Mach Natural Resources (MNR)

• Market cap: $1.68B
• 1 day: -0.28%
• 5 days: 2.52%
• 1 month: -8.61%
• 3 months: 5.33%
• 6 months: -4.18%
• Year to date: -16.64%
• 1 year: -25.46%
• 5 years: -22.41%
• 10 years: -22.41%
• Sector: Energy
• Industry: Oil & Gas Exploration & Production

About: Mach Natural Resources LP is an independent upstream oil and gas company. The company is focused on the acquisition, development and production of oil, natural gas, and NGL reserves in the Anadarko Basin region of Western Oklahoma, Southern Kansas, and the panhandle of Texas.

Employees: 505

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

10% more funds holding

Funds holding: 50 [Q1] → 55 (+5) [Q2]

2.26% less ownership

Funds ownership: 12.76% [Q1] → 10.5% (-2.26%) [Q2]

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

23% less capital invested

Capital invested by funds: $233M [Q1] → $180M (-$53.1M) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $18
• Avg. target: $20
• High target: $22

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Keybanc Tim Rezvan	26% upside $18	Overweight Initiated	27 Aug 2025
Raymond James John Freeman	54% upside $22	Strong Buy Maintained	14 Jul 2025