{"filings":[{"id":609880,"accession_number":"0001213900-26-060586","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2026-05-22T20:18:41+00:00","items":["8.01","9.01"],"status":"ready","headline":"Mach Natural Resources registers $100M common unit at-the-market offering to repay debt","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Up to $100M of common units may be sold via ATM offering using Morgan Stanley as agent.","Agent commission set at 2.5% of gross sales price; Company may suspend or terminate at any time.","Net proceeds intended to repay term loan borrowings under Feb 2025 credit agreement and for general purposes.","Sales will occur under effective S-3 registration statements filed Nov 2024 and Sep 2025.","No obligation to sell any units; offering is at-the-market on NYSE or in negotiated transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97046,"accession_number":"0001213900-26-053364","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Mach Natural Resources Q1 net loss $35M; Adj EBITDA $195M; declares $0.64 distribution","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $35M, adjusted EBITDA of $195M, total revenue $286M for Q1 2026.","Realized prices: oil $69.73/bbl, natural gas $2.74/Mcf, NGLs $23.75/bbl (excl. derivatives).","Production 158 Mboe/d (16% oil, 70% gas, 14% NGLs); development costs $75M, reinvestment rate 41%.","Declared quarterly distribution of $0.64/common unit, payable June 4, 2026 to holders of record May 21, 2026.","Capital shift: paused Deep Anadarko drilling, restarting oil-weighted Oswego program; spud first operated Mancos Shale well."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":285925000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97045,"accession_number":"0001213900-26-041485","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2026-04-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Selling unitholders close secondary offering of 9M common units; CEO participates","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Selling unitholders sold 9,000,000 common units; underwriter has 30-day option for 1,350,000 additional units.","CEO Tom L. Ward purchased 153,256 common units in the offering at the public offering price.","Company received no proceeds from the offering; all proceeds go to selling unitholders.","Underwriting agreement includes customary representations, warranties, and indemnification provisions.","Offering closed on April 8, 2026; Morgan Stanley acted as underwriter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97044,"accession_number":"0001213900-26-040477","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2026-04-06T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Mach Natural Resources files pro forma for 2025 acquisitions; combined revenue $1.56B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total pro forma revenue of $1,556.8M and net income of $157.5M for year ended Dec 31, 2025.","IKAV Acquisition for $759.6M ($349.8M cash + 30.6M units valued at $409.9M); Sabinal for $448.0M ($194.1M cash + 19.0M units valued at $253.9M).","Pro forma combined proved reserves of 704.7 MMboe as of Dec 31, 2025 (544.4 MMboe developed).","Pro forma basic EPS $0.95; diluted EPS $0.94; weighted average units 166.7M.","Credit facility amended: $700M borrowing base, $450M term loan at SOFR + 4.00%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111498,"accession_number":"0001213900-26-027040","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Mach Natural Resources reports 109% increase in proved reserves to 705 MMBoe; Q4 distribution up 96%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total proved reserves 705 MMBoe (PV-10 $3.1B), up 109% from prior year.","Q4 2025 net income $73M, Adjusted EBITDA $187M; full-year net income $143M, Adjusted EBITDA $593M.","Q4 2025 cash distribution $0.53/unit, a 96% increase from Q3; total 2025 distributions $244M.","2026 capex guidance $315M-$360M, production 150-157 MBoe/d; reinvestment rate ≤50%.","Completed $1.3B in Permian and San Juan basin acquisitions during 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128125,"accession_number":"0001213900-25-122784","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2025-12-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Mach Natural Resources director Keating resigns; Burn appointed to board, audit, conflicts committees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Francis A. Keating II resigned as director and from Audit and Conflicts Committees on Dec 15, 2025; not due to any disagreement.","Christopher J. Burn appointed as director, Audit Committee, and Conflicts Committee, effective Dec 15, 2025.","Burn previously served as consultant at Goshen Investments, CIO of Diana