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NYSE · Energy

CNX RES CORP CNX

CNX Resources is an independent natural gas exploration and production company with operations spanning upstream development, midstream transportation and technology applications, headquartered in the Appalachian region and characterized by ultra-low carbon emissions intensity. The company is committed to enhancing long-term shareholder value per share through responsible resource development and free cash flow allocation. As of the end of 2025, proven natural gas reserves reached 9.7 trillion cubic feet equivalent. Investors can focus on its production growth, cost control and capital return strategies.

Sources Company investor relations investors.cnx.com
Natural Gas

Company profile

Business mix

  • Natural gas upstream exploration, development and production, midstream infrastructure operations, and related technology research and development, focusing on the Appalachian Basin.
  • Expand asset scale and strengthen our reserve base through prudent allocation of free cash flow, including strategic bolt-on acquisitions such as the acquisition of Apex Energy II.
  • As of the end of 2025, it has proven natural gas reserves of 9.7 trillion cubic feet equivalent, providing a solid foundation for long-term production.

Current key questions

  • The balance between natural gas price fluctuations and production cost control; the company relies on low-cost structure and regional advantages to cope with market cycles.
  • Free cash flow generation and distribution – optimization between reinvestment, leverage reduction and shareholder returns such as share buybacks or dividends.
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 4.63 FCF 11.73% Buyback -9.05%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Southeastern Asset Management Mason Hawkins 7.6% $154.7M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $29.8M Estimated from net reduced shares
Net share change / base shares -16.1% -772,067 / 4,786,178
Southeastern Asset Management Mason Hawkins 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -6.8% 13F value change -$363,262
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 6.5% 13F value change +$2.3M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -0.4% 13F value change +$21.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -15.2% 13F value change -$19.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,786,178 Last 4 periods -772,067 (-16.1%) Total shares 4,014,111 Value $154.7M

Recent mentions

No public mentions.