Kimmeridge Energy Management Company, LLC
Kimmeridge Energy Management Company, LLC reported 3 US-listed holdings worth $848.6 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Viper Energy, Inc. (78.4%), Devon Energy Corp. (15.7%) and Vitesse Energy Inc (6.0%). Against the quarter before, it opened 3 positions, added to 0, trimmed 0 and sold out of 1.
Reported holdings$848.6M+183.4% on Q1 2026
Positions3+2 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Opened
The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 3Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Viper Energy, Inc. VNOM$664.9 million
- Devon Energy Corp. DVN$133.2 million
- Vitesse Energy Inc VTS$50.5 million
Sold out of 1
- Coterra Energy Inc. CTRA$299.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Viper Energy, Inc. VNOM | 15.7M | $664.9 million | 78.35% | new |
| Devon Energy Corp. DVN | 3.2M | $133.2 million | 15.69% | new |
| Vitesse Energy Inc VTS | 1.9M | $50.5 million | 5.95% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.