Encompass Capital Advisors
$2.5B Assets Reported
76 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SOC | SABLE OFFSHORE CORP | 13,448,741 | $222M | 9.1% |
| TE | T1 ENERGY INC | 34,968,169 | $154M | 6.3% |
| AESI | ATLAS ENERGY SOLUTIONS INC | 9,135,182 | $120M | 4.9% |
| SEI | SOLARIS ENERGY INFRAS INC | 1,750,000 | $99M | 4.0% |
| NESR | NATIONAL ENERGY SERVICES REU | 4,261,389 | $91M | 3.7% |
| CENX | CENTURY ALUM CO | 1,551,362 | $91M | 3.7% |
| BTE | BAYTEX ENERGY CORP | 20,071,614 | $90M | 3.7% |
| KEX | KIRBY CORP | 469,611 | $62M | 2.5% |
| ALM | ALMONTY INDS INC | 4,300,839 | $62M | 2.5% |
| CSTM | CONSTELLIUM SE | 2,477,278 | $61M | 2.5% |
Track Encompass Capital Advisors's 13F portfolio: $2.5B in reported holdings, 76 positions. Top holdings, AUM, and quarterly changes on SentiSense.