Mach Natural Resources LP has a group of related investors reporting beneficial ownership of 23,631,109 Common Units, representing 14.2% of the partnership’s Common Units.
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Mach Natural Resources LP has a group of related investors reporting beneficial ownership of 23,631,109 Common Units, representing 14.2% of the partnership’s Common Units. The holdings are reported on a shared voting and dispositive power basis, with no sole voting or dispositive power.
The ownership includes 19,371,999 Common Units held by VEPU Inc. and 4,259,110 Common Units held by SIMLOG Inc. The percentage interests are calculated using 166,948,094 Common Units outstanding as of July 31, 2026, as disclosed in Mach Natural Resources LP’s Form 10-Q. The reporting entities, including Luxembourg and U.S. corporations and a German entity and individual, jointly file while each disclaims beneficial ownership of units directly held by the others and disclaims being part of a Section 13(d) or 13(g) group.
Key Figures
Beneficial ownership:23,631,109 Common UnitsOwnership percentage:14.2%VEPU Inc. holdings:19,371,999 Common Units+4 more
7 metrics
Beneficial ownership23,631,109 Common UnitsCommon Units beneficially owned collectively by the reporting persons
Ownership percentage14.2%Percentage of Mach Natural Resources LP Common Units beneficially owned
VEPU Inc. holdings19,371,999 Common UnitsCommon Units held of record by VEPU Inc.
VEPU Inc. ownership percentage11.6%Percent of class attributed to VEPU Inc.
SIMLOG Inc. holdings4,259,110 Common UnitsCommon Units held of record by SIMLOG Inc.
SIMLOG Inc. ownership percentage2.6%Percent of class attributed to SIMLOG Inc.
Units outstanding166,948,094 Common UnitsCommon Units outstanding as of July 31, 2026, per Form 10-Q
"The ownership information presented herein represents beneficial ownership of Common Units"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
shared voting powerfinancial
"6 | Shared Voting Power 23,631,109.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive powerfinancial
"8 | Shared Dispositive Power 23,631,109.00"
limited partner interestsfinancial
"common units representing limited partner interests held directly by the other Reporting Persons"
An investor's ownership stake in a limited partnership that gives them rights to a share of profits and losses but not day-to-day control over the business, similar to being a silent partner in a project. For investors this matters because it defines how they earn returns, how much risk and liability they carry, and how easy it is to sell their position — all key factors when valuing and comparing investments.
Section 13(d) or 13(g)regulatory
"for the purposes of Section 13(d) or 13(g) of the Securities Exchange Act of 1934"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How much of Mach Natural Resources LP (MNR) do the reporting investors collectively own?
The reporting investors collectively report beneficial ownership of 23,631,109 Common Units of Mach Natural Resources LP, representing 14.2% of the outstanding Common Units, based on 166,948,094 units outstanding as of July 31, 2026.
Which entities hold Mach Natural Resources LP (MNR) units and in what amounts?
The filing states that VEPU Inc. holds 19,371,999 Common Units and SIMLOG Inc. holds 4,259,110 Common Units of Mach Natural Resources LP. These positions roll up through Luxembourg and German entities to individual investor Constantin von Wasserschleben.
What percentage of Mach Natural Resources LP (MNR) is attributed to VEPU Inc. and SIMLOG Inc.?
VEPU Inc. is reported to beneficially own 11.6% of Mach Natural Resources LP’s Common Units, while SIMLOG Inc. is reported at 2.6%. These percentages are calculated using 166,948,094 Common Units outstanding as of July 31, 2026.
Do the Mach Natural Resources LP (MNR) reporting persons claim group status under Section 13(d) or 13(g)?
The reporting persons state they may be deemed members of a group for Section 13(d) or 13(g) purposes but expressly disclaim that the filing constitutes an admission of group status or beneficial ownership of other reporting persons’ holdings.
What voting and dispositive powers are reported over Mach Natural Resources LP (MNR) units?
Each reporting person indicates 0 Common Units with sole voting or dispositive power and only shared voting and shared dispositive power over the reported Common Units, as reflected in the cover-page ownership tables.
What outstanding unit count for Mach Natural Resources LP (MNR) was used to calculate ownership percentages?
