TUSK at a glance
MAMMOTH ENERGY SERVICES, INC. (TUSK, SEC CIK 1679268) filed its latest 10-K annual report on March 6, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 7, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), MAMMOTH ENERGY SERVICES, INC. (TUSK) reported revenue of $44.3 million (down 76.4% from FY2024) and net income of $4.6 million. Diluted EPS was $0.10.
- As of June 30, 2026, 19 institutional investment managers tracked by SignalX reported holding MAMMOTH ENERGY SERVICES, INC. (TUSK) shares worth $12.4 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Plaumann Mark Lawrence on September 16, 2026 of 5,000 shares at $3.00 per share.
- In the last 90 days, TUSK insiders reported 1 open-market purchase ($15K) and 0 open-market sales ($0) on Form 4, a net purchase of $15K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $44.3M
- −76.4% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$15K
- 13F holders
- 19 funds
- $12.4M · +0 vs prior quarter
- Latest 8-K
- Aug 7, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Mining, processing, and selling Northern White frac sand primarily from Taylor and Piranha mines in Wisconsin
- New strategic action: Sold idled Muskie facility in January 2026, exiting that production segment and reducing non-core assets
- Competitive positioning: Taylor mine’s proven frac sand reserves at 22.1 million tons with processing capacity of 2.2 million tons/year, advantaged by superior sand quality and rail access
- Quantitative metric: Total sand mined increased 21% to 661,000 tons in 2025 from 545,000 tons in 2024 driven by Piranha’s production jump from 53,000 to 136,000 tons
- Noteworthy fact: Muskie plant idled since September 2018 with zero carrying value as of December 31, 2025, reflecting adverse market conditions and asset impairment
Risk Factors
- Legal risk: PREPA bankruptcy proceedings in U.S. District Court for Puerto Rico, $20M outstanding payable due within seven days post-PREPA plan approval
- Macroeconomic risk: Temporary shutdown of crude oil hauling, cementing, acidizing, drilling due to reduced demand, impacting operations and workforce size
- Supply chain risk: $70M 2025 capex mainly for aircraft and equipment in rental services, essential for operations and growth investments
- Market disruption risk: Potential acquisitions in renewable energy and Wexford-related entities pose integration and capital allocation uncertainties
- Financial risk: $170.7M non-cash pre-tax charge in 2024 for PREPA receivable impairment, reflecting credit loss and interest adjustments impacting liquidity
Management Discussion & Analysis
- Cash flow, buybacks, dividends, and capex information not included
- Forward-looking statements indicate uncertainty, no specific guidance or risk details provided
AI summary of the TUSK 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $26.1M, up 110% YoY from $12.4M, driven by aviation, accommodation, and drilling
- Operating margin 10.1% vs (300.5%) YoY, with operating income $2.6M vs $37.1M loss
- Best segment: drilling revenue $3.8M, up 443%; worst: infrastructure revenue $0.9M, down 36%
- Cost of revenue 74% of sales vs 90% YoY; SG&A 16% vs 40%
- Outlook: liquidity supports execution, with commodity prices, tariffs, and economic uncertainty as headwinds
Risk Factors
- No risk-factors section provided; submitted text contains Items 2–6 only
- Mine-safety regulatory framework carried forward from the 2025 Form 10-K
- Aircraft lease exposure added through agreements dated June 2, 2026 and July 28, 2026
- Share-repurchase authorization reduced to $54,466,485 after 43,062 shares repurchased in June
AI summary of the TUSK 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release issued August 7, 2026
Item 7.01: Regulation FD Disclosure
- Investor presentation posted August 7, 2026 on Mammoth Energy’s website
- Presentation likely provides updated investor messaging, strategy, or operating information
Item 5.07: Submission of Matters to a Vote of Security Holders
- Six director nominees re-elected through 2027 Annual Meeting, preserving board continuity
- Executive compensation approved 36,252,635 to 264,334, signaling strong shareholder support
Item 4.01: Changes in Registrant's Certifying Accountant
- CRI appointed as independent registered public accounting firm for fiscal 2026 and interim periods
- Auditor transition effective May 13, 2026, requiring investor attention to continuity and audit execution
AI summaries of TUSK 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TUSK
Don't miss the next TUSK filing
- Alerts as it files. A push when TUSK files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut TUSK, by share count.
