SEC 13F Intelligence

Kimmeridge Energy Management Company, LLC / DVN

Kimmeridge Energy Management Company, LLC’s Devon Energy Corp New Position

Does Kimmeridge Energy Management Company, LLC own Devon Energy Corp New (DVN)? Not currently — the last reported position was 8.85M shares worth $324M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$324M
Q4 2025
Shares
8.85M
% of Portfolio
+51.77%
Quarters Held
2
position exited

Position History DVN

Reported value by quarter
Q3 ’25: $370MQ3 ’25Q4 ’25: $324MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20258.85M$324M+51.77%
Q3 202511.05M$370M+64.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kimmeridge Energy Management Company, LLC’s full portfolio or all institutional holders of DVN.