Davis Spencer Foundation, and global head at Archegos Capital.","Burn receives standard indemnification and a $150,000 phantom unit award, issuable Jan 1, 2026, vesting Jan 1, 2027.","Board affirmatively determined Burn is an independent director under NYSE listing standards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128124,"accession_number":"0001213900-25-120074","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2025-12-10T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Mach Natural Resources pro forma net income $99.7M on $1.17B revenue for 9M2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IKAV Acquisition (San Juan Basin) closed Sept 16, 2025 for $759.6M ($349.8M cash + 30.6M units at $13.39).","Sabinal Acquisition (Permian Basin) closed same day for $456.2M ($199.3M cash + 19.2M units at $13.39).","Pro forma combined 9M2025 revenue $1.17B, net income $99.7M vs. historical $787.8M/$69.9M.","Pro forma diluted EPS $0.59; weighted average units 168.9M vs. historical 119.1M.","Credit agreement amended: borrowing base +$700M, $450M term loan at SOFR + 4.00%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128123,"accession_number":"0001213900-25-107263","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Mach Natural Resources Q3 net loss $36M, distributes $0.27/unit, cuts 2026 capex 18%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $36M on revenue of $273M; Adjusted EBITDA $124M.","Average production 94.0 Mboe/d; declared $0.27/unit distribution payable Dec 4, record Nov 20.","Reduces 2026 drilling and completion capex by $63M (18%) while maintaining prior production guidance.","Closed Permian and San Juan Basin acquisitions on Sep 16, contributing ~2 weeks of operations.","Deep Anadarko pad delivered >40 MMcf/d; first five Mancos wells >100 MMcf/d combined."],"consensus_eps_estimate":null,"consensus_eps_actual":0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":787847000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144906,"accession_number":"0001213900-25-089573","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K/A","filed_at":"2025-09-19T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Mach Natural Resources LP amends 8-K to correct IKAV Assets purchase price to $758.9M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Corrected purchase price for IKAV Assets: $758.9M ($349M cash + 30,611,264 common units), net of adjustments.","Acquired Permian Basin properties from Sabinal Energy Operating and 100% of SIMCOE LLC and Simlog LLC.","Filed audited/unaudited financial statements of Sabinal, SJ INVESTMENT, and SIMCOE for periods ended Dec 2024 and Jun 2025.","Filed unaudited pro forma condensed combined financials of Mach as of Jun 30, 2025 and for six months then ended."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144909,"accession_number":"0001213900-25-088361","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2025-09-17T23:59:59+00:00","items":["1.01","2.01","2.03","3.02","7.01","9.01"],"status":"ready","headline":"Mach Natural Resources closes ~$1.3B Permian and San Juan acquisitions, nearly doubling production","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sabinal (Permian) acquisition: $486.6M ($207M cash + 19.2M units); IKAV (San Juan) acquisition: $770.7M ($325M cash + 30.6M units).","Credit facility amended: revolver upsized to $1.0B; new $450M term loan issued; borrowing base increased to $1.45B.","Issued ~49.8M common units to sellers; total units outstanding ~168M post-closing.","Company provided updated guidance for Q3/Q4 2025 and full-year 2026, expecting to nearly double production."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144908,"accession_number":"0001213900-25-073102","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Mach Natural Resources Q2 net income $90M, declares $0.38 distribution; $1.3B Permian/San Juan deals to close Q3","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $90M, Adjusted EBITDA $122M; total revenue $289M.","Average net production 83.6 Mboe/d; oil 19.3 Mbbl/d.","Quarterly cash distribution $0.38/unit, payable Sept 4 to holders of record Aug 21.","Announced two accretive acquisitions for ~$1.3B (Permian Basin and San Juan Basin) expected to close in Q3 2025.","Cash balance $14M, $180M credit facility availability; net-debt-to-Adjusted-EBITDA 0.9x."],"consensus_eps_estimate":null,"consensus_eps_actual":0.