Kimmeridge Energy Management Company, LLC
Net buyer this quarter
$849M
3
+$529M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
| VNOM | $665M | 78.35% | Not reported | Not reported | Q3 2025 |
 DVN | $133M | 15.69% | 0.52% | Not reported | Q2 2025 |
 VTS | $50.5M | 5.95% | 4.64% | New | Q2 2026 |
| Q1 2026 | |||||
| CTRA | $299M | 100.00% | Not reported | +35.6% | Q4 2025 |
| Q4 2025 | |||||
| DVN | $324M | 51.77% | 1.41% | +56.5% | Q2 2025 |
| CTRA | $165M | 26.40% | Not reported | New | Q4 2025 |
| CIVI | $136M | 21.68% | 5.88% | -18.8% | Q4 2021 |
| VNOM | $957K | 0.15% | Not reported | Not reported | Q3 2025 |
| Q3 2025 | |||||
| CIVI | $201M | 50.17% | 7.24% | -26.6% | Q4 2021 |
| DVN | $198M | 49.59% | 0.89% | +4.8% | Q2 2025 |
| VNOM | $947K | 0.24% | Not reported | New | Q3 2025 |