Ownership percentages are based on 166,948,094 Common Units outstanding of Mach Natural Resources LP as of July 31, 2026, a figure drawn from the partnership’s Quarterly Report on Form 10-Q filed on August 6, 2026.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
Mach Natural Resources LP
(Name of Issuer)
Common Units
(Title of Class of Securities)
55445L100
(CUSIP Number)
06/30/2026
(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)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
55445L100
1
Names of Reporting Persons
IKAV General Partner S.a r.l.
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
LUXEMBOURG
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
23,631,109.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
23,631,109.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
23,631,109.00
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)
14.2 %
12
Type of Reporting Person (See Instructions)
FI
SCHEDULE 13G
CUSIP Number(s):
55445L100
1
Names of Reporting Persons
VEPU Inc.
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
19,371,999.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
19,371,999.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
19,371,999.00
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)
11.6 %
12
Type of Reporting Person (See Instructions)
CO
SCHEDULE 13G
CUSIP Number(s):
55445L100
1
Names of Reporting Persons
IDI Investment s.a r.l.
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
LUXEMBOURG
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
19,371,999.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
19,371,999.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
19,371,999.00
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)
11.6 %
12
Type of Reporting Person (See Instructions)
FI
SCHEDULE 13G
CUSIP Number(s):
55445L100
1
Names of Reporting Persons
IKAV SICAV-FIS SCA
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
LUXEMBOURG
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
23,631,109.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
23,631,109.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
23,631,109.00
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)
14.2 %
12
Type of Reporting Person (See Instructions)
FI
SCHEDULE 13G
CUSIP Number(s):
55445L100
1
Names of Reporting Persons
SIMLOG Inc.
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
4,259,110.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
4,259,110.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
4,259,110.00
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)
2.6 %
12
Type of Reporting Person (See Instructions)
CO
SCHEDULE 13G
CUSIP Number(s):
55445L100
1
Names of Reporting Persons
Simlog S.a r.l.
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
LUXEMBOURG
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
4,259,110.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
4,259,110.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
4,259,110.00
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)
2.6 %
12
Type of Reporting Person (See Instructions)
FI
SCHEDULE 13G
CUSIP Number(s):
55445L100
1
Names of Reporting Persons
Institut fur Kapitalanlagen und Vesicherungslosungen GmbH
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
GERMANY
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
23,631,109.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
23,631,109.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
23,631,109.00
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)
14.2 %
12
Type of Reporting Person (See Instructions)
FI
SCHEDULE 13G
CUSIP Number(s):
55445L100
1
Names of Reporting Persons
Constantin von Wasserschleben
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
GERMANY
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
23,631,109.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
23,631,109.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
23,631,109.00
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)
14.2 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Mach Natural Resources LP
(b)
Address of issuer's principal executive offices:
14201 Wireless Way, Suite 300, Oklahoma City, OK 73134
Item 2.
(a)
Name of person filing:
This statement is filed jointly by and on behalf of each of Constantin von Wasserschleben, Institut fur Kapitalanlagen und Vesicherungslosungen GmbH, IKAV General Partner S.a r.l., IKAV SICAV FIS SCA, Simlog S.a r.l., SIMLOG Inc., IDI Investment S.a r.l. and VEPU Inc. (each a "Reporting Person" and collectively, the "Reporting Persons"). Each Reporting Person disclaims beneficial ownership of the common units representing limited partner interests held directly by the other Reporting Persons.
Each Reporting Person declares that neither the filing of this statement nor anything herein shall be construed as an admission that such Reporting Person is, for the purposes of Section 13(d) or 13(g) of the Securities Exchange Act of 1934, as amended (the "Act"), or any other purpose, the beneficial owner of any securities covered by this statement.
Each Reporting Person may be deemed to be a member of a group with respect to Mach Natural Resources LP (the "Issuer") or securities of the Issuer for the purposes of Section 13(d) or 13(g) of the Act. Each of the Reporting Persons declares that neither the filing of this statement nor anything herein shall be construed as an admission that such Reporting Person is, for the purposes of Section 13(d) or 13(g) of the Act or any other purpose, (i) acting (or has agreed or is agreeing to act together with any other person) as a partnership, limited partnership, syndicate, or other group for the purpose of acquiring, holding, or disposing of securities of the Issuer or otherwise with respect to the Issuer or any securities of the Issuer or (ii) a member of any group with respect to the Issuer or any securities of the Issuer.
