Kimmeridge portfolio — 13F holdings Q2 2026
Kimmeridge (Ben Dell) reported 3 long positions worth $848.6 million as of 2026-06-30. Top holdings: Viper Energy, Inc., DEVON ENERGY CORP/DE, Vitesse Energy, Inc., Coterra Energy Inc.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| Viper Energy, Inc. | 2026-06-30 | 664871771.00 USD | 78.35% | buy | Original filing |
| DEVON ENERGY CORP/DE | 2026-06-30 | 133184773.00 USD | 15.69% | buy | Original filing |
| Vitesse Energy, Inc. | 2026-06-30 | 50525957.00 USD | 5.95% | buy | Original filing |
| Coterra Energy Inc. | 2026-03-31 | — | — | exited | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-11-14 00:00:00 | 13F-HR/A | Original filing |
| 2025-03-31 | 2025-05-13 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-10 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-13 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-14 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-01-09 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-10-25 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-07-31 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-11 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-22 00:00:00 | 13F-HR/A | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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