Antero Resources Corporation (AR) Gained from Oil Price Rally
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q1 2026 investor letter for its “Select Strategy”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Sourcerock Group Christian Zann | 8,305,886 | $352,501,802 | -10% | 14.22% |
| 2. | AQR Capital Management Cliff Asness | 5,475,891 | $232,396,804 | +17% | 0.11% |
| 3. | Orbis Investment Management William B. Gray | 4,872,046 | $206,769,633 | +555% | 0.87% |
| 4. | Adage Capital Management Phill Gross And Robert Atchinson | 3,618,110 | $153,552,588 | +6% | 0.24% |
| 5. | D E Shaw D. E. Shaw | 2,545,861 | $108,046,341 | -37% | 0.06% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.35 | 5,000 | $166,750.00 | 295,917 | 2025-11-07 | Filing | |
| $33.35 | 5,000 | $166,750.00 | 295,917 | 2025-11-07 | Filing | |
| $2.79 | 178,000 | $496,353.00 | 244,889 | 2019-11-08 | Filing | |
| $6.49 | 7,750 | $50,283.55 | 9,620,583 | 2019-05-31 | Filing | |
| $6.71 | 7,500 | $50,291.25 | 9,612,833 | 2019-05-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $39.76 | 549 | $21,828.24 | 277,665 | 2026-05-04 | Filing | |
| $39.26 | 38,941 | $1,528,823.66 | 278,214 | 2026-05-04 | Filing | |
| $39.61 | 15,086 | $597,556.46 | 1,085,192 | 2026-05-04 | Filing | |
| $39.31 | 170,740 | $6,711,789.40 | 1,100,278 | 2026-05-04 | Filing | |
| $44.00 | 12,000 | $528,000.00 | 150,242 | 2026-03-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 27,428,502 | $1,164,065,637 | 0.02% | |
| 2. | 22,775,239 | $966,581,146 | 0.05% | |
| 3. | 14,034,748 | $595,634,705 | 0.03% | |
| 4. | 13,195,510 | $560,017,444 | 0.01% | |
| 5. | 10,803,564 | $458,503,256 | 0.02% |