MNRNYSECrude Petroleum & Natural GasFiscal year ends December 31
MACH NATURAL RESOURCES LP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$10.79−0.28 (-2.53%)
Close on Oct 19, 2026
- Market cap
- $1.81B
- P/E (TTM)
- 20.7
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
15.5%
26M of 167M shares
Institutional holders
67
17 new, 10 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
17 buys · 2 sales
Net sold $64.26M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Bayou City Energy Management LLC | 74,812,939 | 63.20% | 13D (active) | Jun 10, 2025 |
| Ikav Sicav-Fis Sca | 30,611,264 | 18.20% | 13G (passive) | Sep 16, 2025 |
| Constantin von Wasserschleben | 23,631,109 | 14.20% | 13G (passive) amendment | Jun 30, 2026 |
| Kayne Anderson Capital Advisors LP | 19,187,581 | 11.41% | 13G (passive) | Sep 16, 2025 |
| Kayne Anderson Capital Advisors, L.P. | 15,517,713 | 9.23% | 13G (passive) amendment | Apr 8, 2026 |
| Tom L. Ward | 14,048,879 | 8.40% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MNR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Kayne Anderson Capital Advisors LP | 15,517,713 | 9.29% | $196.14M | −3,442,321 | 3.85% |
| American Century Companies Inc | 2,457,144 | 1.47% | $31.06M | +97,394 | 0.01% |
| Morgan Stanley | 1,944,485 | 1.16% | $24.58M | +762,157 | 0.00% |
| CIBC Bancorp USA Inc. | 572,842 | 0.34% | $7.24M | +147,221 | 0.01% |
| First Trust Advisors LP | 494,251 | 0.30% | $6.25M | −3,468 | 0.00% |
| Raymond James Financial Inc | 456,448 | 0.27% | $5.77M | −4,931 | 0.00% |
| Royce & Associates LP | 448,606 | 0.27% | $5.67M | New | 0.05% |
| Peak6 LLC | 316,243 | 0.19% | $4.00M | New | 0.01% |
| Franklin Resources Inc | 279,260 | 0.17% | $3.53M | +96,395 | 0.00% |
| Hrt Financial LP | 263,080 | 0.16% | $3.33K | +169,230 | 0.00% |
| Pin Oak Investment Advisors Inc | 242,399 | 0.15% | $3.06K | +2,342 | 2.18% |
| &partners | 241,961 | 0.14% | $3.06M | −22,565 | 0.01% |
| Chicago Partners Investment Group LLC | 236,304 | 0.14% | $3.19M | −10,951 | 0.06% |
| LPL Financial LLC | 227,618 | 0.14% | $2.88M | +34,331 | 0.00% |
| Citadel Advisors LLC | 192,119 | 0.12% | $2.43M | +125,371 | 0.00% |
| Stifel Financial Corp | 171,505 | 0.10% | $2.17M | +31,762 | 0.00% |
| Invesco Ltd. | 167,593 | 0.10% | $2.12M | +4,117 | 0.00% |
| Strategic Financial Concepts, LLC | 148,618 | 0.09% | $1.88M | +45,870 | 0.56% |
| Blair William & Co/Il | 136,729 | 0.08% | $1.73M | +74,300 | 0.00% |
| Empowered Funds, LLC | 131,906 | 0.08% | $1.67M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 67 | 26M | 15.5% | 17 / 31 | 11 / 10 | 3M | 6M |
| Q1 2026 | 62 | 29M | 17.2% | 14 / 16 | 20 / 11 | 1M | 3M |
| Q4 2025 | 60 | 30M | 18.2% | 15 / 18 | 15 / 17 | 2M | 1M |
| Q3 2025 | 62 | 30M | 18.0% | 19 / 13 | 22 / 10 | 21M | 3M |
| Q2 2025 | 56 | 13M | 7.8% | 16 / 17 | 16 / 10 | 2M | 4M |
| Q1 2025 | 50 | 15M | 9.0% | 10 / 24 | 9 / 3 | 6M | 1M |
| Q4 2024 | 43 | 9M | 5.7% | 10 / 12 | 12 / 10 | 1M | 2M |
| Q3 2024 | 45 | 11M | 6.8% | 14 / 21 | 4 / 3 | 5M | 1M |
| Q2 2024 | 34 | 6M | 3.8% | 5 / 12 | 11 / 2 | 1M | 1M |
| Q1 2024 | 31 | 6M | 3.9% | 8 / 14 | 7 / 3 | 2M | 3M |