(b)
Address or principal business office or, if none, residence:
The business address for all the Reporting Persons is 1301 McKinney Street, Suite 1600, Houston, Texas 77010.
(c)
Citizenship:
SIMLOG Inc. and VEPU Inc. are each organized under the laws of the State of Delaware. IDI Investment S.a r.l., Simlog S.a r.l., IKAV SICAV FIS SCA, and IKAV General Partner S.a r.l. are each organized under the laws of Luxembourg. The Institut fur Kapitalanlagen und Vesicherungslosungen GmbH is organized under the laws of Germany. Mr. von Wasserschleben is a citizen of Germany.
(d)
Title of class of securities:
Common Units
(e)
CUSIP No.:
55445L100
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:
Items 5 through 9 and 11 of each of the cover pages to this Schedule 13G are incorporated herein by reference.
The ownership information presented herein represents beneficial ownership of Common Units of the Issuer as of June 30, 2026, based upon 166,948,094 shares of Common Units outstanding as of July 31, 2026, as disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on August 6, 2026.
The number of Common Units reported as beneficially owned herein includes (i) 19,371,999 Common Units held of record by VEPU Inc. and (ii) 4,259,110 Common Units held of record by SIMLOG Inc.
VEPU Inc. is wholly owned by IDI Investment S.a r.l., which is controlled by IKAV SICAV FIS SCA, whose general partner is IKAV General Partner S.a r.l., which is wholly owned by Institut fur Kapitalanlagen und Vesicherungslosungen GmbH, whose majority owner is Constantin von Wasserschleben.
SIMLOG Inc. is wholly owned by Simlog S.a r.l., which is controlled by IKAV SICAV FIS SCA, whose general partner is IKAV General Partner S.a r.l., which is wholly owned by Institut fur Kapitalanlagen und Vesicherungslosungen GmbH, whose majority owner is Constantin von Wasserschleben.
(b)
Percent of class:
Item 11 of each of the cover pages to this Schedule 13G are incorporated herein by reference.
(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:
Item 6 of each of the cover pages to this Schedule 13G are incorporated herein by reference.
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
Item 8 of each of the cover pages to this Schedule 13G are incorporated herein by reference.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
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.
IKAV General Partner S.a r.l.
Signature:
/s/ Gregor Gruber
Name/Title:
Gregor Gruber/Director
Date:
08/13/2026
Signature:
/s/ Marco Hoopmann
Name/Title:
Marco Hoopmann/Director
Date:
08/13/2026
VEPU Inc.
Signature:
/s/ Gregor Gruber
Name/Title:
Gregor Gruber/Director
Date:
08/13/2026
IDI Investment s.a r.l.
Signature:
/s/ Gregor Gruber
Name/Title:
Gregor Gruber/Director
Date:
08/13/2026
Signature:
/s/ Marco Hoopmann
Name/Title:
Marco Hoopmann/Director
Date:
08/13/2026
IKAV SICAV-FIS SCA
Signature:
/s/ Gregor Gruber
Name/Title:
Gregor Gruber/Director
Date:
08/13/2026
Signature:
/s/ Marco Hoopmann
Name/Title:
Marco Hoopmann/Director
Date:
08/13/2026
SIMLOG Inc.
Signature:
/s/ Constantin von Wasserschleben
Name/Title:
Constantin von Wasserschleben /President & Director
Date:
08/13/2026
Signature:
/s/ Megan Ebadat
Name/Title:
Megan Ebadat/Treasurer
Date:
08/13/2026
Simlog S.a r.l.
Signature:
/s/ Gregor Gruber
Name/Title:
Gregor Gruber/Director
Date:
08/13/2026
Signature:
/s/ Marco Hoopmann
Name/Title:
Marco Hoopmann/Director
Date:
08/13/2026
Institut fur Kapitalanlagen und Vesicherungslosungen GmbH
