Mach Natural Resources LP
boothcheck covers Mach Natural Resources LP (MNR) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
• Mach Natural Resources is a Mid-Continent oil and gas producer structured as a partnership built to pay out cash: it declared a $0.64 per-unit distribution for the first quarter and produced 158 thousand barrels of oil equivalent per day, weighted 70% to natural gas. [Source: Mach Q1 2026 results, May 2026] • The model is high cash return funded by keeping reinvestment low, with the company aiming to hold reinvestment below 50% of operating cash flow, so the distribution rather than production
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62 institutional managers reported holding MNR in 13F filings for the quarter ended 2026-03-31. Together they hold about 17% of the company; the top 10 hold 16%. 13 opened new positions that quarter. Held by Morgan Stanley, Goldman Sachs, Franklin Resources, among others. On the short side, 481k shares were sold short as of the 2026-06-15 count, about 0.3% of shares outstanding (1.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at MNR over the trailing three years: 2024: 6 buys totaling $13.75M; 2025: 14 buys totaling $90.02M; 2026: 5 buys totaling $157k. 8 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
MNR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-12-08 | -1.2% | +3.3% |
| 2024-04-02 | +0.3% | -1.1% |
| 2024-05-14 | +0.5% | -0.3% |
| 2024-08-14 | +7.2% | -17.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
MNR's latest 8-K filings: 2026-08-06 (items 2.02, 7.01, 9.01); 2026-05-22 (items 8.01, 9.01); 2026-05-07 (items 2.02, 7.01, 9.01); 2026-04-08 (items 8.01, 9.01); 2026-04-06 (items 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.