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

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11. BKV Corporation (NYSE:BKV)

Greenlight Capital’s Stake: $35 Million 

Increase in Share Price Over Past Six Months: 45%

BKV Corporation (NYSE:BKV) is a new addition to the 13F portfolio of Greenlight Capital. Filings for the fourth quarter of 2025 show that the fund owned just under 1.3 million shares in the company. BKV produces and sells natural gas in the Barnett Shale in the Fort Worth Basin of Texas and in the Marcellus Shale in the Appalachian Basin of Northeast Pennsylvania. It is also involved in the gathering, processing, and transportation of natural gas, power generation, and carbon capture, utilization, and sequestration activities.

READ ALSO: 10 Best Stocks to Buy According to Billionaire Rob Citrone.

BKV Corporation (NYSE:BKV) is traditionally a natural gas producer but institutional interest in the stock has surged as the firm successfully pivots into data center power supply and carbon capture technology. Hedge funds are rewarding BKV for strategic positioning as a direct power provider for AI and data center infrastructure. It is one of the few energy companies that controls the entire value chain: upstream gas production, midstream transport, and gas-fired power generation. Analysts have highlighted that the Temple Power Plants of the firm are ideally situated to meet the urgent gigawatt-scale demand from data centers. This gas-to-power synergy provides a higher margin than selling raw natural gas at market rates. Management projects that carbon capture initiatives will be a primary revenue driver starting in 2026.

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