EROK+21.79%12.5%
LB+83.41%12.5%
MTDR+38.61%12.5%
NOG+27.34%12.5%
PR+69.28%12.5%
SM+100.63%12.5%
TPL+33.57%12.5%
VNOM+18.57%12.5%
As of Aug 24, 2026, 4:53 AM ET
NatGas '26: Upstream & Land Optionality Constituents
EagleRock Land LLCEROK | 12.5% | 1.68% | 2.90% | 20.09% | 18.80% | 21.79% | 21.79% | 21.79% | 21.79% | 21.79% | 21.79% | $2.89B |
LandBridge Company LLCLB | 12.5% | 3.08% | 6.91% | 17.53% | 15.72% | 83.41% | 20.61% | 21.14% | 115.42% | 291.21% | 66.71% | $6.91B |
Matador Resources CompanyMTDR | 12.5% | -0.07% | 10.95% | 14.90% | 17.02% | 38.61% | 13.58% | 15.31% | 6.24% | 132.66% | 22.81% | $7.25B |
Northern Oil and Gas, Inc.NOG | 12.5% | 1.60% | 12.74% | 29.08% | 29.27% | 27.34% | -0.91% | -5.83% | -24.38% | 118.33% | 13.05% | $2.97B |
Permian Resources CorporationPR | 12.5% | -0.50% | 10.67% | 11.24% | 11.45% | 69.28% | 29.85% | 72.98% | 72.28% | 494.70% | 76.47% | $19.89B |
SM Energy CompanySM | 12.5% | -1.17% | 14.43% | 12.08% | 14.39% | 100.63% | 62.20% | 27.48% | -14.25% | 144.53% | 37.76% | $8.92B |
Texas Pacific Land CorporationTPL | 12.5% | 3.81% | 5.12% | -8.54% | -4.70% | 33.57% | -26.74% | -16.87% | 35.13% | 173.11% | 26.70% | $26.46B |
Viper Energy, Inc.VNOM | 12.5% | 0.53% | 7.28% | 0.31% | 1.48% | 18.57% | -1.58% | 4.05% | 3.58% | 239.16% | 19.31% | $16.30B |
| Theme return | — | 1.12% | 8.88% | 11.74% | 12.53% | 50.79% | 14.62% | 22.43% | 36.49% | 251.30% | 45.57% | — |
| Average | 12.5% | 1.12% | 8.88% | 12.09% | 12.93% | 49.15% | 14.85% | 17.51% | 26.98% | 201.94% | 35.58% | $11.45B |
| Median | 12.5% | 1.07% | 8.98% | 13.49% | 15.06% | 36.09% | 17.10% | 18.23% | 14.02% | 158.82% | 24.76% | $8.08B |
| Std Dev | 0.0% | 1.63% | 3.70% | 10.93% | 9.82% | 29.03% | 24.49% | 25.30% | 43.71% | 133.90% | 21.94% | $7.98B |
| Min | 12.5% | -1.17% | 2.90% | -8.54% | -4.70% | 18.57% | -26.74% | -16.87% | -24.38% | 21.79% | 13.05% | $2.89B |
| Max | 12.5% | 3.81% | 14.43% | 29.08% | 29.27% | 100.63% | 62.20% | 72.98% | 115.42% | 494.70% | 76.47% | $26.46B |
| % Positive Tickers | 62.50% | 100.00% | 87.50% | 87.50% | 100.00% | 62.50% | 75.00% | 75.00% | 100.00% | 100.00% |
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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.