MNTKNasdaqGas & Other Services CombinedFiscal year ends December 31
Montauk Renewables, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$2.08−0.06 (-2.80%)
Close on Oct 19, 2026
- Market cap
- $299.38M
- P/E (TTM)
- 34.7
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
15.0%
21M of 142M shares
Institutional holders
91
13 new, 14 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $25.38K
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 |
|---|---|---|---|---|
| Peresec Prime Brokers (Pty) Ltd | 35,878 | – | 13G (passive) amendment | Nov 21, 2025 |
| Aktiv Investment Management (Pty) Ltd | 22,297,688 | 15.70% | 13D (active) | Nov 3, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MNTK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,709,893 | 3.31% | $7.35M | +490,896 | 0.00% |
| Vanguard Capital Management LLC | 2,706,900 | 1.90% | $4.22M | +18,186 | 0.00% |
| Geode Capital Management, LLC | 1,879,292 | 1.32% | $2.93M | +120,014 | 0.00% |
| Baader Bank Aktiengesellschaft | 1,605,000 | 1.13% | $2.50M | – | 0.19% |
| State Street Corp | 1,369,693 | 0.96% | $2.14M | +4,220 | 0.00% |
| Barclays PLC | 953,510 | 0.67% | $1.49M | −85,407 | 0.00% |
| American Century Companies Inc | 950,442 | 0.67% | $1.48M | −4,026 | 0.00% |
| Charles Schwab Investment Management Inc | 539,334 | 0.38% | $841.36K | +18,723 | 0.00% |
| Northern Trust Corp | 536,057 | 0.38% | $836.25K | +30,683 | 0.00% |
| Vanguard Portfolio Management LLC | 469,053 | 0.33% | $731.72K | +80,134 | 0.00% |
| Dimensional Fund Advisors LP | 448,818 | 0.32% | $700.16K | −287,766 | 0.00% |
| Vanguard Fiduciary Trust Co | 438,777 | 0.31% | $684.49K | +6,509 | 0.00% |
| Hosking Partners LLP | 390,517 | 0.27% | $609.21K | −6,415 | 0.02% |
| First Trust Advisors LP | 381,889 | 0.27% | $595.75K | +69,939 | 0.00% |
| Goldman Sachs Group Inc | 377,277 | 0.27% | $588.55K | +46,088 | 0.00% |
| Renaissance Technologies LLC | 364,800 | 0.26% | $569.09K | +10,200 | 0.00% |
| JPMorgan Chase & Co | 270,982 | 0.19% | $422.73K | +108,730 | 0.00% |
| Aqr Capital Management LLC | 238,152 | 0.17% | $371.52K | +199,801 | 0.00% |
| Gsa Capital Partners Llp | 201,055 | 0.14% | $314 | −88,839 | 0.02% |
| JTC Employer Solutions Trustee Ltd | 197,859 | 0.14% | $311 | – | 0.02% |
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 | 91 | 21M | 15.0% | 13 / 38 | 26 / 14 | 2M | 1M |
| Q1 2026 | 94 | 21M | 14.7% | 21 / 29 | 30 / 9 | 5M | 1M |
| Q4 2025 | 83 | 20M | 14.0% | 4 / 26 | 34 / 12 | 1M | 2M |
| Q3 2025 | 91 | 21M | 14.7% | 13 / 25 | 33 / 8 | 1M | 1M |
| Q2 2025 | 86 | 21M | 14.7% | 13 / 27 | 34 / 20 | 1M | 2M |
| Q1 2025 | 93 | 22M | 15.3% | 14 / 28 | 32 / 16 | 1M | 1M |
| Q4 2024 | 96 | 22M | 15.6% | 18 / 29 | 28 / 16 | 1M | 2M |
| Q3 2024 | 95 | 22M | 15.7% | 11 / 28 | 36 / 26 | 6M | 2M |
| Q2 2024 | 111 | 23M | 16.1% | 24 / 41 | 38 / 25 | 2M | 4M |
| Q1 2024 | 114 | 25M | 17.4% | 26 / 38 | 40 / 16 | 4M | 3M |
| Q4 2023 | 105 | 24M | 17.1% | 21 / 45 | 26 / 11 | 3M | 2M |
| Q3 2023 | 95 | 23M | 16.1% | 14 / 39 | 30 / 11 | 1M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MNTK | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,900,119 | 1.33% | $2.96M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,689,345 | 1.19% | $2.64M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 774,101 | 0.54% | $1.35M | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 745,159 | 0.52% | $1.16M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 744,416 | 0.52% | $1.27M | 0.00% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 485,528 | 0.34% | $757.42K | 0.01% | Jun 30, 2026 |
| First Trust NASDAQ Clean Edge Green Energy Index Fund | 352,551 | 0.25% | $549.98K | 0.07% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 350,453 | 0.25% | $609.79K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 348,926 | 0.25% | $607.13K | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 316,178 | 0.22% | $550.15K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 226,441 | 0.16% | $353.25K | 0.02% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 207,959 | 0.15% | $324.42K | 0.00% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 170,693 | 0.12% | $291.89K | 0.00% | Jul 31, 2026 |
| U.S. Small Cap Equity Fund | 139,585 | 0.10% | $238.69K | 0.02% | Jul 31, 2026 |
| Fidelity Nasdaq Composite Index ETF | 127,664 | 0.09% | $222.14K | 0.00% | May 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 |
