Will Viper Energy (VNOM) Continue to Strengthen Its Position?

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, equity markets experienced one of their most turbulent periods in recent history. Small-cap stocks managed a rebound in the quarter, recovering from declines at the beginning of the year. Among style indexes, the Russell 2000® Growth Index led the way with an 11.96% gain, outpacing the Russell 2000® Value Index, which rose by 4.96%. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, the Carillon Eagle Small Cap Growth Fund highlighted stocks such as Viper Energy, Inc. (NASDAQ:VNOM). Viper Energy, Inc. (NASDAQ:VNOM) is an energy company that owns mineral and royalty interests in oil and natural gas properties. Viper Energy, Inc. (NASDAQ:VNOM) stock fell 0.95% over the past month, and its shares declined 19.13% in value over the last 52 weeks. On August 19, 2025, Viper Energy, Inc. (NASDAQ:VNOM) stock closed at $37.37 per share, with a market capitalization of $10.783 billion.

Carillon Eagle Small Cap Growth Fund stated the following regarding Viper Energy, Inc. (NASDAQ:VNOM) in its second quarter 2025 investor letter:

“Viper Energy, Inc. (NASDAQ:VNOM) owns and acquires mineral and royalty interests in oil and natural gas properties primarily in the Permian Basin. The company’s stock was under pressure following the decline in oil prices brought on by global macroeconomic concerns spurred by the ongoing trade war as well as the decision of the Organization of the Petroleum Exporting Countries (OPEC) to bring more production online in the coming months. Despite this, we remain optimistic about the company’s prospects, as it continues to strengthen its position in the minerals space, partly through accretive acquisitions. Additionally, its relationship with its parent company, Diamond back, gives Viper Energy what we regard as unrivaled visibility to future growth, a characteristic that is currently lacking throughout most of the oil and gas industry.”

Jim Cramer on Viper Energy (VNOM): “Not My Cup of Tea”

The sun rising over a sprawling network of oil & gas pipelines near Midland, Texas.

 

Viper Energy, Inc. (NASDAQ:VNOM) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge fund portfolios held Viper Energy, Inc. (NASDAQ:VNOM) at the end of the first quarter, which was 35 in the previous quarter. While we acknowledge the risk and potential of Viper Energy, Inc. (NASDAQ:VNOM) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Viper Energy, Inc. (NASDAQ:VNOM) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Viper Energy, Inc. (NASDAQ:VNOM) and shared the list of best dividend stocks with a consistent 3-year payout history. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This article is originally published at Insider Monkey.