Kimmeridge Energy Management Company, LLC — Q3 2025 13F-HR

← Kimmeridge Energy Management Company, LLC

Q3 2025 · 13F-HR

Kimmeridge Energy Management Company, LLCholdings as filed

Filed 2025-11-14 · accession 0000902664-25-004927

$399.8M

Reported value

Positions

2025-09-30

Period end

View analyzed profile →PRO

The Brief · Kimmeridge Energy Management Company, LLC · Q3 2025

AI · grounded in 13F

Kimmeridge Energy Management Company, LLC established a new position in CIVI valued at $200.6M. The fund also initiated a new stake in DVN totaling $198.3M. Additionally, the manager added VNOM to the portfolio with a position of $947,015.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
17888H103	CIVI	CIVITAS RESOURCES INC	$200.6M	50.2%	6,172,518	Common	SOLE
25179M103	DVN	DEVON ENERGY CORP NEW	$198.3M	49.6%	5,654,928	Common	SOLE
64361Q101	VNOM	VIPER ENERGY INC	$947,015	0.24%	24,778	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.