| Q4 2023 | 28 | 7M | 4.2% | 28 / 0 | 0 / 0 | 7M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MNR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Small Cap Value Fund | 1,495,000 | 0.90% | $18.90M | 0.62% | Jun 30, 2026 |
| Multi-Asset Diversified Income Index Fund | 494,251 | 0.30% | $6.25M | 1.50% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 351,672 | 0.21% | $4.45M | 0.04% | Jun 30, 2026 |
| Royce Small-Cap Fund | 210,604 | 0.13% | $2.66M | 0.12% | Jun 30, 2026 |
| Invesco Energy Exploration & Production ETF | 157,527 | 0.09% | $2.15M | 2.54% | Jul 31, 2026 |
| Royce Capital Fund - Small-Cap Portfolio | 148,882 | 0.09% | $1.88M | 1.01% | Jun 30, 2026 |
| Small Cap Dividend Fund | 129,499 | 0.08% | $1.64M | 1.51% | Jun 30, 2026 |
| Hussman Strategic Market Cycle Fund | 100,000 | 0.06% | $1.26M | 0.36% | Jun 30, 2026 |
| Royce Small-Cap Value Fund | 89,120 | 0.05% | $1.13M | 1.01% | Jun 30, 2026 |
| LoCorr Spectrum Income Fund | 80,645 | 0.05% | $1.02M | 1.46% | Jun 30, 2026 |
| Small Cap Equity Fund | 67,952 | 0.04% | $858.91K | 0.08% | Jun 30, 2026 |
| Amplify Energy & Natural Resources Covered Call ETF | 41,622 | 0.02% | $526.10K | 2.02% | Jun 30, 2026 |
| Vy(R) American Century Small-Mid Cap Value Portfolio | 39,906 | 0.02% | $504.41K | 0.19% | Jun 30, 2026 |
| MML VIP American Century Small Company Value Fund | 28,761 | 0.02% | $363.54K | 0.62% | Jun 30, 2026 |
| Arrow Dow Jones Global Yield ETF | 18,331 | 0.01% | $250.03K | 0.67% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Tom L. Ward | See Remarks, Director, 10% owner | 28,353,502 | 16.98% | Sep 16, 2026 |
| Kevin R. White | See Remarks | 455,871 | 0.27% | Feb 11, 2026 |
| Michael E. Reel | See Remarks | 85,816 | 0.05% | Feb 11, 2026 |
| William Wallace McMullen | Director, 10% owner | 74,859,917 | 44.84% | Sep 17, 2026 |
| Christopher Burn | Director | 15,587 | 0.01% | Mar 23, 2026 |
| Stephen C. Perich | Director | 29,111 | 0.02% | Oct 30, 2025 |
| Frank A. Keating | Director | 29,111 | 0.02% | Oct 30, 2025 |
| Edgar R. Giesinger JR. | Director | 29,111 | 0.02% | Oct 30, 2025 |
| City Energy Management Llc Bayou | 10% owner | 74,894,431 | 44.86% | Sep 17, 2026 |
| Inc. VEPU | 10% owner | 4,259,110 | 2.55% | May 19, 2026 |
| General Partner S.a r.l. IKAV | 10% owner | 19,371,999 | 11.60% | May 19, 2026 |
| Anderson Capital Advisors Lp Kayne | – | 18,960,034 | 11.36% | Apr 8, 2026 |
| Sabinal Energy Operating, LLC | – | 15,517,713 | 9.29% | Apr 8, 2026 |
| Aggregator LLC BCE-Mach | 10% owner | 74,532,539 | 44.64% | Mar 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| City Energy Management Llc Bayou 10% owner | Sep 15, 2026 | Buy | +22,124 | $11.25 | $248.90K | 22,124 |
| City Energy Management Llc Bayou 10% owner | Sep 15, 2026 | Buy | +12,390 | $11.30 | $140.01K | 74,872,307 |
| Tom L. Ward See Remarks, Director, 10% owner | Sep 14, 2026 | Buy | +172,413 | $11.60 | $2.00M | 13,467,452 |
| General Partner S.a r.l. IKAV 10% owner | May 15, 2026 | Other | −1,422,476 | $14.06 | $20.00M | 19,371,999 |
| Tom L. Ward See Remarks, Director, 10% owner | Apr 13, 2026 | Buy | +76,628 | $13.05 | $1,000.00K | 13,295,039 |
