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MACH NATURAL RESOURCES LP

NYSE:MNR
US$10.66Close 7 Oct 2026 · delayed

Past year: ▼ 11%(10.24 – 14.00 USD)

Market cap
A$2.52bn
Shares on issue
167m
In-ground value
A$1.63bn
Risked multiple
0.65×
Story beats
10 since 2023
Last event
17 Sept 2025

Announcements, explained

Each one in plain English, with the numbers worked through for a shareholder.

30 Oct 2025director interest notice● Neutral

MACH NATURAL RESOURCES LP officer Michael E Reel had 2,692 shares withheld for taxes on vesting stock.

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30 Oct 2025director interest notice● Neutral

MACH NATURAL RESOURCES LP officer Tom L. Ward had 10,722 shares withheld for taxes on vesting stock.

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30 Oct 2025director interest notice● Neutral

MACH NATURAL RESOURCES LP director Stephen C Perich acquired 12,039 shares at $12.46 under a company stock plan.

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30 Oct 2025director interest notice● Neutral

MACH NATURAL RESOURCES LP director Frank A Keating acquired 12,039 shares at $12.46 under a company stock plan.

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30 Oct 2025director interest notice● Neutral

MACH NATURAL RESOURCES LP officer Kevin R. White had 10,107 shares withheld for taxes on vesting stock.

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30 Oct 2025director interest notice● Neutral

MACH NATURAL RESOURCES LP director Edgar R. Giesinger Jr. acquired 12,039 shares at $12.46 under a company stock plan.

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26 Sept 2025director interest notice● Neutral

General Partner S.a R.L. Ikav became a MACH NATURAL RESOURCES LP 10%+ owner and company insider (initial ownership filing).

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23 Sept 2025substantial holder notice● Neutral

IKAV General Partner s.a r.l. disclosed a new substantial MACH NATURAL RESOURCES LP shareholding (18.20% of votes).

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22 Sept 2025substantial holder notice● Neutral

KAYNE ANDERSON CAPITAL ADVISORS LP disclosed a new substantial MACH NATURAL RESOURCES LP shareholding (11.41% of votes).

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22 Sept 2025director interest notice● Neutral

Kayne Anderson Capital Advisors LP became a MACH NATURAL RESOURCES LP 10%+ owner and company insider (initial ownership filing).

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22 Sept 2025securities registration● Neutral

MACH NATURAL RESOURCES LP registered a securities offering with the SEC using its shelf eligibility.

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19 Sept 2025asset acquisition disposition● Neutral

Mach corrected the reported IKAV purchase price and filed the acquired companies' audited financial statements, as required follow-up to the September closing.

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17 Sept 2025asset acquisition disposition▲ GoodMajor

Both the Sabinal ($486.6M final: $207.3M cash + 19.19M units) and IKAV ($770.7M final: $325M cash + 30.6M units) acquisitions closed the same day, together about $1.26 billion. Mach funded the cash portion by amending its Truist credit facility - borrowing base raised by $700 million and a $450 million term loan drawn - entering the Permian Basin for the first time and roughly doubling down in the San Juan Basin.

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12 Aug 2025director interest notice● Neutral

MACH NATURAL RESOURCES LP director William Wallace Mcmullen bought 3,085 shares on the open market at $14.39.

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7 Aug 2025quarterly activities report● Neutral

MACH NATURAL RESOURCES LP reported quarterly revenue of $288.5 million and net income of $89.7 million for the period ended 2025-06-30.

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7 Aug 2025quarterly activities report● Neutral

MACH NATURAL RESOURCES LP reported quarterly revenue of $288.5 million and net income of $89.7 million for the period ended 2025-06-30.

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10 July 2025capital raising announcement▲ GoodMajor

Mach agreed to two simultaneous, transformational acquisitions: Sabinal Energy's Permian Basin assets for $500 million ($200M cash + $300M in common units) - a new basin for the company - and IKAV's San Juan Basin (New Mexico/Colorado) assets for $787.2 million ($325M cash + $462.2M in units), together valued at roughly $1.29 billion, more than half paid in unregistered common units issued directly to the sellers.

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17 June 2025substantial holder notice● Neutral

BCE-Mach Aggregator LLC disclosed a new substantial MACH NATURAL RESOURCES LP shareholding.

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17 June 2025director interest notice● Neutral

MACH NATURAL RESOURCES LP director William Wallace Mcmullen bought 280,400 shares on the open market.

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12 June 2025director interest notice● Neutral

MACH NATURAL RESOURCES LP director William Wallace Mcmullen bought 245,129 shares on the open market.

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13 May 2025substantial holder notice● Neutral

BCE-Mach Aggregator LLC reported a MACH NATURAL RESOURCES LP shareholding of 62.80% of votes in a periodic institutional filing.

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8 May 2025quarterly activities report● Neutral

MACH NATURAL RESOURCES LP reported quarterly revenue of $226.8 million and net income of $15.9 million for the period ended 2025-03-31.

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8 May 2025quarterly activities report● Neutral

MACH NATURAL RESOURCES LP reported quarterly revenue of $226.8 million and net income of $15.9 million for the period ended 2025-03-31.

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27 Feb 2025debt financing▲ GoodMajor

Mach replaced its entire December-2023 acquisition debt stack - the Texas Capital-led term loan and the MidFirst revolver - with a single new $750 million reserve-based revolving credit facility from Truist Bank (expandable to $2 billion, maturing 2029), funded in part by the just-closed equity offering. A simpler, cheaper capital structure than the deal financing that built it.

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10 Feb 2025director interest notice● Neutral

MACH NATURAL RESOURCES LP director William Wallace Mcmullen bought 5,161,290 shares on the open market at $15.50.

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7 Feb 2025securities registration● Neutral

MACH NATURAL RESOURCES LP filed a prospectus supplement for an offering off its existing shelf.

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7 Feb 2025material agreement▲ GoodMajor

Mach closed a second follow-on unit offering, raising $192.5 million net - used to fully repay its super-priority credit facility (~$23 million) and pay down the term loan. Bayou City Energy, an affiliate of Mach's general partner, bought $5.16 million-plus units in the deal at a reduced underwriting discount, signaling continued sponsor commitment.

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5 Feb 2025securities registration● Neutral

MACH NATURAL RESOURCES LP filed a prospectus supplement for an offering off its existing shelf.

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31 Jan 2025director interest notice● Neutral

MACH NATURAL RESOURCES LP officer Kevin R. White disposed of 7,151 shares.

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31 Jan 2025director interest notice● Neutral

MACH NATURAL RESOURCES LP officer Michael E Reel disposed of 3,329 shares.

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