- Ask anything. An AI agent that reads every TUSK filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Plaumann Mark Lawrence | Buy | Sep 16, 2026 | 5,000 | $3.00 |
| Lancaster Phillip | J | Jun 26, 2026 | 68,152 | - |
| WEXFORD CAPITAL LP | J | Jun 17, 2026 | 1,072,896 | - |
| WEXFORD CAPITAL LP | J | Jun 17, 2026 | 6,354,667 | - |
| WEXFORD CAPITAL LP | Buy | Jun 17, 2026 | 4,019,574 | $2.60 |
| DAVIDSON CHARLES E | J | Jun 17, 2026 | 2,403,831 | - |
| Amron Arthur H | J | Jun 17, 2026 | 19,121 | - |
| Amron Arthur H | J | Jun 17, 2026 | 10,329 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $187.9M | $44.3M |
| Operating Income | - | -$128.7M | -$57.4M |
| Net Income | -$3.2M | -$207.3M | $4.6M |
| Op. Margin | - | -68.5% | -129.7% |
| Net Margin | - | -110.3% | 10.4% |
| Balance Sheet | |||
| Total Assets | $698.5M | $384.0M | $334.9M |
| Equity | - | $252.8M | $258.3M |
| ROE | - | -82.0% | 1.8% |
| Per Share | |||
| EPS | $-0.07 | $-4.31 | $0.10 |
| Cash Flow | |||
| Operating CF | - | $180.7M | -$18.6M |
| CapEx | $19.4M | $17.1M | $70.6M |
Source: XBRL data in MAMMOTH ENERGY SERVICES, INC. (TUSK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TUSK share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 19 | $12.4M |
| Q1 2026 | 19 | $12.1M |
| Q4 2025 | 19 | $9.2M |
| Q3 2025 | 20 | $11.8M |
| Q2 2025 | 18 | $14.0M |
| Q1 2025 | 15 | $6.7M |
| Q4 2024 | 12 | $8.6M |
| Q3 2024 | 9 | $7.6M |
- Vanguard Capital Management LLC+240.5K (+29%)
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- Bank of America Corp+71.5K (+279%)
- Renaissance Technologies LLC+60.3K (+26%)
- BlackRock−1.05M (-72%)
- State Street Corp−320.1K (-76%)
- Goldman Sachs Group−168.6K (-75%)
- Northern Trust−129.9K (-69%)
- BNY Mellon−70.5K (-53%)
- Millennium Management+124.2K
- Two Sigma Investments+58.5K
- Vanguard Portfolio Management LLC−140.1K
- T. Rowe Price Group−13.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 131 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TUSK filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 26, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| SC 13G | Jun 22, 2026 | - | - | |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | May 28, 2026 | - | - | |
| 8-K | May 15, 2026 | - | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| 10-Q | May 11, 2026 | Mar 31, 2026 | Analysis | |
| 10-K | Mar 6, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Mar 6, 2026 | - | Analysis | - |
| 4 | Dec 15, 2025 | - | - | |
| 8-K | Dec 4, 2025 | - | - | |
| 10-Q | Nov 3, 2025 | Sep 30, 2025 | Analysis | |
| 10-Q | Aug 8, 2025 | Jun 30, 2025 | - | |
| 10-Q | May 7, 2025 | Mar 31, 2025 | - | |
| 10-K | Mar 7, 2025 | Dec 31, 2024 | - | |
| 10-Q | Nov 1, 2024 | Sep 30, 2024 | - | |
| 10-Q | Aug 9, 2024 | Jun 30, 2024 | - |
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TUSK SEC filings: frequently asked questions
Are TUSK insiders buying or selling?
In the last 90 days, MAMMOTH ENERGY SERVICES, INC. (TUSK) officers, directors and 10% owners reported 1 open-market purchase worth $15,000 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TUSK stock?
As of June 30, 2026, the largest MAMMOTH ENERGY SERVICES, INC. (TUSK) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($3.4 million), Dimensional Fund Advisors ($2.2 million), Citadel Advisors LLC ($1.5 million), BlackRock ($1.3 million), Renaissance Technologies LLC ($950,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TUSK's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), MAMMOTH ENERGY SERVICES, INC. (TUSK) reported revenue of $44.3 million (down 76.4% from FY2024) and net income of $4.6 million. Diluted EPS was $0.10. The figures come from the XBRL data in the 10-K.
What are the main risks in TUSK's latest 10-K?
In the 10-K filed March 6, 2026, MAMMOTH ENERGY SERVICES, INC. (TUSK) flagged: Legal risk: PREPA bankruptcy proceedings in U.S. District Court for Puerto Rico, $20M outstanding payable due within seven days post-PREPA plan approval. Macroeconomic risk: Temporary shutdown of crude oil hauling, cementing, acidizing, drilling due to reduced demand, impacting operations and workforce size. (AI summary of the Risk Factors section.)
What did TUSK report in its latest 8-K?
MAMMOTH ENERGY SERVICES, INC. (TUSK) filed an 8-K on August 7, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 2026 results for quarter ended June 30, 2026.
What are the latest TUSK SEC filings?
MAMMOTH ENERGY SERVICES, INC. (TUSK) filed its latest 10-K annual report on March 6, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 7, 2026 and a Form 4 insider filing on September 17, 2026.
What is TUSK's SEC CIK number?
MAMMOTH ENERGY SERVICES, INC. (TUSK)'s SEC Central Index Key (CIK) is 1679268. EDGAR lists every TUSK filing under that number.
Ask anything about TUSK
The research agent reads TUSK's filings, financials, insider trades and 13F holders, then answers with sources.