SEC 13F Intelligence

Kimmeridge Energy Management Company, LLC / EXE

Kimmeridge Energy Management Company, LLC’s Expand Energy Corporation Position

Does Kimmeridge Energy Management Company, LLC own Expand Energy Corporation (EXE)? Not currently — the last reported position was 3.18M shares worth $355M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$355M
Q1 2025
Shares
3.18M
% of Portfolio
+28.93%
Quarters Held
13
position exited

Position History EXE

Reported value by quarter
Q1 ’22: $169MQ1 ’22Q2 ’22: $178MQ3 ’22: $242MQ3 ’22Q4 ’22: $242MQ1 ’23: $206MQ1 ’23Q2 ’23: $227MQ3 ’23: $272MQ3 ’23Q4 ’23: $243MQ1 ’24: $255MQ1 ’24Q2 ’24: $304MQ3 ’24: $383MQ3 ’24Q4 ’24: $629MQ1 ’25: $355MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20253.18M$355M+28.93%
Q4 20246.32M$629M+41.38%
Q3 20244.65M$383M+24.37%
Q2 20243.69M$304M+18.76%
Q1 20242.87M$255M+12.18%
Q4 20233.15M$243M+11.03%
Q3 20233.15M$272M+11.64%
Q2 20232.71M$227M+9.43%
Q1 20232.71M$206M+9.40%
Q4 20222.56M$242M+10.08%
Q3 20222.56M$242M+10.83%
Q2 20222.20M$178M+8.71%
Q1 20221.94M$169M+9.56%

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 EXE.