Kimmeridge Energy Management Company, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Kimmeridge Energy Management Company, LLC reported 3 stock positions worth $848.6 million. Its top holding was Viper Energy Class A (VNOM) at 78.4% of the portfolio, followed by Devon Energy (DVN, 15.7%) and Vitesse Energy (VTS, 6.0%). Compared with Q1 2026, it opened 3 new positions and sold out of 1. The biggest buy was a new position in Viper Energy Class A (VNOM) and the biggest sale an exit from Coterra Energy (CTRA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001706220
- Portfolio Value
- $848.6M (Q2 2026)
- SEC Filing
- 0000902664-26-003517 ↗ filed Aug 14, 2026
Holdings Value
Holdings 3 stocks · $848.6M
Portfolio Sells Q1 2026 → Q2 2026
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −100.00 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3 | $848.6M | VNOM, DVN, VTS |
| Q1 2026 | 1 | $299.4M | CTRA |
| Q4 2025 | 4 | $626.3M | DVN, CTRA, CIVI, VNOM |
| Q3 2025 | 3 | $399.8M | CIVI, DVN, VNOM |
| Q2 2025Amended | 3 | $1.1B | STR, CIVI, DVN |
| Q1 2025 | 3 | $1.2B | STR, EXE, CIVI |
| Q4 2024 | 3 | $1.5B | STR, EXE, CIVI |
| Q3 2024 | 4 | $1.6B | STR, EXE, SWN, CIVI |
| Q2 2024 | 4 | $1.6B | STR, EXE, CIVI, SWN |
| Q1 2024 | 5 | $2.1B | STR, CIVI, EXE, SWN, SBOW |