SCHEDULE: Bluescape Group Maintains 7.2% Stake in Riley Exploration

Bluescape Energy Partners and C. John Wilder, Jr. filed Amendment No. 12 to their Schedule 13D, reporting continued beneficial ownership of 7.2% of Riley Exploration Permian, Inc.'s common stock.

Summary

• Reporting Persons, including Bluescape Riley Exploration Holdings LLC and C. John Wilder, Jr., beneficially own 1,560,000 shares of Riley Exploration Permian, Inc. common stock.
• This represents approximately 7.2% of the Issuer's total outstanding common stock.
• The beneficial ownership percentage is based on 21,567,428 shares of common stock outstanding as of March 2, 2026, as reported by the Issuer in its Form 10-K.
• The shares are directly held by Bluescape Riley Holdings, with Bluescape Energy Recapitalization and Restructuring Fund III LP owning 90.06% of its membership interests.
• C. John Wilder, Jr. serves as Executive Chairman of Bluescape Resources Co LLC and has ultimate authority over its affairs.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, primarily an administrative update to a Schedule 13D, reflecting ongoing beneficial ownership without indicating significant new developments or changes in investment intent.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that significant institutional ownership, such as the 7.2% stake held by Bluescape Energy Partners, is common in the oil and gas sector, where strategic investments often aim for long-term value creation or influence over corporate strategy. This level of ownership can signal confidence in the company's assets or a potential for activist engagement, although this filing does not indicate any change in intent from previous filings.

Legal Proceedings

• None of the Reporting Persons has, during the last five years, been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors).
• None of the Reporting Persons has, during the last five years, been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership and the control structure of a major shareholder group.

Key Dates

Recommendation

This filing is a routine update to a Schedule 13D, confirming the continued significant beneficial ownership by the Bluescape group and C. John Wilder, Jr. at 7.2%. It does not contain new information regarding the issuer's financial performance, strategic direction, or any material changes in the reporting persons' investment intent that would warrant a change in investment recommendation. Therefore, a 'hold' recommendation is appropriate as investors await further operational or strategic updates from Riley Exploration Permian, Inc.

Keywords

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