Infinity Natural Resources SEC Filings

INFINITY NATURAL RESOURCES, INC. director and ten percent owner William J. Quinn reported an open-market purchase of 10,503 shares of Class A Common Stock at $13.2000 per share. After this trade, he directly holds 10,503 shares.

The filing also lists 28,894,732 Class A Common shares indirectly held through several Pearl Energy investment vehicles controlled by Quinn. The footnotes state that the reporting persons disclaim beneficial ownership of these indirectly held securities except to the extent of their pecuniary interest.

INFINITY NATURAL RESOURCES, INC. director Scott Gieselman reported indirect open‑market purchases of the company’s Class A common stock through CMR Family Investments LLC. On June 2, CMR Family Investments LLC bought 13,430 shares at a weighted average price of $13.353 per share, in multiple trades between $13.36 and $13.50. On June 3, it bought 670 additional shares at a weighted average price of $13.441 per share, with individual prices between $13.11 and $13.48. Following these transactions, CMR Family Investments LLC held 85,000 shares, while Gieselman also held 13,929 shares directly. He may be deemed to share beneficial ownership of the LLC-held shares but disclaims beneficial ownership beyond his pecuniary interest.

INFINITY NATURAL RESOURCES, INC. director-associated entity CMR Family Investments LLC reported open-market purchases of Class A Common Stock. The LLC bought 20,900 shares across two transactions, with 900 shares at a weighted average price of $14.34 per share and 20,000 shares at a weighted average price of $14.103 per share, within disclosed price ranges.

After these transactions, indirect holdings through CMR Family Investments LLC were 70,900 Class A shares, while Scott Gieselman also held 13,929 Class A shares directly. Footnotes state he may be deemed to share beneficial ownership of the LLC-held securities, subject to his pecuniary interest.

Infinity Natural Resources, Inc. reported sharply higher scale in Q1 2026 after closing the Antero Acquisition. Total revenues rose to $154.9 million from $85.2 million, driven mainly by oil, gas and NGL sales, while operating income improved to $65.3 million from a prior operating loss.

The company still recorded a net loss attributable to Infinity Natural Resources, Inc. of $1.9 million, or $0.28 per basic and diluted share, significantly narrower than the prior-year loss. Net cash from operating activities was $58.4 million, supporting a major expansion of the asset base.

Infinity completed its 60% share of the Antero Acquisition for preliminary consideration of about $683.9 million, funded through its expanded Credit Facility and issuance of $350.0 million of Series A Preferred Stock. It also issued $550.0 million of 7.625% senior notes due 2031, lifting long-term debt to $537.6 million and total assets to about $2.1 billion.

Infinity Natural Resources reported strong growth in first quarter 2026 as it scales its Appalachian footprint. Revenue rose to $154.9 million from $85.2 million a year earlier, driven by higher production and new midstream activity. Total net daily production increased 88% to 299.3 MMcfe/d, while natural gas net production grew 169% versus first quarter 2025.

The company completed a transformative $1.2 billion acquisition of upstream and midstream assets from Antero entities in Ohio and increased its working interest in Pennsylvania. It also closed a $550 million offering of 7.625% senior notes due 2031 and secured a $350 million strategic equity investment from Quantum Capital Group and Carnelian Energy Capital.

Infinity narrowed its net loss to $6.3 million, or $0.28 per Class A share, compared with a $2.27 loss per share a year earlier. Adjusted EBITDAX rose 70% to $97.3 million, with an Adjusted EBITDAX margin of $3.61 per Mcfe. Net cash from operating activities was $58.4 million, while development capital expenditures totaled $111.5 million within $122.6 million of total capital spending.

As of March 31, 2026, the company reported net debt of $477.0 million and total liquidity of $928.8 million, including $72.98 million of cash and $855.8 million of undrawn revolver capacity. Management reaffirmed 2026 development capital guidance of $450–$500 million and projected 2026 net production between 345 and 375 MMcfe/d.

Franklin Resources, Inc. and related advisors report beneficial ownership of 1,879,636 shares of Class A common stock, equal to 10.0% of the class. The filing states that Franklin Advisers, Inc. holds sole voting and dispositive power over 1,878,044 shares. The filing notes that the holdings are held on behalf of investment management clients, including Franklin Small Cap Growth Fund which holds 1,176,185 shares (6.3%).

The submission is a joint filing by Franklin Resources, Charles B. Johnson, Rupert H. Johnson, Jr., and Franklin Advisers, Inc., and includes limited powers of attorney authorizing specified FRI personnel to file Section 13/16 reports.

Etineles Holdings V, LLC and affiliated Carnelian entities report their ownership stake in Infinity Natural Resources through common and convertible preferred shares. Etineles directly holds 1,734 shares of Class A Common Stock and 75,000 shares of Series A Convertible Preferred Stock at an Initial Liquidation Preference of $1,000 per share. The Series A Preferred is convertible at the holder’s option into Class A Common Stock at a conversion price of $21.39 per share, representing 3,506,311 underlying common shares upon full conversion. The filing notes that various Carnelian-related entities and Tomas Ackerman and Daniel Goodman may be deemed beneficial owners of the shares held by Etineles but each disclaims beneficial ownership except to the extent of any pecuniary interest.

Infinity Natural Resources, Inc. reported a joint Schedule 13G/A disclosing institutional holdings by American Century entities and Stowers Institute as beneficial owners of Class A Common Stock. The filing lists specific share counts and corresponding percentages of the class for each reporting entity.