SCHEDULE: Bluescape Group Maintains 11.9% Stake in Riley Exploration

Sentiment:

Schedule 13D Amendment


Bluescape Energy Partners and affiliated entities reaffirm their significant 11.9% beneficial ownership in Riley Exploration Permian, Inc. through an updated Schedule 13D filing.

Summary

  • This is Amendment No. 9 to the Schedule 13D for Riley Exploration Permian, Inc.
  • The Reporting Persons, including Bluescape Riley Exploration Holdings LLC, Bluescape Energy Recapitalization & Restructuring Fund III LP, Bluescape Energy Partners III GP LLC, Bluescape Resources GP Holdings LLC, Bluescape Resources Co LLC, and C. John Wilder, Jr., collectively beneficially own 2,559,053 shares of Common Stock.
  • This represents approximately 11.9% of the total 21,567,428 shares of Common Stock outstanding as of March 2, 2026.
  • The Reporting Persons are primarily involved in investing in private oil and gas assets.
  • C. John Wilder, Jr. serves as the Executive Chairman of Bluescape Resources and holds ultimate authority over its affairs.
  • All reported transactions in the past sixty days were open market transactions.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive update, as it confirms a significant, stable ownership stake by an experienced energy investment group, which can provide long-term stability and potential strategic guidance, without indicating any immediate negative developments.

Positives

  • The continued significant stake by Bluescape Energy Partners, an investment group specializing in oil and gas assets, could signal confidence in Riley Exploration Permian, Inc.'s long-term value.

Future Outlook

The filing does not contain any forward-looking statements or guidance regarding Riley Exploration Permian, Inc.'s future performance or operations.

Industry Context

StockSavvy.ai notes that a significant ownership stake by an experienced energy investment group like Bluescape Energy Partners in an oil and gas exploration company such as Riley Exploration Permian, Inc. can often signal potential for strategic operational or financial changes, or simply a long-term value investment thesis within the Permian Basin, a key U.S. shale play.

Stakeholder Impact

  • Shareholders: The continued significant ownership by Bluescape Energy Partners may provide a degree of stability and potential for strategic influence, which could be viewed positively by other shareholders.
  • Management: The presence of a large, active investor group could lead to increased scrutiny or collaboration on strategic decisions.

Key Dates

DateDescription
2021-03-08Original Schedule 13D filed with the SEC.
2021-04-09Amendment No. 1 to Schedule 13D filed.
2021-04-14Amendment No. 2 to Schedule 13D filed.
2024-04-10Amendment No. 3 to Schedule 13D filed.
2025-12-05Amendment No. 4 to Schedule 13D filed.
2026-01-23Amendment No. 5 to Schedule 13D filed.
2026-01-30Amendment No. 6 to Schedule 13D filed.
2026-02-05Amendment No. 7 to Schedule 13D filed.
2026-02-10Amendment No. 8 to Schedule 13D filed.
2026-03-02Date as of which 21,567,428 shares of Common Stock were outstanding, as reported in the Issuer's Form 10-K.
2026-03-04Date Issuer filed Form 10-K with the SEC.
2026-03-05Date of event requiring filing of this Amendment No. 9 to Schedule 13D.

Recommendation

hold

The filing primarily updates beneficial ownership information, confirming a substantial stake by Bluescape Energy Partners. While this indicates continued investor confidence from a specialized energy group, it does not provide new operational or financial data to warrant a 'buy' or 'sell' recommendation. A 'hold' is appropriate as investors await further operational updates or strategic moves from either the company or the significant shareholder.

Keywords

Riley Exploration Permian, Bluescape Energy Partners, Schedule 13D, Beneficial Ownership, Oil and Gas, Energy Investment, C. John Wilder Jr., Common Stock, SEC Filing

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