| Tom L. Ward See Remarks, Director, 10% owner | Apr 13, 2026 | Buy | +76,628 | $13.05 | $1,000.00K | 76,628 |
| Inc. VEPU 10% owner | Apr 8, 2026 | Sale | −944,805 | $12.81 | $12.10M | 4,259,110 |
| Inc. VEPU 10% owner | Apr 8, 2026 | Sale | −4,612,874 | $12.81 | $59.09M | 20,794,475 |
| Sabinal Energy Operating, LLC – | Apr 8, 2026 | Other | −3,442,321 | $12.81 | $44.10M | 15,517,713 |
| William Wallace McMullen Director, 10% owner | Mar 23, 2026 | Buy | +3,215 | $13.63 | $43.82K | 74,859,917 |
| Christopher Burn Director | Mar 20, 2026 | Buy | +1,000 | $13.85 | $13.85K | 15,587 |
| William Wallace McMullen Director, 10% owner | Mar 20, 2026 | Buy | +2,500 | $14.00 | $35.00K | 74,856,702 |
| Christopher Burn Director | Mar 19, 2026 | Buy | +1,000 | $14.07 | $14.07K | 14,587 |
| William Wallace McMullen Director, 10% owner | Mar 19, 2026 | Buy | +3,570 | $14.00 | $49.98K | 74,854,202 |
| Kevin R. White See Remarks | Feb 11, 2026 | Tax withholding | −5,627 | $12.62 | $71.01K | 455,871 |
| Michael E. Reel See Remarks | Feb 11, 2026 | Tax withholding | −2,532 | $12.62 | $31.95K | 85,816 |
| Kevin R. White See Remarks | Feb 9, 2026 | Award | +11,886 | $12.62 | $150.00K | 461,498 |
| Anderson Capital Advisors Lp Kayne 10% owner | Feb 9, 2026 | Other | −227,547 | $14.56 | $3.31M | 18,960,034 |
| Michael E. Reel See Remarks | Feb 9, 2026 | Award | +5,151 | $12.62 | $65.01K | 88,348 |
| Christopher Burn Director | Jan 1, 2026 | Award | +13,587 | $11.04 | $150.00K | 13,587 |
| City Energy Management Llc Bayou 10% owner | Dec 9, 2025 | Buy | +17,500 | $12.32 | $215.60K | 74,850,632 |
| City Energy Management Llc Bayou 10% owner | Dec 8, 2025 | Buy | +12,500 | $12.53 | $156.63K | 74,833,132 |
| Tom L. Ward See Remarks, Director, 10% owner | Nov 26, 2025 | Buy | +40,000 | $11.63 | $465.20K | 167,030 |
| Tom L. Ward See Remarks, Director, 10% owner | Nov 25, 2025 | Buy | +43,660 | $11.45 | $499.91K | 127,030 |
| Tom L. Ward See Remarks, Director, 10% owner | Nov 17, 2025 | Buy | +41,740 | $11.98 | $500.05K | 83,370 |
| Tom L. Ward See Remarks, Director, 10% owner | Nov 14, 2025 | Buy | +41,630 | $12.01 | $499.98K | 41,630 |
| William Wallace McMullen Director, 10% owner | Nov 14, 2025 | Buy | +4,608 | $11.85 | $54.60K | 74,820,632 |
| Tom L. Ward See Remarks, Director, 10% owner | Oct 28, 2025 | Tax withholding | −10,722 | $12.46 | $133.60K | 13,728,593 |
| Stephen C. Perich Director | Oct 28, 2025 | Award | +12,039 | $12.46 | $150.01K | 29,111 |
| Michael E. Reel See Remarks | Oct 28, 2025 | Tax withholding | −2,692 | $12.46 | $33.54K | 83,197 |
| Kevin R. White See Remarks | Oct 28, 2025 | Tax withholding | −10,107 | $12.46 | $125.93K | 449,612 |
| Frank A. Keating Director | Oct 28, 2025 | Award | +12,039 | $12.46 | $150.01K | 29,111 |
| Edgar R. Giesinger JR. Director | Oct 28, 2025 | Award | +12,039 | $12.46 | $150.01K | 29,111 |
| City Energy Management Llc Bayou 10% owner | Aug 11, 2025 | Buy | +3,085 | $14.39 | $44.39K | 74,816,024 |
| William Wallace McMullen Director, 10% owner | Jun 16, 2025 | Buy | +144,900 | $14.96 | $2.17M | 74,812,939 |
