EdgeMarket › What Encompass Capital Advisors Llc reported owning
What Encompass Capital Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.3BPositions
61Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SOC Sable Offshore Corp. | 222.2M | 6.7% | 13.4M | 5.10 | -81.2% |
| TE T1 Energy Inc. | 153.5M | 4.6% | 35.0M | 4.42 | +232.3% |
| AESI Atlas Energy Solutions Inc. | 119.9M | 3.6% | 9.1M | 12.58 | +11.7% |
| SEI Solaris Energy Infrastructure, Inc. | 98.9M | 3.0% | 1.8M | 53.28 | +96.2% |
| NESR National Energy Services Reunited Corp. | 91.5M | 2.7% | 4.3M | 33.03 | +297.5% |
| CENX CENTURY ALUMINUM CO | 91.0M | 2.7% | 1.6M | 43.92 | +101.1% |
| BTE BAYTEX ENERGY CORP. | 89.7M | 2.7% | 20.1M | 4.81 | +144.2% |
| KEX KIRBY CORP | 62.4M | 1.9% | 469.6K | 139.93 | +43.4% |
| ALM Almonty Industries Inc. | 62.3M | 1.9% | 4.3M | 18.51 | +340.7% |
| CSTM CONSTELLIUM SE | 60.9M | 1.8% | 2.5M | 27.04 | +87.8% |
| ODFL OLD DOMINION FREIGHT LINE, INC. | 60.6M | 1.8% | 310.1K | 206.47 | +37.4% |
| NXT Nextpower Inc. | 58.4M | 1.7% | 484.3K | 86.18 | +30.3% |
| FPS Forgent Power Solutions, Inc. | 56.4M | 1.7% | 1.9M | 33.18 | — |
| CEG Constellation Energy Corp | 55.9M | 1.7% | 200.0K | 272.88 | -13.2% |
| PSX Phillips 66 | 55.5M | 1.7% | 304.7K | 242.87 | +96.5% |
| CNR Core Natural Resources, Inc. | 52.4M | 1.6% | 500.0K | 95.13 | +37.2% |
| WTTR Select Water Solutions, Inc. | 47.2M | 1.4% | 3.1M | 19.72 | +148.4% |
| MUSA Murphy USA Inc. | 44.5M | 1.3% | 90.0K | 569.72 | +44.5% |
| CMBT CMB.TECH NV | 44.3M | 1.3% | 3.5M | 18.05 | +124.5% |
| VIST Vista Energy, S.A.B. de C.V. | 41.0M | 1.2% | 543.6K | 69.58 | +73.0% |
| UEC URANIUM ENERGY CORP | 40.5M | 1.2% | 3.0M | 12.76 | +35.9% |
| AA Alcoa Corp | 40.1M | 1.2% | 605.1K | 51.85 | +76.8% |
| WHD Cactus, Inc. | 36.3M | 1.1% | 765.5K | 69.43 | +78.1% |
| TBN Tamboran Resources Corp | 35.7M | 1.1% | 713.7K | 37.97 | +83.3% |
| PDS PRECISION DRILLING Corp | 34.5M | 1.0% | 351.2K | 91.69 | +71.5% |
| PR Permian Resources Corp | 34.1M | 1.0% | 1.6M | 23.75 | +78.4% |
| PWR QUANTA SERVICES, INC. | 32.9M | 1.0% | 60.0K | 639.34 | +70.1% |
| MATX Matson, Inc. | 32.8M | 1.0% | 199.8K | 222.80 | +119.1% |
| CSX CSX CORP | 32.3M | 1.0% | 785.8K | 51.59 | +43.3% |
| ASPI ASP Isotopes Inc. | 30.6M | 0.9% | 6.9M | 4.00 | -55.4% |
| MWH SOLV Energy, Inc. | 30.0M | 0.9% | 1.0M | 28.34 | — |
| NUE NUCOR CORP | 29.6M | 0.9% | 175.0K | 243.63 | +69.8% |
| OXY OCCIDENTAL PETROLEUM CORP /DE/ | 29.3M | 0.9% | 451.4K | 61.30 | +38.5% |
| PARR PAR PACIFIC HOLDINGS, INC. | 28.8M | 0.9% | 460.4K | 79.03 | +148.9% |
| KNX Knight-Swift Transportation Holdings Inc. | 28.8M | 0.9% | 500.0K | 71.60 | +70.1% |
| VTOL Bristow Group Inc. | 27.5M | 0.8% | 587.4K | 45.29 | +21.9% |
| TTI TETRA TECHNOLOGIES INC | 27.3M | 0.8% | 3.2M | 7.19 | +74.9% |
| ENPH Enphase Energy, Inc. | 27.2M | 0.8% | 720.3K | 38.61 | +8.2% |
| FLOC Flowco Holdings Inc. | 26.3M | 0.8% | 1.3M | 22.63 | +51.0% |
| DVN DEVON ENERGY CORP/DE | 26.0M | 0.8% | 517.6K | 49.10 | +45.4% |
| RNGR Ranger Energy Services, Inc. | 25.8M | 0.8% | 1.5M | 17.13 | +33.8% |
| LIN LINDE PLC | 24.8M | 0.7% | 50.0K | 487.57 | +1.1% |
| DAR DARLING INGREDIENTS INC. | 24.7M | 0.7% | 400.0K | 65.74 | +113.4% |
| VNOM Viper Energy, Inc. | 21.8M | 0.7% | 464.6K | 45.27 | +21.6% |
| SM SM Energy Co | 21.8M | 0.7% | 697.8K | 37.20 | +45.8% |
| POWL POWELL INDUSTRIES INC | 21.6M | 0.6% | 40.0K | 197.67 | +140.6% |
| unmapped CUSIP G7553X122 | 20.5M | 0.6% | 1.9M | — | — |
| NVGS Navigator Holdings Ltd. | 20.0M | 0.6% | 1.0M | 22.15 | +42.1% |
| ECO Okeanis Eco Tankers Corp. | 19.1M | 0.6% | 377.4K | 64.71 | +148.9% |
| STLD STEEL DYNAMICS INC | 18.0M | 0.5% | 100.0K | 228.68 | +82.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →