EagleRock Land, LLC

NYSE: EROK

Day 149 public/EMERGING/IPO May 14, 2026/Oil Royalty Traders

$21.91

▲ 0.33 (+1.53%)

LIVE

updated 15h ago

Intelligence Core

MONITORING

No new filings in 72 h · watching for the next event

Current missionDurability · Day 91–180

Determine whether the company is establishing durable public-market positioning.

Focus

Sustained fundamentalsOwnershipValuationRecurring catalysts

NEUTRALFORMING THESIS…Intelligence score DERIVED

/ 100

Confidence50%

CURRENT THESIS INTERPRETED

EagleRock Land, LLC is an emerging newly-public oil royalty trader showing baseline momentum and high institutional and narrative activity via SEC filings, offset by reported net losses despite positive equity and cash.

Momentum

Price · since IPOLIVE

Yahoo · 103 pts

H $26.60L $19.99Last $21.91

Current ThesisINTERPRETEDLIVE

Why

+High institutional engagement with 5 Schedule 13D/13G disclosures
+Active insider and corporate reporting with 22 insider forms and 7 8-Ks
+Fundamentals reflect reported revenue and positive equity alongside a current net loss

Risks

−Net loss reported in fundamentals despite cash on balance sheet and positive equity
−Early-stage public status with only 149 days public

Catalysts

→Upcoming periodic SEC disclosures
→Further institutional accumulation via Schedule 13 filings

Current Thesis

Company Web Research · Official DomainVIEW ONLY

https://erok.com

VIEW-ONLY

Visit

LIVE · SANDBOXED

Resolving official website…

Research EnvironmentLIVE

Research environment · $EROKSEC · market · news

22 evidence items|newest evidence 10h ago

Core activity · newest firstreal events · view-only

0s agoSCOREDERIVEDIntelligence score 82/100 recomputed from 5 rule-based signals.via Deterministic scoreDERIVED

0s agoSTATECore MONITORING · No new filings in 72 h · watching for the next event. Mission: Durability.via Intelligence Core

10h agoEVIDENCEEagleRock Land (EROK) Looks Pricey As DCF Value Sits 67% Below The Share Pricevia Yahoo · tier 3, cross-check

15h agoOBSERVATIONVERIFIEDLast price $21.91 · +1.53% on the day.via Finnhub quoteVERIFIED

Sep 16, 2026EVIDENCEVERIFIEDForm 8-K filed · 8-K.via SEC EDGARVERIFIED Sep 14, 2026EVIDENCEVERIFIEDForm 4 filed · 4.via SEC EDGARVERIFIED Sep 14, 2026EVIDENCEVERIFIEDForm 4 filed · 4.via SEC EDGARVERIFIED Sep 14, 2026EVIDENCEVERIFIEDForm 4 filed · 4.via SEC EDGARVERIFIED Sep 14, 2026EVIDENCEVERIFIEDForm 4 filed · 4.via SEC EDGARVERIFIED 38d agoEVIDENCEPiper Sandler Maintains Overweight on EagleRock Land, Raises Price Target to $33via Benzinga · tier 3, cross-check 39d agoEVIDENCESLB Stock Surged With Its Sector, But Its Fastest-Growing Line Was Not Drillingvia Yahoo · tier 3, cross-check

Evidence · SEC filing timelineVERIFIED

Filed	Form	Document	Source
2026-09-16	8-K	8-K	SEC ↗
2026-09-14	4	4	SEC ↗
2026-09-14	4	4	SEC ↗
2026-09-14	4	4	SEC ↗
2026-09-14	4	4	SEC ↗

VERIFIEDfrom a primary sourceDERIVEDcomputed by rulesINTERPRETEDreasoned from evidence

Assembled 0s ago · every panel labelled live or simulated · no fabricated metrics