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":515285000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144907,"accession_number":"0001213900-25-062838","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2025-07-10T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Mach Natural Resources to acquire Permian and San Juan assets for $1.3B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sabinal assets in Permian for $500M ($200M cash + $300M common units); IKAV San Juan assets for $787M ($325M cash + $462M common units).","Pro forma production nearly doubles to ~152 Mboe/d from 81 Mboe/d; adds ~700,000 net acres (total 2.8 million).","Transactions expected to close Q3 2025, effective April 1, 2025; immediately accretive to cash available for distribution.","Funding includes $762M in common units and $525M from cash and credit facility; borrowing base expected to expand at closing.","Revolving credit facility lenders waived certain financial covenant defaults via Letter Agreement dated July 8, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163296,"accession_number":"0001213900-25-053206","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Mach Natural Resources posts new investor presentation; no details disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["New investor presentation posted on company website on June 10, 2025.","Presentation available at www.machnr.com under Investors > News & Events.","No financial results or material updates were included in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163295,"accession_number":"0001213900-25-041065","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Mach Natural Resources reports Q1 net income $16M, declares $0.79/unit distribution","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $227M, net income $16M; Adjusted EBITDA $160M.","Production averaged 80.9 Mboe/d (24% oil); realized oil price $70.75/bbl.","Declared quarterly distribution of $0.79/unit, payable June 5, record May 22.","Closed $750M revolver; net-debt/EBITDA 0.7x; cash $8M, availability $285M.","Acquired XTO Energy assets in OK, KS, WY for $60M; reaffirmed 2025 outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":226768000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181235,"accession_number":"0001213900-25-023714","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2025-03-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Mach Natural Resources reports FY2024 net income $185M, Adj. EBITDA $601M; lowers 2025 interest expense midpoint by $22M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024: net income $37M, Adj. EBITDA $162M; production 86.7 Mboe/d; revenue $235M.","FY2024: net income $185M, Adj. EBITDA $601M; revenue $970M; paid $310M distributions ($3.20/unit).","Year-end proved reserves 337 MMBoe, PV-10 $1.9B; 25% cash return on capital invested.","Closed $30M bolt-on acquisition; $230M gross equity offering; refinanced with $750M revolver; lowered interest expense midpoint $22M.","2025 guidance: production 79-83 MBoe/d; capital $260-280M; reinvestment rate ≤50% of operating cash flow."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181234,"accession_number":"0001213900-25-018026","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["1.01","1.02","2.03","7.01","9.01"],"status":"ready","headline":"Mach Natural Resources closes new $750M reserve-based revolver, repays prior debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $750M borrowing base revolving credit facility with ten banks; Truist Bank as admin agent; matures Feb 27, 2029.","Interest rate: Term SOFR +3.00%-4.00% or base rate +2.00%-3.00%, based on borrowing base utilization.","Proceeds from new facility, recent equity offering (Feb 7, 2025), and cash on hand used to repay and terminate prior term loan and revolver.","Approximately $23M outstanding under existing MidFirst Bank revolver was repaid."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181233,"accession_number":"0001213900-25-011311","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2025-02-07T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Mach Natural Resources closes public offering of 12.9M units at $15.50, net proceeds ~$192.5M to repay debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offered 12,903,226 common units at $15.50 per unit; net proceeds approximately $192.5 million after discounts and expenses.","Proceeds to repay $23.0M outstanding under super priority credit facility and reduce term loan balance.","Affiliate Bayou City Energy Management purchased 5,161,290 units at same price; received reduced underwriting discount.","Underwriters include Stifel, Raymond James, Texas Capital Securities, and Truist Securities.","Underwriters have 30-day option to purchase up to an additional 1,935,483 units."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181232,"accession_number":"0001213900-25-010559","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Mach Natural Resources launches 12M-unit offering; prelim 2024 net income $183M-$187M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary FY2024: net income $183.3M-$187.0M, revenue $959.9M-$979.3M, Adjusted EBITDA $594.7M-$606.7M.","Public offering of 12M common units (plus 1.8M over-allotment); proceeds to repay $23M super priority facility and part of term loan.","Closed $29.8M Flycatcher acquisition (Jan 31, 2025); 9.6 MMBoe proved reserves, 60% liquids; PV-10 $67.3M (strip pricing).","New $750M credit facility (max $2B) expected to reduce annual amortization by $82.5M and interest by $38M in 2025.","At Dec 31, 2024: $176M total liquidity ($106M cash + $70M revolver availability)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198070,"accession_number":"0001213900-24-096872","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Mach Natural Resources Q3 net income $67M, Adjusted EBITDA $134M; declares $0.60/unit distribution","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $67M, revenue $256M, Adjusted EBITDA $134M; net cash from operations $111M.","Avg production 81.8 Mboe/d; LOE $5.85/Boe; capex $53M (ex-acq); YTD reinvestment rate 49%.","Q3 distribution $0.60/unit, payable Dec 10, record Nov 26.","Cash $185M, net-debt-to-EBITDA 0.9x; public offering net proceeds $129M used for acquisitions.","2025 outlook provided; details on company website."],"consensus_eps_estimate":null,"consensus_eps_actual":1.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":734685000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214216,"accession_number":"0001213900-24-076936","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2024-09-09T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Mach Natural Resources LP completes $112.9M public offering of 7.27M units at $16.50/unit","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold 7,272,728 common units at $16.50 each; net proceeds of approximately $112.9 million.","Underwriters granted 30-day option to purchase up to an additional 1,090,909 units.","Proceeds to fund planned acquisitions in Ardmore Basin and Western Kansas plus general purposes.","Offering underwritten by Raymond James, Stifel, and Truist Securities; closed September 9, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214215,"accession_number":"0001213900-24-075338","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2024-09-04T23:59:59+00:00","items":["2.01","9.01","8.01"],"status":"ready","headline":"Mach Natural Resources launches public offering of 7.85M common units for acquisitions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offering of 7,853,403 common units; underwriters option for additional 1,178,010 units.","Net proceeds to fund pending acquisitions in Ardmore Basin (OK) and Anadarko Basin (KS/OK).","Raymond James, Stifel, and Truist Securities are joint book-running managers.","Registration statement filed with SEC on Sept 4, 2024; not yet effective.","Ticker MNR trades on NYSE."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214214,"accession_number":"0001213900-24-074521","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2024-08-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Mach Natural Resources secures $75M additional term loans to fund Chief Acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Up to $75M in Additional Loans under first amendment to term loan credit agreement.","Proceeds to partially fund Chief Acquisition of assets from Crescent Gladiator LLC.","Revolving credit borrowing base reaffirmed at $75M.","Additional Loans require closing of Chief Acquisition and other conditions.","Existing term loans outstanding $804.375M as of before amendment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214213,"accession_number":"0001213900-24-068405","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2024-08-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Mach Natural Resources Q2 net income $39.5M; declares $0.90/unit distribution; cuts 2024 capex 15%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $39.5M ($0.42/unit) on $240M revenue; Q2 2023 net income was $77.8M on $166.9M revenue.","Declares $0.90/unit quarterly distribution, payable Sep 10 to holders of record Aug 27.","Average production 89.3 Mboe/d (20.9 MBbl/d oil) above high-end guidance; LOE $5.72/Boe below low-end.","2024 capex guidance midpoint cut 15% to $215-240M; rig count reduced from 2 to 1 in Oswego.","Divested Western Anadarko acreage for $38M; cash balance $145M, net-debt-to-EBITDA 0.9x."],"consensus_eps_estimate":null,"consensus_eps_actual":0.