Feed / Theme
Confirmed

Oil & Gas E&P

7 names are moving together; 100% are participating in the current session.

3 observed Confirmed episodes

Co-movement

Observed member paths adjusted against SPY. Shading marks the latest observation window.

Members

TICKERCompanySectorTodayObserved activity
ARAntero Resources CorporationEnergy+2.4%6/22 observed active sessions
RRCRange Resources CorporationEnergy+1.5%7/22 observed active sessions
EXEExpand Energy CorporationEnergy+1.8%12/22 observed active sessions
GPORGulfport Energy CorporationEnergy+2.9%20/22 observed active sessions
CRKComstock Resources, Inc.Energy+4.3%7/22 observed active sessions
CNXCNX Resources CorporationEnergy+3.5%12/22 observed active sessions
EQTEQT CorporationEnergy+1.1%11/22 observed active sessions

Why we believe this

Cohort

7 names

Participation

100% this session

Observed history

33 daily builds

Filing coverage

7/7 members

credit / rates affecting interest expense

Interest Expense (in thousands, except per unit) Three Months Ended March 31, 2026 Three Months Ended March 31, 2025 % Change Interest on 2026 Senior Notes $ — $ 514 (100) % Interest on 2029 Senior Notes 10,969 10,969 — % Interest expense on Credit Facility 4,283 1,685 154 % Amortization of loan costs 1,338 1,300 3 % Capitalized interest (1,425) (1,430) — % Other 221 318 (31) % Total interest expense $ 15,386 $ 13,356 15 % Interest expense per Mcfe $ 0.17 $ 0.16 7 % Total interest expense for the three months ended March 31, 2026, increased 15% compared to the three months ended March 31, 2025 which was primarily due to higher borrowings on our Credit Facility.

GPOR 10-Q

credit / rates

The decrease was primarily due to lower borrowings and a reduced interest rate on our Credit Facility.

GPOR 10-K

capital investment / capacity affecting capex

Incurred capital expenditures and cash capital expenditures may vary from period to period due to the cash payment cycle.

GPOR 10-Q

This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.

Connected, outside the group

NOG

EQTtext peer · Moving with the group now · 115 min observed

No filing excerpt is available for this relationship.

SM

CNXtext peer · Moving with the group now · 115 min observed

No filing excerpt is available for this relationship.

TALO

EQTtext peer · Not moving with the group now

No filing excerpt is available for this relationship.

PR

GPORtext peer · Not moving with the group now

No filing excerpt is available for this relationship.

MNR

EXEtext peer · Moving with the group now · 115 min observed

No filing excerpt is available for this relationship.

History

2026-07-07 → 2026-07-3115 observed active sessions · 0% of active names held across the episode
2026-06-24 → 2026-07-026 observed active sessions · 15.4% of active names held across the episode
2026-06-121 observed active session · 100% of active names held across the episode