MACH NATURAL RESOURCES LP(MNR)Stock Analysis
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Rank #491 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
MNR Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for MACH NATURAL RESOURCES LP (MNR), a Energy sector company. 13F Pro's AI-powered ranking engine scores MNR at 65.3/100 on a 32-signal composite quality model, placing it at rank #491 of 2,961 stocks — the top 25% of the AI-ranked universe. MNR scores in the top quartile across free cash flow (91.5), earnings quality (89.7), revenue growth (86.8). Areas of concern include institutional flow (15.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), MACH NATURAL RESOURCES LP reports quarterly revenue of $406.0M, net income of $98.2M. Top institutional holders of MNR by reported 13-F value include KAYNE ANDERSON CAPITAL ADVISORS, AMERICAN CENTURY COMPANIES, MORGAN STANLEY, based on the most recent SEC filings. MNR trades on the NYSE exchange and files with the SEC under CIK 1980088. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MNR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MACH NATURAL RESOURCES LP directly from SEC EDGAR. MACH NATURAL RESOURCES LP's 13F Pro composite quality score has ranged between 60 and 78 since 2024, currently 65.3 — a stable long-term trajectory across 55 quarterly and live scoring snapshots.
What's Driving MNR's Business? Latest 10-Q Breakdown
AI-extracted from MACH NATURAL RESOURCES LP's 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue surged 41% to $406M on 78% production growth from IKAV and Sabinal acquisitions, though net income rose only 10% to $98M due to derivative losses.
Biggest Revenue Drivers
78% production increase driven by IKAV and Sabinal acquisitions; oil prices +51%, natural gas prices -31%, NGL prices +29%.
Realized losses of $24.6M offset by unrealized gains of $40.7M; prior year had higher unrealized gains.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$406.0M
Net Income
Q2 2026
$98.2M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+21.2% YoYNet Income
-22.8% YoYOperating Income
-15.8% YoYEPS (Diluted)
-42.6% YoYTotal Assets
+61.5% YoYTotal Debt
+52.3% YoYOp. Cash Flow
+0.3% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Revenue | $1.18B +21.2% | $969.6M +27.2% | $762.3M -18.7% | $937.4M +138.8% | $392.5M |
| Net Income | $143.0M -22.8% | $185.2M +170.3% | $68.5M -86.7% | $516.8M +273.5% | $138.4M |
| Operating Income | $244.9M -15.8% | $291.0M -19.0% | $359.1M -31.2% | $522.4M +236.1% | $155.4M |
| EPS (Diluted) | $1.09 -42.6% | $1.90 +163.9% | $0.72 | — | — |
| Total Assets | $3.78B +61.5% | $2.34B +1.5% | $2.30B +159.6% | $887.9M | — |
| Total Debt | $1.14B +52.3% | $751.3M -6.9% | $807.0M +850.5% | $84.9M | — |
| Operating Cash Flow | $507.0M +0.3% | $505.3M +2.8% | $491.7M -11.2% | $553.5M +178.9% | $198.5M |
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Available Research
13F Pro tracks comprehensive data for MACH NATURAL RESOURCES LP including:
Top Institutional Holders of MNR
KAYNE ANDERSON CAPITAL ADVISORS LP
$196.1M15,517,713 shAMERICAN CENTURY COMPANIES INC
$31.1M2,457,144 shMORGAN STANLEY
$24.6M1,944,485 shCIBC Bancorp USA Inc.
$7.2M572,842 shFIRST TRUST ADVISORS LP
$6.2M494,251 shRAYMOND JAMES FINANCIAL INC
$5.8M456,448 shROYCE & ASSOCIATES LP
$5.7M448,606 shPEAK6 LLC
$4.0M316,243 shFRANKLIN RESOURCES INC
$3.5M279,260 shPIN OAK INVESTMENT ADVISORS INC
$3.4M240,057 sh
| Fund | Value | Shares |
|---|---|---|
| KAYNE ANDERSON CAPITAL ADVISORS LP | $196.1M | 15,517,713 |
| AMERICAN CENTURY COMPANIES INC | $31.1M | 2,457,144 |
| MORGAN STANLEY | $24.6M | 1,944,485 |
| CIBC Bancorp USA Inc. | $7.2M | 572,842 |
| FIRST TRUST ADVISORS LP | $6.2M | 494,251 |
| RAYMOND JAMES FINANCIAL INC | $5.8M | 456,448 |
| ROYCE & ASSOCIATES LP | $5.7M | 448,606 |
| PEAK6 LLC | $4.0M | 316,243 |
| FRANKLIN RESOURCES INC | $3.5M | 279,260 |
| PIN OAK INVESTMENT ADVISORS INC | $3.4M | 240,057 |
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Popular Research
Is MNR a good stock to buy?
13F Pro's AI-powered analysis of MACH NATURAL RESOURCES LP (MNR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MNR are available on the MNR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. MNR is classified as a mid company.
Which hedge funds own MNR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MNR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MACH NATURAL RESOURCES LP's investment landscape.