EROKNYSEOil Royalty TradersFiscal year ends December 31
EagleRock Land, LLC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$17.46−0.11 (-0.63%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
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- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
13.2%
17M of 132M shares
Institutional holders
74
74 new, 0 sold out
Net institutional buying
17M
In Q2 2026
Insider trades, 12 months
6 buys · 0 sales
Net bought $11.45M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| The TCW Group, Inc., on behalf of the TCW Business Unit | 4,560,688 | 18.30% | 13G (passive) | May 15, 2026 |
| First Manhattan Management LLC | 3,038,120 | 12.20% | 13G (passive) | May 29, 2026 |
| Encompass Capital Advisors LLC | 1,858,313 | 7.60% | 13G (passive) amendment | Jun 30, 2026 |
| Horizon Kinetics Holding Corp | 1,684,213 | 6.90% | 13G (passive) | Jun 30, 2026 |
| Todd J. Kantor | 1,407,604 | 5.11% | 13G (passive) | May 21, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EROK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| First Manhattan Co. LLC. | 3,256,970 | 2.48% | $69.21M | New | 0.18% |
| Price T Rowe Associates Inc /Md/ | 2,033,038 | 1.55% | $43.20K | New | 0.00% |
| Encompass Capital Advisors LLC | 1,858,313 | 1.41% | $39.49M | New | 1.40% |
| Horizon Kinetics Asset Management LLC | 1,684,213 | 1.28% | $35.79M | New | 0.41% |
| Merewether Investment Management, LP | 873,238 | 0.66% | $18.56M | New | 0.35% |
| CIBC Bancorp USA Inc. | 726,015 | 0.55% | $15.43M | New | 0.02% |
| Eagle Global Advisors LLC | 700,000 | 0.53% | $14.88M | New | 0.49% |
| BlackRock, Inc. | 605,848 | 0.46% | $12.87M | New | 0.00% |
| Citadel Advisors LLC | 549,394 | 0.42% | $11.67M | New | 0.00% |
| Yaupon Capital Management LP | 535,716 | 0.41% | $11.38M | New | 0.22% |
| Schwartz Investment Counsel Inc | 488,115 | 0.37% | $10.37M | New | 0.34% |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 470,000 | 0.36% | $9.99M | New | 0.45% |
| Covalis Capital LLP | 271,486 | 0.21% | $5.77M | New | 0.33% |
| Amicus Financial Advisors, LLC | 189,301 | 0.14% | $4.02M | New | 0.99% |
| Russell Investments Group, Ltd. | 173,008 | 0.13% | $3.68M | New | 0.00% |
| Sourcerock Group LLC | 167,460 | 0.13% | $3.56M | New | 0.19% |
| Needham Investment Management LLC | 160,000 | 0.12% | $3.40M | New | 0.10% |
| Jane Street Group, LLC | 153,744 | 0.12% | $3.27M | New | 0.00% |
| Seven Grand Managers, LLC | 150,000 | 0.11% | $3.19M | New | 0.13% |
| Marshall Wace, Llp | 123,612 | 0.09% | $2.63M | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 74 | 17M | 13.2% | 74 / 0 | 0 / 0 | 17M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EROK | Value | % of fund | As of |
|---|---|---|---|---|---|
| Horizon Kinetics Inflation Beneficiaries ETF | 1,280,703 | 0.97% | $27.21M | 1.85% | Jun 30, 2026 |
| T. Rowe Price Real Assets Fund, Inc. | 517,214 | 0.39% | $10.99M | 0.11% | Jun 30, 2026 |
| T. Rowe Price New Era Fund | 500,616 | 0.38% | $10.64M | 0.37% | Jun 30, 2026 |
| Ave Maria Value Fund | 200,000 | 0.15% | $4.25M | 0.79% | Jun 30, 2026 |
| American Beacon Small Cap Value Fund | 197,897 | 0.15% | $4.43M | 0.12% | Jul 31, 2026 |
| Ave Maria Growth Focused Fund | 188,777 | 0.14% | $4.01M | 4.84% | Jun 30, 2026 |
| 1290 VT Small Cap Value Portfolio | 184,200 | 0.14% | $3.91M | 0.83% | Jun 30, 2026 |
| BlackRock Global Allocation Fund, Inc. | 166,772 | 0.13% | $3.73M | 0.02% | Jul 31, 2026 |
