactions are reflected alongside a new $450.0 million term loan and a $700.0 million increase in the credit facility borrowing base. Pro forma proved reserves as of December 31, 2025 total 704,732 MBoe, with a standardized measure of discounted future net cash flows of $3,079,998 thousand.
Mach Natural Resources reported solid fourth-quarter and full-year 2025 results and a major increase in reserves. In Q4 2025, the company generated total revenue of $388 million and net income of $73 million. For full-year 2025, revenue was $1.2 billion with net income of $143 million.
Average Q4 production was 154 Mboe/d, mostly natural gas, with lease operating expense of $7.50 per Boe and gathering and processing costs of $3.22 per Boe. Adjusted EBITDA reached $186.9 million for Q4 and $593.3 million for the year.
Total proved reserves grew 109% to 705 MMBoe at December 31, 2025, with a PV-10 of $3.1 billion. The partnership maintained distributions, paying a quarterly cash distribution of $0.53 per common unit for Q4 2025, and plans 2026 development capital of $315–$360 million with forecast production of 150–157 MBoe/d while targeting a reinvestment rate of no more than 50% of operating cash flow.
Mach Natural Resources LP reported changes to its board of directors. On December 15, 2025, Francis A. Keating II resigned, effective immediately, from the board of Mach Natural Resources GP LLC, the general partner of the partnership, and from the Audit Committee and Conflicts Committee. His resignation was stated as not being due to any disagreement with management or the board regarding the partnership’s operations, policies or practices.
Effective the same day, Christopher J. Burn was appointed to the board and to the Audit Committee and Conflicts Committee. Burn has recent experience as a consultant at Goshen Investments, and previously served as Chief Investment Officer of The Diana Davis Spencer Foundation and as Global Head of Macro Research at Archegos Capital Management LLC. He was determined to be an independent director under New York Stock Exchange listing standards. Under the non‑employee director compensation program, he was granted phantom units equal to $150,000, to be issued on January 1, 2026 and vest in full on January 1, 2027, subject to his continued service.
Mach Natural Resources LP filed an 8-K to provide additional financial details related to its previously completed Permian Basin acquisition. The partnership had acquired certain oil and gas properties and related assets in the Permian Basin, as well as all membership interests in SIMCOE LLC and Simlog LLC, from multiple sellers on September 16, 2025. This filing supplies unaudited pro forma condensed combined statements of operations for the nine months ended September 30, 2025 as Exhibit 99.1, prepared in connection with the company’s Registration Statement on Form S-3. The pro forma information is intended to show how the combined business might have looked over that period, had the acquisitions been in place throughout.
Mach Natural Resources LP (MNR) furnished an update on its operations by issuing a press release covering results for the quarter ended September 30, 2025. The company also announced its quarterly distribution for the third quarter of 2025.
The press release was furnished as Exhibit 99.1 and, along with the related items, is treated as “furnished” rather than “filed” under the Exchange Act.
Mach Natural Resources filed an amended report to update details of its recently completed acquisitions in the Permian Basin. The company corrected the purchase price for the IKAV Assets to $758.9 million, made up of $349.0 million in cash and 30,611,264 common units, after preliminary and customary purchase price adjustments and subject to final post-closing settlement.
The amendment also adds extensive historical financial statements for Sabinal Energy Operating, SJ Investment Opps, and SIMCOE, along with unaudited pro forma condensed combined financial information for Mach Natural Resources. No other parts of the original report were changed.
Mach Natural Resources LP filed an Form 8-K reporting material transactions and agreements related to acquisitions and financing amendments. The filing references two purchase agreements dated July 9, 2025 for asset and membership interest acquisitions (incorporated by reference to prior reports), a First Amendment to a membership interest purchase agreement dated September 16, 2025, a Registration Rights Agreement dated September 16, 2025, and a First Amendment to the Credit Agreement dated September 12, 2025. The filing also includes a press release issued September 16, 2025 and an Inline XBRL cover page. The listed exhibits indicate the company completed or amended acquisition contracts and a financing amendment that investors may consider material.