Fund highlights AR’s long-term growth potential amid rising natural gas demand from AI data centers despite near-term production headwinds.
Antero Resources Corporation (NYSE:AR) closed at $35.30 on July 30, 2026, with a 3.07% one-month return and an 8.21% gain over the past year. The company, valued at $10.85 billion, focuses on natural gas exploration in the Appalachian Basin.
Shares have underperformed peers recently due to rising North American natural gas production volumes. However, the fund noted AR’s strategic position to benefit from long-term demand driven by AI data centers requiring large-scale natural gas power generation.
Hedge fund ownership of AR increased to 75 portfolios in Q1 2026, up from 73 in the prior quarter, reflecting growing institutional interest.