Kimmeridge Energy Management Company, LLC

1. Portfolio Overview

Kimmeridge Energy Management Company, LLC reported a substantial expansion in its 13F portfolio for the period ending September 30, 2025. The total portfolio value surged by 133.0%, growing from approximately $171.58 million in the previous quarter to $399.82 million. This dramatic increase in Assets Under Management (AUM) is driven by a combination of significant new capital deployment and strong performance in existing energy holdings. The portfolio is ch...