IKAV General Partner S.a r.l. 4
4 · MACH NATURAL RESOURCES LP · Filed Apr 10, 2026
Research Summary
AI-generated summary of this filing
MNR 10% Owner IKAV General Partner Sells 5.56M Shares
What Happened
- IKAV General Partner S.a r.l., a 10% owner reporting person, sold a total of 5,557,679 common units of Mach Natural Resources LP (MNR) in two transactions on April 8, 2026. The sales were reported at $12.81 per unit: 4,612,874 units for $59,090,916 and 944,805 units for $12,102,952, for aggregate proceeds of approximately $71,193,868. Both transactions are listed as open‑market or private sales (code S). This is a disposition (sale), not a purchase.
Key Details
- Transaction dates and prices: April 8, 2026 — 4,612,874 units @ $12.81 and 944,805 units @ $12.81.
- Total shares sold: 5,557,679 units; total proceeds: ~$71.2 million.
- Shares owned after transaction: Not specified in the provided filing excerpt.
- Notable footnotes:
- The sold units were held of record by two entities (VEPU Inc. and SIMLOG Inc.) controlled through a chain of investment entities tied to IKAV General Partner; footnotes F1 and F2 explain the ownership chain.
- Reporting persons disclaim beneficial ownership except to the extent of pecuniary interest (F3) and note potential group status with a disclaimer (F4).
- Filing: Reported on Form 4 filed April 10, 2026, covering trades on April 8, 2026 (no indication in the excerpt that the filing was late).
Context
- This filing reflects institutional/affiliate selling from a 10% owner structure rather than an individual executive's personal trade. Such dispositions can be routine (portfolio rebalancing or other institutional reasons); the filing itself does not state the sellers’ motivations.
Insider Transaction Report
Form 4
IKAV General Partner S.a r.l.
10% Owner
Transactions
- Sale
Common Units
[F1][F3][F4]2026-04-08$12.81/sh−4,612,874$59,090,916→ 20,794,475 total(indirect: See Footnotes) - Sale
Common Units
[F2][F3][F4]2026-04-08$12.81/sh−944,805$12,102,952→ 4,259,110 total(indirect: See Footnotes)
Footnotes (4)
- [F1]These common units are held directly by VEPU Inc., which is wholly owned by IDI Investment S.a r.l., which is controlled by IKAV SICAV FIS SCA, whose general partner is IKAV General Partner S.a r.l., which is wholly owned by Institut fur Kapitalanlagen und Vesicherungslosungen GmbH, whose majority owner is Constantin von Wasserschleben. This statement is jointly filed by and on behalf each of the foregoing entities and Mr. von Wasserschleben. As such, each of the foregoing entities and Mr. von Wasserschleben may be deemed to share beneficial ownership of the securities held of record by VEPU Inc.
- [F2]These common units are held directly by SIMLOG Inc., which is wholly owned by Simlog S.a r.l., which is controlled by IKAV SICAV FIS SCA, whose general partner is IKAV General Partner S.a r.l., which is wholly owned by Institut fur Kapitalanlagen und Vesicherungslosungen GmbH, whose majority owner is Mr. von Wasserschleben. This statement is jointly filed by and on behalf each of the foregoing entities and Mr. von Wasserschleben. As such, each of the foregoing entities and Mr. von Wasserschleben may be deemed to share beneficial ownership of the securities held of record by SIMLOG Inc.
- [F3]The reporting persons each disclaim beneficial ownership of the securities covered by this statement, except to the extent of the pecuniary interest of such reporting person in such securities. Each reporting person states that neither the filing of this statement nor anything herein shall be deemed an admission that such reporting person is, for purposes of Section 16 of the Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise, the beneficial owner of any securities covered by this statement.
- [F4]The reporting persons may be deemed to be a member of a group with respect to Mach Natural Resources LP (the "Issuer") or securities of the Issuer for purposes of Section 13(d) or 13(g) of the Exchange Act. The reporting persons declare that neither the filing of this statement nor anything herein shall be construed as an admission that such persons are, for the purposes of Section 13(d) or 13(g) of the Exchange Act or any other purpose, a member of a group with respect to the Issuer or securities of the Issuer.