Clear Street Derivatives LLC reported MACH NATURAL RESOURCES LP (MNR) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q2. Peak portfolio weight reached 60.05% in 2025 Q2. The latest visible filing shows MNR at 60.05% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clear Street Derivatives LLC's position in MACH NATURAL RESOURCES LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
MNR was reported at 60.05% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
As of 2026 Q1 — sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
Clear Street Derivatives LLC reported MNR across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q2.
The largest reported portfolio weight for MNR was 60.05% in 2025 Q2.
The most recent filing on this page is 2025 Q2, when Clear Street Derivatives LLC reported 515,555 shares, equal to 60.05% of portfolio, with an estimated market value of $7.44B.
The chart compares Clear Street Derivatives LLC's quarterly MNR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.
Based on 13F filing dates vs. subsequent MNR price moves, Clear Street Derivatives LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on MNR relative to SPY over the holding period was -13.3%.