Mach Natural Resources Lp (MNR)Kayne Anderson Capital Advisors LP opened a new position $253M

19.2M

Shares reported

5.5%

Disclosed portfolio weight

$253M

Reported value

Holdings as of

Sep 30, 2025

Filed

Nov 10, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Sep 12, 2025Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and signed an important agreement (and 3 more items)“The disclosure set forth in the “Introductory Note” above is incorporated into this Item 2.01 by reference. Sabinal Acquisition The Sabinal Acquisition closed on September 16, 2025.”
2. Sep 12, 2025Company filing · Form 8-K · Acquisition or saleCompleted buying or selling a business or assets“This Amendment amends Item 2.01 of the Original Report to correct the purchase price for the IKAV Assets to $758.9 million, which was comprised of (i) cash in the amount of $349.0 million and (ii) 30,611,264 Common Units, net of preliminary and customary purchase price adjustments and subject to final post-closing settlement.”
3. Nov 6, 2025Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

What came next

1. Dec 15, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On December 15, 2025, Francis A. Keating II resigned, effective immediately, as a director of the board of the directors (“Board”) of Mach Natural Resources GP LLC, a Delaware limited liability company (the “General Partner”), the general partner of Mach Natural Resources LP, a Delaware limited partnership (the “Partnership”), and as a member of the Audit Committee and the Conflicts Committee of the Board.”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Mach Natural Resources Lp

For Mach Natural Resources Lp, OQRO holds 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MNR page.

How this filing works

• SEC Form 13F

Other disclosures at Mach Natural Resources Lp

• SEC Form 13F-HRAug 11, 2026
• SEC Form 13F-HRMay 11, 2026
• SEC Form 4Aug 12, 2025
• SEC Form 4Jun 17, 2025
• SEC Form 4Jun 17, 2025
• SEC Form 4Jun 12, 2025

Everything OQRO holds on this company is on its MNR page.