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 reported a restructuring-type insider transaction involving its Common Units. On the reported date, 3,442,321 Common Units were recorded in an "other" transaction, categorized as an indirect holding through Sabinal Energy Operating, LLC.
After this transaction, the filing shows 15,517,713 Common Units indirectly held. A footnote explains that Sabinal Energy Operating, LLC is a portfolio company of a private investment fund managed by Kayne Anderson Capital Advisors, L.P. Another footnote notes an underwriting agreement under which selling unitholders, including Sabinal Energy Operating, LLC, agreed to sell an aggregate of 9,000,000 Common Units to an underwriter.
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: the selling unitholders are offering 9,000,000 common units representing limited partner interests in Mach Natural Resources LP. The company will receive no proceeds from these resales; the selling unitholders will receive the net proceeds.
The public offering price shown is $13.05 per unit, with underwriting discounts of $0.24 per unit. The underwriter has a 30‑day option to buy up to an additional 1,350,000 common units. CEO Tom L. Ward, through affiliated entities, agreed to purchase 153,256 units at the public offering price.
Mach Natural Resources LP registers for resale 9,000,000 common units (or 10,350,000 common units if the underwriter exercises its option in full) by selling unitholders pursuant to a prospectus supplement. The sale proceeds will be received only by the selling unitholders; the partnership will receive no proceeds from these resales. The prospectus supplement discloses an affiliated indication of interest of up to $2.0 million from Tom L. Ward and related entities and reiterates customary risk factors and distribution policies applicable to limited partnership units.
Mach Natural Resources LP registers for resale 9,000,000 common units (or 10,350,000 common units if the underwriter exercises its option in full) by selling unitholders pursuant to a prospectus supplement. The sale proceeds will be received only by the selling unitholders; the partnership will receive no proceeds from these resales. The prospectus supplement discloses an affiliated indication of interest of up to $2.0 million from Tom L. Ward and related entities and reiterates customary risk factors and distribution policies applicable to limited partnership units.
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 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 LP director Christopher Burn reported open-market purchases of 2,000 Common Units. He bought 1,000 units at $14.07 on March 19, 2026 and 1,000 units at $13.85 on March 20, 2026, raising his direct holdings to 15,587 units. One reported price is a weighted average of multiple trades between $13.99 and $14.15.
MACH Natural Resources LP reported that affiliated entity Bayou City Energy Management LLC (BCEM) bought a total of 9,285 common units in open‑market transactions. Purchases occurred over three days at weighted average prices around $13.63 to $14.00 per unit.
After these transactions, 74,835,939 common units are directly held by BCE Mach Aggregator LLC and 23,978 common units by BCEM. BCE Mach Aggregator is indirectly managed by BCEM, and William W. McMullen is BCEM’s Managing Partner; the reporting persons may be deemed to beneficially own these units subject to pecuniary interest.
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 is an upstream oil and gas partnership focused on the Anadarko, San Juan and Permian basins, with integrated midstream assets such as six processing plants and extensive gas and water gathering systems. The business emphasizes acquiring mature, low-decline assets to generate cash available for distribution.
For the year ended December 31, 2025, net production was 37,731 MBoe, or 103.37 MBoe per day, and oil, natural gas and NGL sales totaled $1,037.7 million, contributing to total revenues of $1,175.4 million. Proved reserves reached 704,732 MBoe with a PV-10 of $3,088 million, up sharply from 337,250 MBoe and $1,890 million a year earlier, driven largely by acquisitions of approximately $1.3 billion. Development capital spending in 2025 was about $251.9 million, and the 2026 development budget is set between $315.0 million and $360.0 million, focused on Mississippian and Mancos drilling. The partnership also recorded a $90.4 million impairment of oil and gas properties and outlines significant future development of 160,340 MBoe of proved undeveloped reserves with planned capital of $1,084.6 million through 2030.
Mach Natural Resources executive Kevin R. White reported equity compensation activity involving the company’s common units. On February 9, 2026, he acquired 11,886 common units as a grant under the 2023 Long-Term Incentive Plan. On February 11, 2026, 5,627 units were disposed of through a tax-withholding transaction to cover tax obligations from the grant. After these transactions, he directly beneficially owned 455,871 common units.