本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Kimmeridge Energy Management Company, LLC (CIK 1706220) reported $848.6M across 3 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VNOM ($664.9M, 78.35%), DVN ($133.2M, 15.69%), VTS ($50.5M, 5.95%), CTRA ($0, 0.00%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30