EagleRock Land, LLC filed a Form 8-K with the U.S. Securities and Exchange Commission on November 3, 2026, disclosing a new water system management agreement, third-quarter 2026 financial results, and two bolt-on acquisitions in the Midland Basin.

Key Highlights

  • New water agreement: DE IV Flow, LLC, a wholly owned subsidiary of EagleRock Land, entered into the Double Eagle V WSMA with DEF Operating, LLC on November 3, 2026.
  • Acreage dedication: Approximately 35,000 acres in Glasscock and Midland Counties, Texas were dedicated under the related Double Eagle V Gathering Agreement.
  • Revenue structure: DE Flow will receive monthly royalties on 50% of the net proceeds realized by DEF Operating from the DE V Water System.
  • Agreement term: The Double Eagle V WSMA carries an initial term expiring December 31, 2035, with one automatic three-year renewal unless terminated beforehand.
  • Related party: DEF Operating is an affiliate of Double Eagle IV Midco, LLC, which the filing identifies as a beneficial owner of more than 5% of the Company's common shares.
  • Midland Basin activity: The Company also announced completion of two bolt-on acquisitions in the Midland Basin, according to a press release furnished as Exhibit 99.2.
  • Quarterly results: A press release covering financial results for the quarter ended September 30, 2026 was furnished as Exhibit 99.1.

EagleRock Land's Water Infrastructure Expansion in West Texas

EagleRock Land, LLC (NYSE:EROK), a Texas-organized limited liability company headquartered at 9655 Katy Freeway, Suite 375, Houston, Texas, operates water infrastructure assets in West Texas. The company disclosed that its subsidiary DE IV Flow, LLC entered into a water system management agreement with DEF Operating, LLC, an affiliate of Double Eagle IV Midco, LLC. DEF Operating already operates the company's existing integrated water infrastructure system in Reagan County, Texas, and will now also oversee the new DE V Water System to be built in Glasscock and Midland Counties.

According to the filing, the Double Eagle V WSMA obligates DEF Operating to develop, construct, operate, maintain, and repair the DE V Water System, which DE Flow will own. DEF Operating is authorized to use that system "to store, transport, treat, process, dispose of, purchase and sell produced water, fresh water, blended water, treated water and recycled water" from the dedicated acreage. The agreement includes mutual termination rights tied to payment or performance defaults, along with confidentiality, indemnification, insurance, and change-of-control provisions.

The water management agreement was entered into alongside the Double Eagle V Gathering Agreement, dated November 3, 2026, among DEF Operating, DE Flow, and DE West Texas, LLC. That supply agreement governs produced water gathering and disposal services and supply water sales across the approximately 35,000 dedicated acres. Separately, the company issued a press release on the same date announcing both the acreage dedication and the completion of two bolt-on acquisitions in the Midland Basin. The company is classified as an emerging growth company under applicable SEC rules, as indicated on the filing's cover page.

What Was Disclosed

EagleRock Land's November 3, 2026 Form 8-K disclosed a new water system management agreement covering roughly 35,000 acres in West Texas, third-quarter 2026 financial results, a third-quarter investor presentation, and two completed bolt-on acquisitions in the Midland Basin.