Kimmeridge Energy Management Company, LLC 13F holdings
Kimmeridge Energy Management Company, LLC reported 3 positions with a total reported value of $848.6M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: VNOM VIPER ENERGY INC (78.4%), DVN DEVON ENERGY CORP NEW (15.7%), VTS VITESSE ENERGY, INC (6.0%). Against 2026-03-31 it opened 3 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
3 largest of 3 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| VNOM VIPER ENERGY INC | 15,680,938 | $664.9M | 78.4% |
| DVN DEVON ENERGY CORP NEW | 3,223,252 | $133.2M | 15.7% |
| VTS VITESSE ENERGY, INC | 1,935,698 | $50.5M | 6.0% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| COTERRA ENERGY INC | 8,520,212 | $299.4M | 100.0% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
No position was decreased.
CIK 1706220 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
