Merewether Investment Management’s BKV Corp BKV Stock Holding History

Merewether Investment Management’s Portfolio BKV Stock Details BKV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.8M	Buy	1,673,695 +26,922	+2%	+$741K	0.86%	47
2026 Q1	$47M	Sell	1,646,773 -29,444	-2%	-$853K	0.91%	40
2025 Q4	$45.5M	Buy	1,676,217 +799,700	+91%	+$20.1M	1.05%	36
2025 Q3	$20.3M	Hold	876,517	–	–	0.49%	48
2025 Q2	$21.1M	Buy	876,517 +31,659	+4%	+$654K	0.61%	45
2025 Q1	$17.7M	Buy	844,858 +30,523	+4%	+$690K	0.64%	44
2024 Q4	$19.4M	Buy	814,335 +14,335	+2%	+$290K	0.77%	39
2024 Q3	$14.6M	Buy	+800,000	New	+$14.5M	0.67%	33

Other funds holding BKV

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

YCM

Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Merewether Investment Management's BKV Position: Q2 2026 in Review

Merewether Investment Management increased its BKV Corp (BKV) stake by 1.6% in Q2 2026, buying an estimated $741K and bringing the position to 1,673,695 shares worth $45.8M. The position accounts for 0.86% of the portfolio, ranked #47.

Merewether Investment Management first reported a position in BKV in Q3 2024 and has held it in 8 quarters since. The position peaked at $47M in Q1 2026. 161 funds tracked by Wall St. Rank hold BKV as of Q2 2026.

Merewether Investment Management held 1,673,695 shares of BKV Corp worth $45.8M as of Q2 2026.
Merewether Investment Management bought 26,922 BKV Corp shares in Q2 2026, an estimated $741K.
BKV Corp made up 0.86% of Merewether Investment Management's portfolio in Q2 2026, its #47 holding.
Merewether Investment Management first reported a position in BKV Corp in Q3 2024 and has held it in 8 quarters since.
Merewether Investment Management's BKV Corp position peaked at $47M in Q1 2026.
161 funds tracked by Wall St. Rank held BKV Corp as of Q2 2026.

Based on Merewether Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.