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Kimmeridge Energy Management Company, LLC Historic Quarter Change: USA Stocks, New

Kimmeridge Energy Management Company, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Kimmeridge Energy Management Company, LLC opened 6 positions, added to 6, reduced 5 and sold out of 6.

  • Q2 2026: Stock VNOM; Country of operation United States; Class CL A; Shares before 0.
  • Q2 2026: Stock DVN; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock VTS; Country of operation United States; Class COMMON STOCK; Shares before 0.
  • Q4 2025: Stock CTRA; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1706220), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VNOM
VIPER ENERGY INC
United StatesCL A015,680,938+15,680,938$0$664,871,771+$664,871,7712026-08-14
Q2 2026DVN
DEVON ENERGY CORP NEW
United StatesCOM03,223,252+3,223,252$0$133,184,773+$133,184,7732026-08-14
Q2 2026VTS
VITESSE ENERGY, INC
United StatesCOMMON STOCK01,935,698+1,935,698$0$50,525,957+$50,525,9572026-08-14
Q4 2025CTRA
COTERRA ENERGY INC
United StatesCOM06,282,818+6,282,818$0$165,363,770+$165,363,7702026-02-17
Q3 2025DVN
DEVON ENERGY CORP NEW
United StatesCOM05,654,928+5,654,928$0$198,261,776+$198,261,7762025-11-14
Q3 2025VNOM
VIPER ENERGY INC
United StatesCL A024,778+24,778$0$947,015+$947,0152025-11-14

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