What smart money is saying about Antero Resources
1 fund in our archive has pitched Antero Resources, most recently Aristotle Capital Large Cap Growth in June 2025.
Antero Resources Corporation, an independent oil and natural gas company, acquires, explores for, develops, and produces natural gas, natural gas liquids, and oil properties in the United States. As of December 31, 2021, it had approximately 502,000 net acres in the Appalachian Basin; and 174,000 net acres in the Upper Devonian Shale. The company also owned and operated 494 miles of gas gathering pipelines in the Appalachian Basin; and 21 compressor stations. It had estimated proved reserves of 17.7 trillion cubic feet of natural gas equivalent, including 10.2 trillion cubic feet of natural gas; 718 million barrels of assumed recovered ethane; 501 million barrels of primarily propane, isobutane, normal butane, and natural gasoline; and 36 million barrels of oil. The company was formerly known as Antero Resources Appalachian Corporation and changed its name to Antero Resources Corporation in June 2013. Antero Resources Corporation was founded in 2002 and is headquartered in Denver, Colorado.
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Position history
Between Q2 2025 and Q2 2026, 4 fund letters reported a position in Antero Resources, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 1 move
- June 2026
“Antero Resources We sold Antero Resources, using the proceeds to increase our sector weighting in Information Technology.”
Antero Resources - June 2026
“• Natural gas exploration and production company Antero Resources saw shares decline as industry-wide seasonal weakness in natural gas demand weighed on prices.”
Antero Resources - March 2026
“Antero Resources Antero Resources contributed to performance in the first quarter due to higher price levels for U.S. natural gas caused by cold winter weather temperatures, as well as increasing demand from AI data center power needs.”
Antero Resources - HoldsVela Small Cap FundSeptember 2025
“Similarly, shares of natural gas E&P, Antero Resources Corporation (AR), declined during the quarter despite reporting strong second quarter results. Elevated natural gas storage levels weighed on natural gas prices and AR’s stock price for much of the third quarter. But we were pleased the company generated close to $300 million of free cash flow for the second quarter, which they used to continue improving the balance sheet by reducing debt by close to $200 million. AR also continues to repurchase shares, buying over $100 million during the quarter, much of which was opportunistically repurchased when the stock price sold off in early April during the tariff meltdown.”
Antero Resources
Also mentioned · 1
These funds discuss Antero Resources as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedPender US Small MidMarch 2025
“1 March 2025 Highlights • Molina Healthcare, Inc. (MOH) and Antero Resources Corporation (AR) were top contributors while DigitalBridge Group, Inc. (DBRG) was a top detractor to performance.”
Antero Resources
Fund coverage · 1 thesis
- Aristotle Capital Large Cap GrowthJune 2025
Antero Resources is a leading U.S. natural gas and NGL producer in the Appalachian Basin, poised for strong free cash flow growth, driven by increasing global demand and a robust financial position.
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