Institutions / Encompass Capital Advisors LLC
Encompass Capital Advisors LLC
CIK 1541901 · Institution · as of Dec 31, 2025
Portfolio value
$2.09B
Positions
48
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 48 →
| Company | Value | % of portfolio |
|---|---|---|
| T1 Energy Inc | $233.59M | 11.2% |
| Sable Offshore Corp. | $121.67M | 5.8% |
| Solaris Energy Infrastructure, Inc. | $117.66M | 5.6% |
| Diamondback Energy, Inc. | $112.20M | 5.4% |
| National Energy Services Reu | $111.24M | 5.3% |
| Constellium SE | $87.80M | 4.2% |
| Kirby Corp | $71.59M | 3.4% |
| Helmerich & Payne Inc | $59.70M | 2.9% |
| Matador Resources Co | $53.25M | 2.5% |
| Viper Energy, Inc. | $52.09M | 2.5% |
| Nucor Corp | $51.14M | 2.4% |
| Weatherford International PLC | $46.90M | 2.2% |
| Baytex Energy Corp. | $45.05M | 2.2% |
| Nextpower Inc. | $43.54M | 2.1% |
| COMMERCIAL METALS Co | $41.52M | 2.0% |
| Shoals Technologies Group -A | $41.00M | 2.0% |
| Alcoa Corp | $40.57M | 1.9% |
| Precision Drilling Corp | $39.95M | 1.9% |
| Hunt J B Transport Services Inc | $39.84M | 1.9% |
| GXO Logistics, Inc. | $36.79M | 1.8% |
| Chord Energy Corp | $36.26M | 1.7% |
| Standard Lithium Ltd | $36.00M | 1.7% |
| Primoris Services Corp | $35.99M | 1.7% |
| Ormat Technologies Inc | $34.54M | 1.7% |
| Cameco Corp | $34.31M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.