Fund Holdings — Kimmeridge Energy Management Company, LLC

Total Portfolio Value:
$848.58M
Total Bought:
$848.58M
Total Sold:
$299.40M
Net Transaction:
+$549.18M
Notable People:
Benjamin Philip Dell, Noam (Nmn) Lockshin, Karim Henry Makansi, Neil Andrew Mcmahon, Alexander Zhiming Inkster, Neda (Nmn) Jafar, Emily Rachal Mills
Securities
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SharesValue
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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Viper Energy, Inc.(VNOM)015,680,938+15,680,938$0$664.87M78.35%+$664.87M
Devon Energy Corporation(DVN)03,223,252+3,223,252$0$133.18M15.69%+$133.18M
VITESSE ENERGY, INC01,935,698+1,935,698$0$50.53M5.95%+$50.53M
COTERRA ENERGY INC8,520,2120-8,520,212$299.40M$0—-$299.40M
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Kimmeridge Energy Management Company, LLC — 13F Holdings — Q2 2026 | TickerTrail