X0202 SCHEDULE 13G 0000895421 XXXXXXXX LIVE Class A common stock, $0.0001 par value per share 03/31/2026 0002083125 PRESIDIO PRODUCTION COMPANY 74102N101 500 W. 7th Street Suite 1500 Fort Worth TX 76102 Rule 13d-1(d) MORGAN STANLEY DE 0 1717391.00 0 1717391.00 1717391.00 6.2 CO HC (1) The amount beneficially owned excludes 1,000,000 shares of Class B common stock, par value $0.0001 per share ("Class B Common Stock") held directly by NH Presidio (as defined herein), which NH Presidio may exchange for, at the Issuer's option, (i) shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), on a one-for-one basis, or (ii) a corresponding amount of cash. Because the Issuer retains the right to exchange the Class B Common Stock for cash, the Reporting Persons (as defined herein) do not deem themselves a beneficial owner of the underlying shares of Class A Common Stock. (2) The percent of class is calculated based on 27,652,068 shares of Class A Common Stock outstanding as of March 4, 2026, as reported in the Issuer's current report on Form 8-K filed with the Securities and Exchange Commission (the "SEC") on March 9, 2026. MS Capital Partners Adviser Inc. DE 0 1717391 0 1717391 1717391 6.2 CO (1) The amount beneficially owned excludes 1,000,000 shares of Class B Common Stock held directly by NH Presidio, which NH Presidio may exchange for, at the Issuer's option, (i) shares of Class A Common Stock, on a one-for-one basis, or (ii) a corresponding amount of cash. Because the Issuer retains the right to exchange the Class B Common Stock for cash, the Reporting Persons do not deem themselves a beneficial owner of the underlying shares of Class A Common Stock. (2) The percent of class is calculated based on 27,652,068 shares of Class A Common Stock outstanding as of March 4, 2026, as reported in the Issuer's current report on Form 8-K filed with the SEC on March 9, 2026. MS Energy Partners GP LP E9 0 1717391 0 1717391 1717391 6.2 PN (1) The amount beneficially owned excludes 1,000,000 shares of Class B Common Stock held directly by NH Presidio, which NH Presidio may exchange for, at the Issuer's option, (i) shares of Class A Common Stock, on a one-for-one basis, or (ii) a corresponding amount of cash. Because the Issuer retains the right to exchange the Class B Common Stock for cash, the Reporting Persons do not deem themselves a beneficial owner of the underlying shares of Class A Common Stock. (2) The percent of class is calculated based on 27,652,068 shares of Class A Common Stock outstanding as of March 4, 2026, as reported in the Issuer's current report on Form 8-K filed with the SEC on March 9, 2026. NH Presidio Investments LLC DE 0 1717391 0 1717391 1717391 6.2 OO (1) The amount beneficially owned excludes 1,000,000 shares of Class B Common Stock held directly by the Reporting Person, which the Reporting Person may exchange for, at the Issuer's option, (i) shares of Class A Common Stock on a one-for-one basis, or (ii) a corresponding amount of cash. Because the Issuer retains the right to exchange the Class B Common Stock for cash, the Reporting Persons do not deem themselves a beneficial owner of the underlying shares of Class A Common Stock. (2) The percent of class is calculated based on 27,652,068 shares of Class A Common Stock outstanding as of March 4, 2026, as reported in the Issuer's current report on Form 8-K filed with the SEC on March 9, 2026. PRESIDIO PRODUCTION COMPANY 500 W. 7th Street, Suite 1500, Fort Worth, Texas 76102 This Statement is filed on behalf of each of the following persons (collectively, the "Reporting Persons"): i) Morgan Stanley; ii) MS Capital Partners Adviser Inc. ("MS Capital"); iii) MS Energy Partners GP LP ("MS Energy"); and iv) NH Presidio Investments LLC ("NH Presidio"). NH Presidio is majority-owned by various investment vehicles that are managed by MS Capital and for which MS Energy serves as general partner. Morgan Stanley is the ultimate parent of MS Capital and MS Energy. The address of the principal business office of Morgan Stanley, MS Capital, and MS Energy is 1585 Broadway, New York, NY 10036. The address of the principal business office of NH Presidio is 1633 Broadway, New York, NY 10019. i) Morgan Stanley is a Delaware corporation; ii) MS Capital is a Delaware corporation; iii) MS Energy is a Cayman Islands limited partnership; and iv) NH Presidio is a Delaware limited liability company. Y See the responses to Item 9 on the attached cover pages. See the responses to Item 11 on the attached cover pages. See the responses to Item 5 on the attached cover pages. See the responses to Item 6 on the attached cover pages. See the responses to Item 7 on the attached cover pages. See the responses to Item 8 on the attached cover pages. Y Y N See Exhibit 99.2 Y Y N Not Applicable * In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release. EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001). MORGAN STANLEY /s/ Mustufa Salehbhai 05/15/2026 MS Capital Partners Adviser Inc. /s/ David Cook 05/15/2026 MS Energy Partners GP LP /s/ David Cook 05/15/2026 NH Presidio Investments LLC /s/ David Cook 05/15/2026