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VNOM · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • VNOM
  • GEV
010203040Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterVNOMGEV
Q1 2024none listed holders, n.a.3 holders, $544m
Q2 2024none listed holders, n.a.26 holders, $9.8bn
Q3 2024none listed holders, n.a.31 holders, $11.9bn
Q4 2024none listed holders, n.a.37 holders, $15.3bn
Q1 2025none listed holders, n.a.36 holders, $14.8bn
Q2 2025none listed holders, n.a.36 holders, $26.3bn
Q3 202513 holders, $2.1bn35 holders, $29.5bn
Q4 20259 holders, $2.0bn34 holders, $28.7bn
Q1 202612 holders, $2.9bn31 holders, $36.7bn
Q2 202610 holders, $2.6bn28 holders, $45.0bn
VNOM

Viper Energy Inc

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

GEV

Ge Vernova Inc

Holders
36
Reported value
$26.3bn
Buyers
21
Sellers
16

Breadth +5 among 95 comparable managers.

Who holds both, Q2 2025

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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