EROK+0.92%12.5%
LB+54.63%12.5%
MTDR+11.66%12.5%
NOG-7.92%12.5%
PR+41.05%12.5%
SM+56.51%12.5%
TPL+32.96%12.5%
VNOM+8.51%12.5%
As of Aug 6, 2026, 4:25 AM ET
NatGas '26: Upstream & Land Optionality Constituents
EagleRock Land LLCEROK | 12.5% | 0.64% | -0.50% | 4.80% | -1.56% | 0.92% | 0.92% | 0.92% | 0.92% | $2.39B |
LandBridge Company LLCLB | 12.5% | 2.65% | -0.92% | 0.97% | -2.44% | 54.63% | 1.68% | 2.13% | 28.09% | $5.82B |
Matador Resources CompanyMTDR | 12.5% | -3.63% | -7.44% | -5.68% | -5.73% | 11.66% | -8.50% | -7.11% | 3.19% | $5.84B |
Northern Oil and Gas, Inc.NOG | 12.5% | -3.28% | -6.66% | 13.82% | -6.52% | -7.92% | -28.34% | -31.90% | -18.06% | $2.15B |
Permian Resources CorporationPR | 12.5% | -3.46% | -7.31% | 8.80% | -7.13% | 41.05% | 8.20% | 44.14% | 49.00% | $16.57B |
SM Energy CompanySM | 12.5% | -6.54% | -12.56% | 10.13% | -10.76% | 56.51% | 26.54% | -0.55% | 11.36% | $6.96B |
Texas Pacific Land CorporationTPL | 12.5% | -3.45% | -8.95% | -5.19% | -5.14% | 32.96% | -27.08% | -17.25% | 20.94% | $26.34B |
Viper Energy, Inc.VNOM | 12.5% | -2.15% | -8.20% | 2.35% | -7.13% | 8.51% | -9.93% | -4.77% | 12.64% | $14.92B |
| Theme return | — | -2.40% | -6.57% | 5.24% | -4.15% | 28.44% | -2.37% | 4.28% | 18.36% | — |
| Average | 12.5% | -2.40% | -6.57% | 3.75% | -5.80% | 24.79% | -4.56% | -1.80% | 13.51% | $10.12B |
| Median | 12.5% | -3.36% | -7.37% | 3.58% | -6.12% | 22.31% | -3.79% | -2.66% | 12.00% | $6.40B |
| Std Dev | 0.0% | 2.66% | 3.78% | 6.59% | 2.70% | 23.20% | 17.01% | 20.36% | 18.69% | $7.89B |
| Min | 12.5% | -6.54% | -12.56% | -5.68% | -10.76% | -7.92% | -28.34% | -31.90% | -18.06% | $2.15B |
| Max | 12.5% | 2.65% | -0.50% | 13.82% | -1.56% | 56.51% | 26.54% | 44.14% | 49.00% | $26.34B |
| % Positive Tickers | 25.00% | 0.00% | 75.00% | 0.00% | 87.50% | 50.00% | 37.50% | 87.50% |
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About this theme
NatGas '26: Upstream & Land Optionality tracks 8 publicly listed stocks in this theme: EROK, LB, MTDR, NOG, PR, SM, TPL, VNOM. See the constituent table for details.