SCHEDULE: Thomist Capital Discloses 7.8% Stake in Amplify Energy

Thomist Capital Management, LP, Thomist Capital, LLC, and Brian Kuzma have reported a beneficial ownership of 7.8% of Amplify Energy Corp.'s common stock as of December 31, 2025.

Summary

• Thomist Capital Management, LP, Thomist Capital, LLC, and Brian Kuzma collectively beneficially own 3,147,130 shares of Amplify Energy Corp. common stock.
• This ownership represents 7.8% of Amplify Energy Corp.'s outstanding common stock.
• The percentage is calculated based on 40,475,997 shares outstanding as of October 31, 2025, as reported in Amplify Energy's Form 10-Q.
• The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive development, as a significant stake by an institutional investor can be interpreted as a vote of confidence in Amplify Energy Corp.'s prospects, without indicating an activist intent.

Positives

• A significant institutional investor, Thomist Capital, has taken a substantial stake, potentially indicating confidence in Amplify Energy Corp.'s valuation or future prospects.

Future Outlook

This Schedule 13G filing does not contain forward-looking statements or guidance from Amplify Energy Corp. or the reporting persons regarding the issuer's future performance.

Management Comments

• The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

StockSavvy.ai notes that a significant stake by an institutional investor like Thomist Capital Management in an energy sector company such as Amplify Energy Corp. can signal a belief in the company's long-term value or a strategic play within the volatile energy market. This type of disclosure often prompts other investors to examine the underlying company's fundamentals and recent performance.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional stake may increase investor confidence and potentially influence trading activity.

Key Dates

Recommendation

The filing indicates a significant institutional stake, which is generally a positive signal. However, as a Schedule 13G, it explicitly states the shares are not held for control-influencing purposes. This suggests a passive investment, and while it implies confidence, it doesn't provide new operational or financial data to warrant a 'buy' or 'sell' recommendation. A 'hold' position is appropriate to observe future developments and the company's performance.

Keywords

Amplify Energy Corp, Thomist Capital Management, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investor, Equity Stake, Energy Sector