Bkv (BKV)Merewether Investment Management, LP added to its stake +800K shares

1.68M

Shares reported · +800K vs prior quarter

1.1%

Disclosed portfolio weight

$45.5M

Reported value

Holdings as of

Dec 31, 2025

Filed

Feb 17, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jan 30, 2026Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and signed an important agreement (and 2 more items)“The information provided in the Introductory Note of this Current Report on Form 8-K is incorporated herein by reference. The BKV-BPP Power Joint Venture is an existing joint venture between BKV and BPPUS that owns two modern combined cycle gas and steam turbine power plants located in the ERCOT North Zone in Temple, Texas.”

What came next

1. Feb 19, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On February 19, 2026, the Board of Directors (the “Board”) of BKV Corporation (the “Company”) approved the annual performance-based bonus earned for 2025 by each of the Company’s named executive officers (each, an “NEO”).”
2. Feb 25, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
3. Mar 10, 2026Company filing · Form 8-K · Material agreement, Other newsSigned an important agreement, and reported other company news
4. May 7, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
5. May 20, 2026Company filing · Form 8-K · Material agreementSigned an important agreement

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Bkv

For Bkv, OQRO holds 1 insider filing (SEC Form 4 or Form 144) and 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its BKV page.

How this filing works

• SEC Form 13F

Other disclosures at Bkv

• SEC Form 4Sep 29, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 4Sep 2, 2025
• SEC Form 13F-HRAug 14, 2025
• SEC Form 4Aug 12, 2025

Everything OQRO holds on this company is on its BKV page.