Riverstone Holdings LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Riverstone Holdings LLC reported 5 stock positions worth $754.1 million. Its top holding was Permian Resources Class A (PR) at 83.9% of the portfolio, followed by Veren (VRN, 10.3%) and Vital Energy (VTLE, 3.0%). Compared with Q1 2024, it opened 1 new position, sold out of 2 and reduced 3. The biggest buy was a new position in Vital Energy (VTLE) and the biggest sale Veren (VRN, shares −76%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001247497
Portfolio Value
$754.1M (Q2 2024)
SEC Filing
0001104659-24-089515 ↗ filed Aug 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.3B Q1 2024 Q2 2024: $754.1M $754.1M Q2 2024 Q3 2024: $618.5M Q3 2024 Q4 2024: $631.2M Q4 2024 Q1 2025: $604.1M Q1 2025 Q2 2025: $543.9M Q2 2025 Q3 2025: $32.8M Q3 2025 Q4 2025: $34.1M Q4 2025 Q1 2026: $35.5M Q1 2026 Q2 2026: $30.5M Q2 2026

Holdings 5 stocks · $754.1M
PR Permian Resources Corp. Class A 83.93% 39,187,864 $632.9M Reduce -12.9%
VRN Veren Inc. 10.25% 9,823,723 $77.3M Reduce -75.9%
VTLE Vital Energy Inc. 2.97% 500,284 $22.4M New
EVVAQ Enviva LLC 1.85% 32,416,420 $13.9M No change
SLDP Solid Power Inc. 0.99% 4,545,107 $7.5M Reduce -2.9%
Other holdings (2): bonds, preferreds, convertibles and warrants · $1.0M (not counted above)
SecurityClassShares / PrincipalValueChange
SLDPW Decarbonization Plus -CW23 *W EXP 12/08/202 6,051,031$998KNo change
HYZON MOTORS INC *W EXP 10/02/202 1,320,970$26KNo change

Total filed on the 13F, all lines: $755.1M.

Portfolio Sells Q1 2024 → Q2 2024
VRN Veren Inc. Reduce -75.9% 10.25% −14.83
LAREDO PETROLEUM INC Sold out 0.00% −13.32
TRITIUM DCFC LIMITED Sold out 0.00% −0.03
SLDP Solid Power Inc. Reduce -2.9% 0.99% +0.28
PR Permian Resources Corp. Class A Reduce -12.9% 83.93% +24.15

Portfolio Buys Q1 2024 → Q2 2024
VTLE Vital Energy Inc. New 2.97% +2.97

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$30.5MPR, SLDP, CRGY
Q1 2026 3$35.5MPR, SLDP, CRGY
Q4 2025 3$34.1MSLDP, PR, CRGY
Q3 2025 3$32.8MSLDP, PR, VTLE
Q2 2025 3$543.9MPR, SLDP, VTLE
Q1 2025 4$604.1MPR, VRN, SLDP, VTLE
Q4 2024 4$631.2MPR, VRN, VTLE, SLDP
Q3 2024 5$618.5MPR, VRN, VTLE, EVVAQ, SLDP
Q2 2024 5$754.1MPR, VRN, VTLE, EVVAQ, SLDP
Q1 2024 6$1.3BPR, CRESCENT PT ENERGY CORP, LAREDO PETROLEUM INC, EVVAQ, SLDP