Viper Energy Inc-cl A (VNOM) — Smart Money Tracker (13F, Q2 2026)

VNOM ranks #1195 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

VNOM is a top-conviction position for Kimmeridge Energy Management Company, LLC — at 78.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in VNOM belongs to Capital World Investors, but the position matters far more to Kimmeridge Energy Management Company, LLC, who has 78.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its VNOM position for two straight quarters, increasing it by $221.8M to reach $228.0M today.

Oaktree Capital Management LP has trimmed its VNOM position for two straight quarters, cutting it by $82.0M while still holding $160.8M.

VNOM is up 1.4% today, and institutions have been net buyers of $1.0B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

VNOM posted net income of $59.0M over the trailing twelve months, and currently trades at a P/E of 108.2.

• Profitable — net income of $59.0M over the trailing twelve months
• Revenue grew 104.0% year over year
• Net income declined year over year, from $371.0M to $59.0M
• Generated $1.1B in positive operating cash flow
• Current ratio of 3.72x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.52x equity — within a conventional range