EROK-0.64%12.5%
LB+60.27%12.5%
MTDR+21.99%12.5%
NOG-12.48%12.5%
PR+35.85%12.5%
SM+52.85%12.5%
TPL+36.05%12.5%
VNOM+9.14%12.5%
As of Jul 10, 2026, 7:14 AM ET
NatGas '26: Upstream & Land Optionality Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Texas Pacific Land CorporationTPL | 12.5% | -0.59% | -0.96% | -6.96% | -5.84% | 36.05% | -25.38% | -15.33% | 11.94% | $26.95B |
Viper Energy, Inc.VNOM | 12.5% | 1.80% | -3.07% | -1.74% | 1.09% | 9.14% | -9.41% | -4.22% | 16.96% | $15.00B |
Permian Resources CorporationPR | 12.5% | 0.24% | -1.55% | 3.19% | 6.30% | 35.85% | 4.21% | 38.82% | 37.33% | $13.64B |
SM Energy CompanySM | 12.5% | 1.80% | -2.65% | 8.42% | 10.14% | 52.85% | 23.57% | -2.88% | 3.51% | $6.79B |
Matador Resources CompanyMTDR | 12.5% | 0.27% | -2.69% | 3.26% | 4.77% | 21.99% | -0.04% | 1.48% | 1.08% | $6.38B |
LandBridge Company LLCLB | 12.5% | -0.83% | 0.55% | 12.23% | 8.42% | 60.27% | 5.39% | 5.85% | 25.85% | $6.04B |
EagleRock Land LLCEROK | 12.5% | -5.99% | -0.78% | 0.70% | 2.36% | -0.64% | -0.64% | -0.64% | -0.64% | $2.36B |
Northern Oil and Gas, Inc.NOG | 12.5% | -2.71% | -2.94% | 5.74% | 7.00% | -12.48% | -31.90% | -35.28% | -36.62% | $2.04B |
| Theme return | — | -0.75% | -1.76% | 3.11% | 3.49% | 25.35% | -4.72% | 1.77% | 9.23% | — |
| Average | 12.5% | -0.75% | -1.76% | 3.10% | 4.28% | 25.38% | -4.27% | -1.53% | 7.43% | $9.90B |
| Median | 12.5% | -0.17% | -2.10% | 3.22% | 5.54% | 28.92% | -0.34% | -1.76% | 7.73% | $6.59B |
| Std Dev | 0.0% | 2.41% | 1.21% | 5.58% | 4.74% | 23.93% | 16.61% | 19.46% | 20.63% | $7.80B |
| Min | 12.5% | -5.99% | -3.07% | -6.96% | -5.84% | -12.48% | -31.90% | -35.28% | -36.62% | $2.04B |
| Max | 12.5% | 1.80% | 0.55% | 12.23% | 10.14% | 60.27% | 23.57% | 38.82% | 37.33% | $26.95B |
| % Positive Tickers | 50.00% | 12.50% | 75.00% | 87.50% | 75.00% | 37.50% | 37.50% | 75.00% |
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.