15 Under-the-Radar Picks from David Einhorn That Are Quietly Dominating 2026

12. Antero Resources Corporation (NYSE:AR)

Greenlight Capital’s Stake: $34 Million 

Increase in Share Price Over Past Six Months: 20%

Antero Resources Corporation (NYSE:AR) is a new addition to the 13F portfolio of Greenlight Capital. Filings for the fourth quarter of 2025 show that the fund owned over a million shares in the company. The firm operates as an independent oil and natural gas company, engaged in the development, production, exploration, and acquisition of natural gas, natural gas liquids, and oil properties in the United States. It has approximately 537,000 net acres in the Appalachian Basin; and approximately 168,000 net acres in the Upper Devonian Shale. The gathering and compression systems also comprise 731 miles of gas gathering pipelines.

A primary driver for institutional accumulation in Antero Resources Corporation (NYSE:AR) has been the successful integration of the HG Energy upstream assets, which closed in February. This acquisition added 385,000 net acres, instantly transforming the cost structure. Management has guided for production to jump from 3.4 Bcfe/d in 2025 to over 4.2 Bcfe/d by year-end 2026. Hedge funds view this transformational growth as a major tailwind for free cash flow. Bank of America and Morgan Stanley recently raised their price targets on the stock, specifically highlighting the potential to supply a rapidly growing AI data center hub in West Virginia. Unlike many peers, Antero has secured capacity to Gulf Coast LNG export facilities and the Cove Point terminal, allowing it to capture international price premiums as the global energy shift continues.