| William Wallace McMullen Director, 10% owner | Jun 13, 2025 | Buy | +135,500 | $14.72 | $1.99M | 74,668,039 |
| Aggregator LLC BCE-Mach 10% owner | Jun 12, 2025 | Buy | +93,500 | $14.29 | $1.34M | 74,532,539 |
| Aggregator LLC BCE-Mach 10% owner | Jun 11, 2025 | Buy | +72,411 | $14.01 | $1.01M | 74,439,039 |
| Aggregator LLC BCE-Mach 10% owner | Jun 10, 2025 | Buy | +79,218 | $13.58 | $1.08M | 74,366,628 |
| City Energy Management Llc Bayou 10% owner | Feb 7, 2025 | Buy | +5,161,290 | $15.50 | $80.00M | 74,287,410 |
| Kevin R. White See Remarks | Jan 29, 2025 | Award | −4,962.19 | $17.95 | $89.07K | 461,908 |
| Kevin R. White See Remarks | Jan 29, 2025 | Tax withholding | −2,189 | $17.81 | $38.99K | 459,719 |
| Michael E. Reel See Remarks | Jan 29, 2025 | Award | −2,279.69 | $17.95 | $40.92K | 86,938 |
| Michael E. Reel See Remarks | Jan 29, 2025 | Tax withholding | −1,049 | $17.81 | $18.68K | 85,889 |
| Aggregator LLC BCE-Mach 10% owner | Dec 17, 2024 | Buy | +313,978 | $15.62 | $4.90M | 69,126,120 |
| Aggregator LLC BCE-Mach 10% owner | Dec 16, 2024 | Buy | +150,000 | $15.33 | $2.30M | 68,812,142 |
| Aggregator LLC BCE-Mach 10% owner | Dec 13, 2024 | Buy | +98,751 | $15.28 | $1.51M | 68,662,142 |
| William Wallace McMullen Director, 10% owner | Dec 12, 2024 | Buy | +146,758 | $15.01 | $2.20M | 68,563,391 |
| William Wallace McMullen Director, 10% owner | Dec 11, 2024 | Buy | +125,000 | $14.99 | $1.87M | 68,416,633 |
| William Wallace McMullen Director, 10% owner | Dec 10, 2024 | Buy | +65,000 | $14.83 | $963.95K | 68,291,633 |
| Michael E. Reel See Remarks | Oct 27, 2024 | Tax withholding | −1,776 | $16.34 | $29.02K | 84,658 |
| Kevin R. White See Remarks | Oct 27, 2024 | Tax withholding | −10,108 | $16.34 | $165.16K | 456,946 |
| Frank A. Keating Director | Oct 27, 2024 | Award | +9,180 | $16.34 | $150.00K | 17,075 |
| Edgar R. Giesinger JR. Director | Oct 27, 2024 | Award | +9,180 | $16.34 | $150.00K | 17,075 |
| Stephen C. Perich Director | Oct 27, 2024 | Award | +9,180 | $16.34 | $150.00K | 17,075 |
| Tom L. Ward See Remarks, Director, 10% owner | Oct 27, 2024 | Tax withholding | −10,722 | $16.34 | $175.20K | 13,739,315 |
| Kevin R. White See Remarks | Jun 14, 2024 | Sale | −300,000 | $18.50 | $5.55M | 467,054 |
| Michael E. Reel See Remarks | Jun 10, 2024 | Sale | −70,000 | $19.27 | $1.35M | 86,434 |
| City Energy Management Llc Bayou 10% owner | Oct 27, 2023 | Returned to company | −3,009,999 | $17.67 | $53.19M | 68,226,633 |
| Michael E. Reel See Remarks | Oct 27, 2023 | Award | +18,309 | – | – | 156,434 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| R. White Kevin Affiliate | Jun 14, 2024 | 300,000 | $5.79M | Jun 14, 2024 | Acquired as part of IPO |
| E. Reel Michael Affiliate | Jun 10, 2024 | 70,000 | $1.35M | Jun 10, 2024 | Acquired as part of IPO |
| Daniel T. Reineke Jr. Affiliate | May 29, 2024 | 198,299 | $4.05M | May 28, 2024 | Initial Public Offering |
| Daniel T. Reineke Jr. Affiliate | May 23, 2024 | 300,000 | $6.07M | May 23, 2024 | Initial Public Offering |
| Daniel T. Reineke Jr. Affiliate | May 16, 2024 | 200,000 | $4.00M | May 16, 2024 | Initial Public Offering |