MNR MACH NATURAL RESOURCES LP

BEARISH Impact: 7/10 Insider Cluster (2 insiders)
Horizon days Filed Apr 8, 2026 Processed 1mo ago
Insider cluster: 2 insiders, $60.1M total
Latest settled — T+20d
MNR ▲ +8.35% at T+20d
SHORT call ✗ call lost -8.35% · α vs SPY +0.20% · entry $12.70 → $13.76
Next anchor: T+60d in 6w
Last close $14.05 (close May 22) · -10.63% from $12.70 entry (call sign-flipped)
Entry anchored
Apr 7, 03:59 PM ET
via Databento tick
T+1d
-2.76%
call +2.76% · α +3.33%
$12.35
settled 7w ago
T+5d
0.00%
call 0.00% · α +3.52%
$12.70
settled 6w ago
T+20d
+8.35%
call -8.35% · α +0.20%
$13.76
settled 19d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

A major shareholder, IKAV General Partner S.a r.l., sold $59.09M in shares at $12.81, while an insider, WARD TOM L., purchased $1M at $13.05, signaling mixed sentiment. The sell represents 2.8% of MNR's market cap, indicating material insider divestiture.

Key Financial Metrics

Direction
mixed
Total Value
$60.1M
Insiders
2

Actionable Insight

The scale of the sale by a 10% owner outweighs the smaller executive buy, suggesting profit-taking at a meaningful scale. Traders should watch for follow-on selling and assess whether this reflects broader concerns about valuation or sector outlook.

Key Facts

  • IKAV General Partner S.a r.l., a 10% owner, sold 4,612,874 shares for $59.09M at $12.81 per share.
  • WARD TOM L. purchased 76,628 shares for $999,995.40 at $13.05 per share.
  • Total cluster value: $60.09M, with $59.09M in open-market selling and $1M in buying.
  • Selling represents approximately 2.8% of MNR's $2.1B market cap.

Financial Impact

$59.09M in net selling by a major shareholder, partially offset by $1M in insider buying

insider ownershipmarket sentimentliquidity

Risk Factors

  • Concentration risk from large shareholder exits
  • Bearish signal from disproportionate selling relative to buying

Market Snapshot

Exchange
NYSE
Sector
Crude Petroleum & Natural Gas

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-MNR-1776114182537
6 reports for MNR
Performance horizon
Filters
Rows
Reports for MNR — sortable, filterable
Type Now
May 22, 2026
1d ago
8-K
BEARISH ★ 5/10
awaiting T+5
May 22, 2026
1d ago
424B5
BEARISH ★ 6/10
awaiting T+5
May 7, 2026
16d ago
8-K
MIXED ★ 5/10
$13.75 $14.32▲ +4.15%▲ +2.68%$14.05 (+2.18%)
Apr 8, 2026
6w ago
8-K
NEUTRAL ★ 5/10
$12.35 $12.98▲ +5.10%▲ +1.92%$14.05 (+13.77%)
Apr 8, 2026
6w ago
Insider Cluster
BEARISH ★ 7/10
$12.70 $12.70· 0.00%▲ +3.52%$14.05 (−10.63%)
Mar 19, 2026
9w ago
Insider Cluster
NEUTRAL ★ 4/10
$14.02 $14.21▲ +1.36%▲ +3.57%$14.05 (+0.21%)
Showing 6 of 6

US Market Status

Market Closed — Opens Tue (35h 12m)

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