Kimmeridge Energy Management Company, LLC

NEW YORK, NY · CIK 1706220 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$6.3bn
Staff73 · 20 in investment roles
Main clients (by assets)Private funds 85%, Companies 15%
Private funds24 · $5.3bn gross assets
Websitekimmeridge.com
Form ADV · 2026-05-06SEC adviser record

Legal entityKimmeridge Energy Management Company, LLC (US)

$848.6m reported value +183.4% vs Q1 2026

3positions

100.0%in top 10

3 new 0 added 0 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	VIPER ENERGY INC CL A VNOM	VNOM	15,680,938	$664.9m78.35%	78.35%	New
2	DEVON ENERGY CORP NEW COM DVN	DVN	3,223,252	$133.2m15.69%	15.69%	New
3	VITESSE ENERGY INC COMMON STOCK VTS	VTS	1,935,698	$50.5m5.95%	5.95%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
COTERRA ENERGY INC CTRA	CTRA	8,520,212	$299.4m8.5m shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
VIPER ENERGY INC VNOM · 13G · filed 2026-05-11	VNOM	7.5%≈ $664.9m	-1.6 pts	13G	2026-05-11
CIVITAS RESOURCES INC CIVI · 13D · filed 2025-11-10	CIVI	5.9%	-3.2 pts	13D	2025-11-10