Here’s Why EOG Resources (EOG) Surged in Q1
Key takeaways
- A copy of the letter is available to download here.
- In its first-quarter 2026 investor letter, Yacktman Focused Fund highlighted EOG Resources, Inc.
- Yacktman Focused Fund stated the following regarding EOG Resources, Inc.
Here’s Why EOG Resources (EOG) Surged in Q1 Soumya Eswaran Mon, May 25, 2026 at 10:51 PM GMT+7 3 min read ^GSPC EOG Yachtman Asset Management released its first-quarter 2026 investor letter for its AMG “Yacktman Focused Fund”. A copy of the letter is available to download here. The Fund returned 10.37% for the first quarter, outperforming both the Russell 1000® Value Index and the S&P 500 Index, which returned 2.10% and -4.33%, respectively. The U.S. markets continue to post new highs, with the S&P 500® having compounded at mid-twenties percent returns from 2023 to 2025. The letter noted that there are no indications of a slowdown in the US market, despite significant geopolitical events. The Fund remains disciplined, investing in companies and building a portfolio of strong, risk-adjusted returns throughout the market cycle, emphasizing a long-term strategy for differentiated returns. In addition, please check the Fund’s top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Yacktman Focused Fund highlighted EOG Resources, Inc. (NYSE:EOG). EOG Resources, Inc. (NYSE:EOG) is a US-based oil and natural gas exploration and production company that offers crude oil and condensate, gathering, processing, and marketing. On May 22, 2026, EOG Resources, Inc. (NYSE:EOG) closed at $141.22 per share. One-month return of EOG Resources, Inc. (NYSE:EOG) was 6.01%, and its shares gained 23.42% over the past 52 weeks. EOG Resources, Inc. (NYSE:EOG) has a market capitalization of $75.22 billion.
Yacktman Focused Fund stated the following regarding EOG Resources, Inc. (NYSE:EOG) in its Q1 2026 investor letter: