What Makes Antero Resources (AR) a Good Investment?

Greenlight Capital, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. Greenlight Capital’s investment strategy focuses on constructing a bottom-up portfolio comprising undervalued long positions and overvalued short positions, while also including a macro book to hedge risks and capture insights. The Partnership returned 9.0% (net) in 2025 compared to 17.9% for the S&P 500 index. In contrast, it returned 8.5% in Q4, compared to 2.7% for the index. The Partnership has returned $6.1 billion, net of fees and expenses, to its investors since its inception in May 1996.  For more information on the Partnership’s top picks in 2025, please check its top five holdings.

In its fourth-quarter 2025 investor letter, Greenlight Capital highlighted Antero Resources Corporation (NYSE:AR) as a newly added holding. Headquartered in Denver, Colorado, Antero Resources Corporation (NYSE:AR) is an oil and natural gas development and exploration company. On January 29, 2026, Antero Resources Corporation (NYSE:AR) stock closed at $35.30 per share. One-month return of Antero Resources Corporation (NYSE:AR) was 3.19%, and its shares lost 5.41% of their value over the last 52 weeks. Antero Resources Corporation (NYSE:AR) has a market capitalization of $10.89 billion.

Greenlight Capital stated the following regarding Antero Resources Corporation (NYSE:AR) in its fourth quarter 2025 investor letter:

"Antero Resources Corporation (NYSE:AR) is a natural gas exploration and production company with operations in the Marcellus Shale in West Virginia. The company operates at the low end of the cost curve and has a stable production profile with significant acreage. In December, AR announced an acquisition that we believe will be accretive to earnings and will extend the runway of its future production. We acquired our shares at an average price of $33.92, implying an 11% free cash flow yield. AR shares ended the quarter at $34.46."

Antero Resources Corporation (NYSE:AR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 70 hedge fund portfolios held Antero Resources Corporation (NYSE:AR) at the end of the third quarter, compared to 72 in the previous quarter. While we acknowledge the potential of Antero Resources Corporation (NYSE:AR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Antero Resources Corporation (NYSE:AR) and shared the list of best inexpensive stocks to buy. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This article is originally published at Insider Monkey.