KAYNE ANDERSON CAPITAL ADVISORS LP 4

4 · MACH NATURAL RESOURCES LP · Filed Feb 11, 2026

AI-generated summary of this filing

Updated Feb 11, 2026

MNR 10% Owner Kayne Anderson Disposes 227,547 Units

What Happened

Kayne Anderson Capital Advisors L.P. (reported as a 10% owner) recorded a disposition of 227,547 Mach Natural Resources common units on 2026-02-09 at $14.56 each, totaling $3,313,084. The form lists the transaction as code J (other acquisition/disposition) — these units were delivered back to MNR under a purchase and sale agreement rather than sold on the open market.

Key Details

Transaction date and price: 2026-02-09 at $14.56 per unit (total $3,313,084).
Transaction type/code: "J" — other acquisition/disposition (delivery under PSA).
Shares/units acquired/disposed: 227,547 disposed (delivered to MNR).
Shares owned after transaction: Not specified in the provided filing excerpt.
Footnotes:
- F1: Per the purchase and sale agreement, Sabinal Energy Operating, LLC agreed to deliver 227,547 Sabinal Common Units to MNR as a final purchase-price adjustment.
- F2: The reported units are held by Sabinal Energy Operating, LLC, a portfolio company of a private fund managed by Kayne Anderson.
Filing timeliness: Report filed 2026-02-11 for a 2026-02-09 transaction (appears timely).

Context

This was an institutional disposition tied to a contractual purchase-price adjustment—not an open-market sale by a company insider. For retail investors, note that transfers under a purchase agreement are administrative adjustments and do not necessarily signal manager trading intent. Kayne Anderson here is reporting on behalf of a portfolio company, not as an individual executive.

Form 4

Period: 2026-02-09

10% Owner

Transactions

Other
Common Units
[F1][F2]
2026-02-09$14.56/sh−227,547$3,313,084→ 18,960,034 total(indirect: By LLC)

Footnotes (2)

[F1]As part of the purchase and sale agreement between Mach Natural Resources ("MNR") and Sabinal Energy Operating, LLC ("Sabinal") (the "PSA"), MNR issued Sabinal 19,187,581 Common Units (the "Sabinal Common Units"), as previously disclosed in the Form 3 filed on 9/22/25. In accordance with the final purchase price adjustment mechanics contained in the PSA, Sabinal has agreed to deliver to MNR 227,547 Sabinal Common Units.
[F2]The reported units are held by Sabinal Energy Operating, LLC, a portfolio company of a private investment fund managed by Kayne Anderson Capital Advisors, L.P.

1 file