Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Kimmeridge Energy Management Company, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

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.

RankTickerCompanyValue% PortfolioSharesAction
1VNOMVIPER ENERGY INC$664.9M78.35%15.7MNew
2DVNDEVON ENERGY CORP NEW$133.2M15.69%3.2MNew
3VTSVITESSE ENERGY, INC$50.5M5.95%1.9MNew
4CTRACOTERRA ENERGY INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30