— Know what they know.
Not Investment Advice

MNR NYSE

Mach Natural Resources LP
1W: -1.3% 1M: +2.9% 3M: -20.6% YTD: -1.8% 1Y: -10.8%
$10.62
+0.05 (+0.47%)
 
Weekly Expected Move ±3.0%
$10 $11 $11 $11 $12
NYSE · Energy · Oil & Gas Exploration & Production · Tech Score Sell · Power 45 · $1.8B mcap · 39M float · 1.46% daily turnover · Short 22% of daily vol
Credit Risk of going bust: lower than 60% of companies Debt: 40.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.39 (down 96%), Mach Natural Resources LP would be worth roughly what it owes.
Total debt $1.19B against a stock market value of $1.77B.
Distance to default 6.25 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $585.0M (short-term plus half of long-term), stock volatility 29.5%; Altman Z'' 1.23. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Supply Chain Overview

39 relationships
38
As Filer
counterparties named
1
As Counterparty
mentioned by others
5
Rel. Types
2023-10-27
Earliest Filing
2025-09-19
Latest Filing
target: 25 partner: 6 investor: 3 supplier: 3 acquirer: 1

Counterparties (Filed by MNR)

38 relationships

Companies named in MNR's SEC 8-K filings as business counterparties.

Counterparty Ticker Relationship Summary Filing Date SEC
Sabinal Energy Operating — target Target of asset acquisition for oil and gas properties 2025-09-19 View
Sabinal Resources — target Target of asset acquisition 2025-09-19 View
Sabinal CBP — target Target of asset acquisition 2025-09-19 View
SIMCOE — target Target of membership interest acquisition 2025-09-19 View
Simlog — target Target of membership interest acquisition 2025-09-19 View
VEPU — target Seller of membership interests in SIMCOE and Simlog 2025-09-19 View
SJ INVESTMENT — target Target of financial statement filing and subsidiary of Simlog 2025-09-19 View
VEPU Inc. — target Seller of membership interests in SIMCOE LLC and Simlog LLC 2025-09-17 View
SJ Investment Opps LLC — target Wholly owned subsidiary of Simlog LLC acquired in the transaction 2025-09-17 View
Simlog LLC — target Target entity whose membership interests were acquired 2025-09-17 View
SIMCOE LLC — target Target entity whose membership interests were acquired 2025-09-17 View
Simlog Inc. — target Seller of membership interests in SIMCOE LLC and Simlog LLC 2025-09-17 View
Sabinal Energy Operating, LLC — target Seller of oil and gas properties in the Permian Basin 2025-09-17 View
Sabinal Resources, LLC — target Seller of oil and gas properties in the Permian Basin 2025-09-17 View
Sabinal CBP, LLC — target Seller of oil and gas properties in the Permian Basin 2025-09-17 View
Sabinal Energy Operating, LLC — target Seller of oil and gas properties in the Permian Basin 2025-07-10 View
Sabinal CBP, LLC — target Seller of oil and gas properties in the Permian Basin 2025-07-10 View
Simlog Inc. — target Seller of membership interests in SIMCOE LLC and Simlog LLC 2025-07-10 View
VEPU Inc. — target Seller of membership interests in SIMCOE LLC and Simlog LLC 2025-07-10 View
Sabinal Resources, LLC — target Seller of oil and gas properties in the Permian Basin 2025-07-10 View
Paloma Partners IV, LLC — target Seller of oil and gas properties in the Asset Acquisition 2023-12-29 View
EnCap Investments L.P. — investor Backer of Paloma Partners IV, LLC 2023-12-29 View
Paloma Partners IV, LLC — acquirer Seller of oil and gas property interests to Mach Natural Resources LP 2023-11-13 View
EnCap Investments L.P. — investor Backer of Paloma Partners IV, LLC 2023-11-13 View
Excalibur Resources, LLC — supplier Seller of oil and gas property interests in the PSA 2023-11-13 View
Travis Peak Resources, LLC — supplier Seller of oil and gas property interests in the PSA 2023-11-13 View
TPR Mid-Continent, LLC — supplier Seller of oil and gas property interests in the PSA 2023-11-13 View
Paloma Partners IV, LLC — target Sold oil and gas property interests to Mach Natural Resources LP 2023-11-13 View
EnCap Investments L.P. — investor Backs Paloma Partners IV, LLC 2023-11-13 View
Excalibur Resources, LLC — target Seller of oil and gas property interests in the PSA 2023-11-13 View
Travis Peak Resources, LLC — target Seller of oil and gas property interests in the PSA 2023-11-13 View
TPR Mid-Continent, LLC — target Seller of oil and gas property interests in the PSA 2023-11-13 View
Stifel, Nicolaus & Company, Incorporated — partner Underwriter representative for the Initial Public Offering 2023-10-27 View
Raymond James & Associates, Inc. — partner Underwriter representative for the Initial Public Offering 2023-10-27 View
Bayou City Energy Management, LLC — partner Contributor of Mach Companies membership interests to the Partnership 2023-10-27 View
BCE-Mach Aggregator LLC — partner Entity receiving Mach Companies membership interests from BCE 2023-10-27 View
Mach Resources LLC — partner Contributor of Mach Companies membership interests and provider of management services 2023-10-27 View
WCT Resources LLC — partner Owner of Mach Resources LLC 2023-10-27 View

Mentioned As Counterparty

1 mentions

Other companies that named MNR in their SEC 8-K filings.

Filed By Relationship Summary Filing Date SEC
HGTXU HUGOTON ROYALTY TRUST target Acquired XTO's interest in the assets underlying the Trust and assumed operatorship obligations. 2025-05-01 View
Recent 8-K Filings (20)
Filing Date Description Type SEC
2026-08-06 Earnings Release; Regulation FD; Exhibits View
2026-05-22 Other Events; Exhibits View
2026-05-07 Earnings Release; Regulation FD; Exhibits View
2026-04-08 Other Events; Exhibits View
2026-04-06 Exhibits View
2026-03-12 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-12-17 Departure/Election of Directors; Appointment of Officers View
2025-12-10 Financial Statements and Exhibits View
2025-11-06 Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex View
2025-09-19 Completion of Acquisition or Disposition of Assets; Financial Statements and Exhibits Acquisition View
2025-09-17 Entry into Material Definitive Agreement; Completion of Acquisition or Disposition of Assets; Creati Agreement Acquisition View
2025-08-07 Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex View
2025-07-10 Entry into Material Definitive Agreement; Unregistered Sales of Equity Securities; Regulation FD Dis Agreement View
2025-06-11 Regulation FD Disclosure View
2025-05-08 Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex View
2025-03-13 Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex View
2025-02-27 Entry into Material Definitive Agreement; Termination of Material Definitive Agreement; Creation of Agreement View
2025-02-07 Entry into Material Definitive Agreement; Financial Statements and Exhibits Agreement View
2025-02-05 Results of Operations and Financial Condition; Other Events; Financial Statements and Exhibits View
2024-11-12 Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex View
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text. Covers 2021–2026. View on SEC EDGAR

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms