13FPulse
IN

INR INFINITY NATURAL RESOUR-CL A

2026Q2 · CUSIP 456941103 · Sector: Energy

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
126
Institutions that reported holding it to the SEC
Net decrease in holders
9
Last quarter 135 → now 126
How unusual is that
Bottom 20%
Stronger than only 14% of US stocks
What the filings say, in one paragraph

126 funds held INR at the end of 2026Q2, down 9 from the quarter before. Buying is stronger than only 14.2% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $426M(YoY +45.0%), the P/E is 5.5x, return on equity is 25.8%. INR has had 1 buying rushes in its history. It sits in the Energy sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2025Q2: holders=99 2025Q3: holders=100 2025Q4: holders=118 2026Q1: holders=135 2026Q2: holders=126 -18 -9 +0 +9 +18 89116142 25Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 1 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
65
Change in large funds
-8
Total value they hold
$248M
Funds buying for the first time
24
Funds that sold out entirely
33
Price change that quarter
-0.8%
Funds holding puts (bearish)
1
Funds holding calls (bullish)
1

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
5.5
EPS (TTM)
$2.88
EPS YoY
Revenue (TTM)
$0.4B
Revenue YoY
+45.0%
Net margin
10.9%
ROE
25.8%
Debt ratio
36.2%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2024-06-30: EPS 0.00 2024-09-30: EPS 0.00 2025-03-31: EPS -2.27 2025-06-30: EPS 1.18 2025-09-30: EPS 0.65 2025-12-31: EPS 1.33 2026-03-31: EPS -0.28 0M 77M 155M $M -2.50 -0.52 1.46 202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
5 12 19 20252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-03-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.