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":479149000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233454,"accession_number":"0001213900-24-052242","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2024-06-13T23:59:59+00:00","items":["3.03","5.03","9.01"],"status":"ready","headline":"Mach Natural Resources extends distribution payment deadline from 60 to 90 days","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment to partnership agreement approved by holders representing ~86.2% of common units, controlled by CEO Tom L. Ward.","Effective June 13, 2024; quarterly distribution deadline extended to 90 days after quarter-end.","Material modification to unitholder rights under Item 3.03."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233453,"accession_number":"0001213900-24-042506","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2024-05-14T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Mach Natural Resources Q1 2024 net income $42M; declares $0.75/unit distribution","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $42 million on revenue of $239 million; adjusted EBITDA of $169 million.","Average production 89.0 Mboe/d (23% oil); lease operating expense $5.03/Boe below guidance.","Declared quarterly cash distribution of $0.75 per unit, payable June 10, 2024, record May 28, 2024.","Reaffirmed full-year 2024 operational and financial guidance.","Pro forma net-debt-to-adjusted-EBITDA ratio of 0.9x; cash balance $151 million."],"consensus_eps_estimate":null,"consensus_eps_actual":0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":239155000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233452,"accession_number":"0001213900-24-041300","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"EVP Daniel Reineke departs Mach Natural Resources; severance includes $760K and accelerated vesting of phantom units","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Daniel Reineke resigned as EVP Business Development effective April 19, 2024; receives $760,000 lump sum.","68,755 phantom units under 2023 LTIP fully vest as of resignation date.","Reineke signed general release of claims and restrictive covenants; repayment if breached within one year.","Board adopted Executive Change in Control and Severance Plan; Tom Ward (Tier 1) and Kevin White (Tier 2) designated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233451,"accession_number":"0001213900-24-032026","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2024-04-11T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Mach Natural Resources EVP Business Development Daniel Reineke resigns effective April 19, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Daniel T. Reineke Jr., EVP Business Development, resigns effective close of business on April 19, 2024.","Resignation not due to any disagreement with the Partnership or its officers.","No successor has been announced as of the filing date.","The General Partner expressed gratitude for Reineke's service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233450,"accession_number":"0001213900-24-028235","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K","filed_at":"2024-04-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Mach Natural Resources reports 2023 revenue $762M, net income $347M; first distribution $0.95/unit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year 2023 average production 50,440 Boe/d (29% oil, 54% gas, 17% NGLs); total revenue $762M, net income $347M.","Adjusted EBITDA $450M; net cash from operations $492M; year-end proved reserves 345,650 MBoe with PV-10 $2.577B.","Closed $815M acquisition of Paloma assets on Dec 28, 2023; completed IPO of 10M units at $19.00 on Oct 27, 2023.","Declared first quarterly distribution of $0.95 per common unit paid March 14, 2024; reaffirmed 2024 guidance with capex $250-275M.","Derivative hedges in place: oil swaps ~$73/Bbl for 2024, nat gas swaps ~$3.2/Mmbtu; target leverage <1x net debt/Adjusted EBITDA."],"consensus_eps_estimate":null,"consensus_eps_actual":0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":239155000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":251532,"accession_number":"0001213900-24-021847","cik":1980088,"company_name":"MACH NATURAL RESOURCES LP","ticker":"MNR","form_type":"8-K/A","filed_at":"2024-03-12T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Mach Natural files Paloma audited financials for Dec 2022 acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Paloma total assets $973.3M (Dec 2022), up from $775.3M Dec 2021.","Paloma 2022 total revenue $349.0M (crude $199.7M, nat gas $122.8M, NGL $93.2M); net income $200.8M.","Paloma long-term debt $175M as of Dec 2022 vs $105M Dec 2021; members' equity $676.6M.","Acquisition closed Dec 28, 2023; Paloma properties in Blaine, Caddo, Canadian, Custer, Dewey, Grady, Kingfisher, McClain Counties, OK.","Pro forma combined unaudited financials filed for Sep 30, 2023 and year ended Dec 31, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2249998779.8041043,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}