Kimmeridge Energy Management Company, LLC 13F Holdings · Q2 2026
Kimmeridge Energy Management Company, LLC reported 3 securities worth $848.58M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VNOM (78.35%), DVN (15.69%), VTS (5.95%). Among its top 25 positions this quarter: 3 new, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VNOM | VIPER ENERGY INC | $664.9M | 78.35% | 15.7M | New |
| 2 | DVN | DEVON ENERGY CORP NEW | $133.2M | 15.69% | 3.2M | New |
| 3 | VTS | VITESSE ENERGY, INC | $50.5M | 5.95% | 1.9M | New |
| 4 | CTRA | COTERRA ENERGY INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR