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Kimmeridge Energy Management Company, LLC

hedge fundUpdated 27 days ago

Managed by Kimmeridge Energy Management Company, Llc • Latest filing Q2 2026

Portfolio value
$848.6M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-25.3%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$2.2B
Q2 2023$2.4B
Q3 2023$2.3B
Q4 2023$2.2B
Q1 2024$2.1B
Q2 2024$1.6B
Q3 2024$1.6B
Q4 2024$1.5B
Q1 2025$1.2B
Q2 2025$902.1M
Q3 2025$399.8M
Q4 2025$626.3M
Q1 2026$299.4M
Q2 2026$848.6M

Top holdings

3 positions as of Q2 2026

View filing
V

VIPER ENERGY INC

Value
$664.9M
Shares
15.68M
% Port
78.35%
D
2.DVN

DEVON ENERGY CORP NEW

Value
$133.2M
Shares
3.22M
% Port
15.70%
V
3.VTS

VITESSE ENERGY, INC

Value
$50.5M
Shares
1.94M
% Port
5.95%

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