NYSE · Utilities

Antero Midstream AM

Antero Midstream Corporation owns, operates, and develops midstream energy assets in the Appalachian Basin. It operates in two segments, Gathering and Processing, and Water Handling. The gathering and processing segment includes a network of gathering pipelines and compressor stations that collect and process natural gas and NGLs from Antero Resources’ wells in West Virginia and Ohio.

Natural Gas Distribution

Company profile

Business mix

  • It operates in two segments, Gathering and Processing, and Water Handling.
  • The Water Handling segment delivers water from sources, including the Ohio River, local reservoirs, and various regional waterways; other fluid handling services, which include transfer and disposal.
  • Antero Midstream Corporation was founded in 2002 and is headquartered in Denver, Colorado.

Current key questions

  • How sensitive are revenue and cash flow to commodity prices, production volumes, and demand in oil & gas midstream?
  • Can capital spending, reserves, decline rates, and operating costs support durable free cash flow?
  • Do balance-sheet discipline and shareholder returns remain resilient across the energy cycle?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 25.04 FCF 7.85% Buyback 0.97%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.2% $49.4M 2026-03-31
Brave Warrior Advisors Glenn Greenberg 1.0% $41.9M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $811,224 Estimated from net added shares
Reduction amount $184,520 Estimated from net reduced shares
Net share change / base shares +0.7% +27,487 / 3,979,296
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 1.7% 13F value change +$11.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,131,324 Last 1 periods +35,580 (+1.7%) Total shares 2,166,904 Value $49.4M
Brave Warrior Advisors Glenn Greenberg 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.4% 13F value change +$9.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,847,972 Last 1 periods -8,093 (-0.4%) Total shares 1,839,879 Value $41.9M

Recent mentions

No public mentions.