SCHEDULE: Liberty Energy Reports 3.8% Stake in Tamboran Resources

Sentiment:

Beneficial Ownership Filing


Liberty Energy Inc. and its subsidiary Liberty Energy Services LLC have reported beneficial ownership of 3.8% of Tamboran Resources Corporation's common stock.

Summary

  • Liberty Energy Services LLC, a subsidiary of Liberty Energy Inc., now holds 1,336,127 shares of Tamboran Resources Corporation's common stock.
  • This holding represents 3.8% of the total outstanding common stock, based on 34,856,412 shares outstanding as of May 28, 2026.
  • Liberty Energy Inc. may be deemed to share voting and dispositive power over these shares due to its sole membership in Liberty Energy Services LLC.
  • Liberty Energy Inc. disclaims beneficial ownership except to the extent of its pecuniary interest.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this as a neutral filing, primarily reporting a change in beneficial ownership percentage that remains below a significant threshold and does not indicate a change in control or strategic shift.

Positives

  • Liberty Energy Inc. has established a beneficial ownership stake in Tamboran Resources Corporation.
  • The filing clearly states the number of shares held and the percentage of the class represented.

Negatives

  • The filing does not provide any information regarding the rationale or strategy behind this investment.
  • The ownership stake is below the 5% threshold that typically triggers more detailed disclosure requirements.

Risks

  • The filing does not explicitly mention any risks associated with this investment.
  • Potential risks could include market volatility affecting the value of the investment in Tamboran Resources Corporation.

Future Outlook

No specific future outlook or guidance is provided in this filing, as it pertains to beneficial ownership reporting.

Management Comments

  • Liberty Energy Inc. disclaims beneficial ownership of the common stock held by LES LLC except to the extent of its pecuniary interest therein.

Industry Context

StockSavvy.ai notes that this filing represents a passive investment disclosure under Schedule 13G, indicating a stake below the threshold that would typically suggest an attempt to influence or control the issuer. It is a common filing for institutional investors or entities acquiring a non-controlling interest in another company.

Stakeholder Impact

  • Shareholders of Tamboran Resources Corporation may note the increased disclosure of a significant, albeit non-controlling, shareholder.

Next Steps

  • Continue to monitor Tamboran Resources Corporation's filings for any changes in beneficial ownership by Liberty Energy Inc. or other significant shareholders.

Key Dates

DateDescription
2026-05-28Date of event requiring filing; also the date of disclosure of outstanding shares by the Issuer.
2026-08-13Date of certification and signature for the Schedule 13G filing.

Keywords

beneficial ownership, Schedule 13G, Tamboran Resources Corporation, Liberty Energy Inc., Liberty Energy Services LLC, common stock, investment

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