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Kimmeridge Energy Management Company, LLC

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13F filer, CIK 1706220, NEW YORK, NY

Kimmeridge Energy Management Company, LLC reported $399,815,626 across 3 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-25-004927

Period
2025-09-30
Reported value
$400M
Holdings
3
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DVNadded+261,179$9.16M
VNOMnew+24,778$947K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SITIO ROYALTIES CORPexited-36,495,520-$671M
CIVIreduced-2,232,000-$72.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0000902664-25-004927, largest first. % of portfolio is the value over $399,815,626, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CIVICIVITAS RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,172,358 shares; 2024Q4: 4,172,358 shares; 2025Q1: 4,172,358 shares; 2025Q2: 8,404,518 shares; 2025Q3: 6,172,518 shares 6,172,518$201M50.17%-2,232,000Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,393,749 shares; 2025Q3: 5,654,928 shares 5,654,928$198M49.59%+261,179Timeline
VNOMVIPER ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,778 shares 24,778$947K0.24%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SITIO ROYALTIES CORPSITIO ROYALTIES CORP36,495,520$671Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000902664-25-004927 base2025-11-14acceptance time not in the bulk data set