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SCHEDULE 13D/A
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0001104659-26-091192
Stake: 42.20%
Shares: 142,156,718
CUSIP: 64361Q101
Class: Class A Common Stock, par value $0.000001 per share
Item 4 — Purpose of Transaction
Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Purchase Agreement On August 3, 2026, the Issuer, as parent, and Viper Energy Partners LP, as buyer, entered into a definitive purchase agreement to acquire certain mineral and royalty interests from the Reporting Persons and related subsidiaries in exchange for 3,654,979 OpCo units and an equivalent number of shares of the Issuer's Class B Common Stock, subject to transaction costs and certain customary post-closing adjustments (the "Purchase Agreement"). The Purchase Agreement is expected to close in September. The foregoing description of the Purchase Agreement does not purport to be complete and is qualified in its entirety by the full text of such agreement, which is attached as an exhibit to this Schedule 13D and incorporated herein by reference.
Cross-References
Insider Activity (last 365d)
0 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
1 13D/G filings on this issuer
0 other filings besides this one
Filer Track Record
5 filings by this filer
4 other filings in the data moat
Short Interest · settle 2026-07-15
DTC 5.07
8,630,123 shares short · -1.5% vs prior
Institutional Consensus · 2025-12-31
Held by elite portfolio managers
1 holder · $32.66M
Point72 Asset Mgmt
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