I think the more likely culprits for the increased Haynesville rigs would be Chesapeake (CHK), Comstock (CRK), and Vine (VEI), if we are going to draw from the publicly held companies. The interesting thing about the Haynesville though is that something like 40% of the acreage is held by privately held companies, if memory serves. GDP is pretty much limited to keeping a single rig going, unless prices go really idiotic and they can get some new financing.
Not sure if you've looked at Vine Energy yet, but they are undervalued IMO, and still can be bought for less money than when they went public a few months ago.