| Needham Aggressive Growth Fund | 152,000 | 0.12% | $3.23M | 0.12% | Jun 30, 2026 |
| Ave Maria Value Focused Fund | 75,338 | 0.06% | $1.60M | 1.26% | Jun 30, 2026 |
| U.S. Small Cap Equity Fund | 62,763 | 0.05% | $1.41M | 0.14% | Jul 31, 2026 |
| BlackRock Event Driven Equity Fund | 58,218 | 0.04% | $1.30M | 0.03% | May 29, 2026 |
| BlackRock Global Allocation V.I. Fund | 38,911 | 0.03% | $826.86K | 0.02% | Jun 30, 2026 |
| JNL/BlackRock Global Allocation Fund | 33,797 | 0.03% | $718.19K | 0.02% | Jun 30, 2026 |
| Blackstone Alternative Multi-Strategy Fund | 27,834 | 0.02% | $591.47K | 0.02% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gregory Phillip Pipkin Jr. | Chief Executive Officer, Director | 784,775 | 0.60% | Jul 24, 2026 |
| Robert W. Hunt JR | General Counsel | 357,495 | 0.27% | Sep 14, 2026 |
| Neal H. Shah | See Remarks | 832,393 | 0.63% | Sep 14, 2026 |
| Raj Kumar | Director | 13,229 | 0.01% | Sep 14, 2026 |
| Richard Harlan Coats | Director | 9,521,264 | 7.24% | Sep 14, 2026 |
| Michael Wayne Wallace | Director | 257,244 | 0.20% | Sep 14, 2026 |
| James Carl Nelson | Director | 57,534 | 0.04% | Sep 14, 2026 |
| Stephanie L. Reed | Director | 21,047 | 0.02% | Sep 14, 2026 |
| Jeff Slaughter Lott | Director | 257,244 | 0.20% | Sep 14, 2026 |
| Group Inc Tcw | 10% owner | 4,560,688 | 3.47% | May 19, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeff Slaughter Lott Director | Sep 10, 2026 | Award | +7,244 | – | – | 257,244 |
| Stephanie L. Reed Director | Sep 10, 2026 | Award | +7,534 | – | – | 21,047 |
| James Carl Nelson Director | Sep 10, 2026 | Award | +7,534 | – | – | 7,534 |
| Michael Wayne Wallace Director | Sep 10, 2026 | Award | +7,244 | – | – | 7,244 |
| Robert W. Hunt JR General Counsel | Sep 10, 2026 | Award | +27,473 | – | – | 357,495 |
| Richard Harlan Coats Director | Sep 10, 2026 | Award | +7,244 | – | – | 7,244 |
| Raj Kumar Director | Sep 10, 2026 | Award | +7,824 | – | – | 13,229 |
| Neal H. Shah See Remarks | Sep 10, 2026 | Award | +47,619 | – | – | 832,393 |
| Neal H. Shah See Remarks | Jul 24, 2026 | Tax withholding | −498,470 | $22.32 | $11.13M | 784,774 |
| Neal H. Shah See Remarks | Jul 24, 2026 | Award | +1,283,244 | – | – | 1,283,244 |
| Robert W. Hunt JR General Counsel | Jul 24, 2026 | Tax withholding | −203,491 | $22.32 | $4.54M | 330,022 |
| Robert W. Hunt JR General Counsel | Jul 24, 2026 | Award | +533,513 | – | – | 533,513 |
| Gregory Phillip Pipkin Jr. Chief Executive Officer, Director | Jul 24, 2026 | Tax withholding | −498,469 | $22.32 | $11.13M | 784,775 |
| Gregory Phillip Pipkin Jr. Chief Executive Officer, Director | Jul 24, 2026 | Award | +1,283,244 | – | – | 1,283,244 |
| Richard Harlan Coats Director | May 15, 2026 | Award | +743,745 | – | – | 743,745 |
| Richard Harlan Coats Director | May 15, 2026 | Award | +8,770,275 | – | – | 8,770,275 |
| Stephanie L. Reed Director | May 15, 2026 | Buy | +13,513 | $18.50 | $249.99K | 13,513 |
| Michael Wayne Wallace Director | May 15, 2026 | Buy | +250,000 | $18.50 | $4.63M | 250,000 |
| Jeff Slaughter Lott Director | May 15, 2026 | Buy | +250,000 | $18.50 | $4.63M | 250,000 |
| Raj Kumar Director | May 15, 2026 | Buy | +5,405 | $18.50 | $99.99K | 5,405 |
| James Carl Nelson Director | May 15, 2026 | Buy | +50,000 | $18.50 | $925.00K | 50,000 |
| James Carl Nelson Director | May 15, 2026 | Buy | +50,000 | $18.50 | $925.00K | 50,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.