|---|---|---|---|---|
| Sean F. McClain | President & CEO, Director | 1,141,172 | 0.80% | May 22, 2026 |
| James A. Shaw | Chief Operating Officer | 477,387 | 0.34% | May 22, 2026 |
| John Ciroli | Chief Legal Officer | 470,772 | 0.33% | May 22, 2026 |
| Asdalan Kevin A. Van | Chief Financial Officer | 497,493 | 0.35% | May 22, 2026 |
| Sharon R. Frank | VP Environ Health & Safety | 39,275 | 0.03% | Nov 26, 2025 |
| John A. Copelyn | Director | 17,506 | 0.01% | May 13, 2026 |
| Investment Management (Pty) Ltd Aktiv | 10% owner | 22,297,788 | 15.67% | Nov 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sean F. McClain President & CEO, Director | May 20, 2026 | Award | +383,183 | – | – | 1,141,172 |
| John Ciroli Chief Legal Officer | May 20, 2026 | Award | +302,982 | – | – | 470,772 |
| James A. Shaw Chief Operating Officer | May 20, 2026 | Award | +282,842 | – | – | 477,387 |
| Asdalan Kevin A. Van Chief Financial Officer | May 20, 2026 | Award | +302,982 | – | – | 497,493 |
| John A. Copelyn Director | May 11, 2026 | Buy | +17,506 | $1.45 | $25.38K | 17,506 |
| Sharon R. Frank VP Environ Health & Safety | Nov 24, 2025 | Tax withholding | −2,748 | $1.67 | $4.59K | 39,275 |
| Sharon R. Frank VP Environ Health & Safety | Nov 24, 2024 | Tax withholding | −2,748 | $4.46 | $12.26K | 42,023 |
| Sharon R. Frank VP Environ. Health & Safety | Nov 24, 2023 | Tax withholding | −2,658 | $9.09 | $24.16K | 44,771 |
| Sharon R. Frank VP Environ. Health & Safety | Dec 1, 2022 | Tax withholding | −2,748 | $10.01 | $27.51K | 47,429 |
| Sean F. McClain President and CEO, Director | Nov 28, 2022 | Sale | −2,250 | $12.68 | $28.53K | 757,989 |
| Sean F. McClain President and CEO, Director | Nov 28, 2022 | Sale | −57,750 | $12.07 | $697.04K | 760,239 |
| Scott E. Hill VP of Business Development | Nov 28, 2022 | Sale | −2,350 | $12.68 | $29.80K | 620,460 |
| Scott E. Hill VP of Business Development | Nov 28, 2022 | Sale | −101,797 | $12.02 | $1.22M | 622,810 |
| Scott E. Hill VP of Business Development | Jan 28, 2022 | Tax withholding | −87 | $10.01 | $871 | 724,607 |
| Sean F. McClain President and CEO, Director | Jan 28, 2022 | Tax withholding | −87 | $10.01 | $871 | 817,989 |
| James A. Shaw Vice President of Operations | Jan 28, 2022 | Tax withholding | −87 | $10.01 | $871 | 194,545 |
| Sharon R. Frank VP Environ. Health & Safety | Jan 28, 2022 | Tax withholding | −87 | $10.01 | $871 | 50,177 |
| Asdalan Kevin A. Van CFO and Treasurer | Jan 28, 2022 | Tax withholding | −87 | $10.01 | $871 | 194,511 |
| John Ciroli VP, GC and Secretary | Jan 28, 2022 | Tax withholding | −87 | $10.01 | $871 | 167,790 |
| Sharon R. Frank VP Environ. Health & Safety | Dec 1, 2021 | Award | +50,000 | – | – | 50,264 |
| Asdalan Kevin A. Van CFO and Treasurer | Jan 28, 2021 | Award | +354,161 | – | – | 354,425 |
| Asdalan Kevin A. Van CFO and Treasurer | Jan 28, 2021 | Tax withholding | −159,827 | $11.38 | $1.82M | 194,598 |
| Asdalan Kevin A. Van CFO and Treasurer | Jan 28, 2021 | Award | +264 | – | – | 264 |
| Sean F. McClain President and CEO, Director | Jan 28, 2021 | Tax withholding | −313,455 | $11.38 | $3.57M | 894,909 |
| Sean F. McClain President and CEO, Director | Jan 28, 2021 | Award | +264 | – | – | 512,475 |
| Sean F. McClain President and CEO, Director | Jan 28, 2021 | Award | +695,889 | – | – | 1,208,364 |
| James A. Shaw Vice President of Operations | Jan 28, 2021 | Award | +264 | – | – | 264 |
| James A. Shaw Vice President of Operations | Jan 28, 2021 | Award | +354,161 | – | – | 354,425 |
| James A. Shaw Vice President of Operations | Jan 28, 2021 | Tax withholding | −159,793 | $11.38 | $1.82M | 194,632 |
| John Ciroli VP, GC and Secretary | Jan 28, 2021 | Tax withholding | −149,508 | $11.38 | $1.70M | 167,877 |
| John Ciroli VP, GC and Secretary | Jan 28, 2021 | Award | +317,121 | – | – | 317,385 |
| John Ciroli VP, GC and Secretary | Jan 28, 2021 | Award | +264 | – | – | 264 |
| Scott E. Hill VP of Business Development | Jan 28, 2021 | Award | +264 | – | – | 612,684 |
| Scott E. Hill VP of Business Development | Jan 28, 2021 | Award | +371,504 | – | – | 984,188 |
| Scott E. Hill VP of Business Development | Jan 28, 2021 | Tax withholding | −167,631 | $11.38 | $1.91M | 816,557 |
| Holdings Ltd Montauk 10% owner | Jan 21, 2021 | Other | −135,965,514 | – | – | 2,347,199 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.