SCHEDULE 13G/A: Yorktown Energy Partners XI Reports Significant 22.18% Stake in Aris Water Solutions, Inc.

Yorktown Energy Partners XI, L.P. and its affiliates have reported a beneficial ownership of 22.18% in Aris Water Solutions, Inc.'s Class A common stock, totaling 9,304,608 shares.

Summary

• The filing is an Amendment No. 1 to Schedule 13G, reporting beneficial ownership in Aris Water Solutions, Inc.
• The reporting persons are Yorktown Energy Partners XI, L.P., Yorktown XI Company LP, and Yorktown XI Associates LLC, all organized under the laws of Delaware.
• The reported securities are Class A common stock, par value $0.01 per share, of Aris Water Solutions, Inc.
• The aggregate amount beneficially owned by each reporting person is 9,304,608 shares.
• This ownership represents 22.18% of the Class A common stock outstanding.
• The beneficial ownership includes 9,304,608 shares of Class B common stock and 9,304,608 membership interests (Solaris LLC Units) in Solaris Midstream Holdings, LLC, which are exchangeable for Class A Common Stock on a one-for-one basis.
• The percentage of class is calculated based on 32,641,526 shares of Class A Common Stock outstanding as of May 5, 2025, as reported in the Issuer's Form 10-Q filed on May 7, 2025, plus the 9,304,608 exchangeable shares.
• Yorktown Energy Partners XI, L.P. holds sole voting power and sole dispositive power over all 9,304,608 shares.
• Yorktown XI Company and Yorktown XI Associates, as general partners, may be deemed to have power to vote or dispose of the shares owned by Yorktown XI, but disclaim beneficial ownership in excess of their pecuniary interests.

Sentiment

Score: 7

Explanation: The filing of a Schedule 13G by a significant institutional investor like Yorktown Energy Partners XI, maintaining a substantial stake, generally indicates a positive long-term view on the company's prospects. While it's a mandatory disclosure and not an active endorsement, the continued large ownership is a vote of confidence.

Future Outlook

NA

Industry Context

This filing indicates a significant, continued investment by Yorktown Energy Partners XI in Aris Water Solutions, Inc., a company operating in the water management sector, primarily serving the energy industry. Such a substantial stake by a private equity firm specializing in energy suggests confidence in the long-term prospects of Aris Water Solutions within the broader energy and water infrastructure landscape.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional ownership stake by Yorktown Energy Partners XI may influence investor perception and confidence in Aris Water Solutions, Inc.

Key Dates

Keywords

Aris Water Solutions, Yorktown Energy Partners, Schedule 13G, Beneficial Ownership, Class A Common Stock, SEC Filing, Institutional Investor, Water Solutions, Energy Sector, Equity Stake