Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Encompass Capital Advisors LLC (CIK 1541901) reported $3.34B across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LNG ($441.6M, 13.23%), XOP ($252.7M, 7.57%), SOC ($222.2M, 6.66%), FREY ($153.5M, 4.60%), AESI ($119.9M, 3.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LNG | CHENIERE ENERGY INC | $441.6M | 13.23% | 1.6M | New |
| 2 | XOP | SPDR SERIES TRUST | $252.7M | 7.57% | 1.4M | New |
| 3 | SOC | SABLE OFFSHORE CORP | $222.2M | 6.66% | 13.4M | Trimmed |
| 4 | FREY | T1 ENERGY INC | $153.5M | 4.60% | 35.0M | Hold |
| 5 | AESI | ATLAS ENERGY SOLUTIONS INC | $119.9M | 3.59% | 9.1M | New |
| 6 | LYB | LYONDELLBASELL INDUSTRIES NV | $102.6M | 3.07% | 1.3M | New |
| 7 | SOI | SOLARIS ENERGY INFRAS INC | $98.9M | 2.96% | 1.8M | Trimmed |
| 8 | NESR | NATIONAL ENERGY SERVICES REU | $91.5M | 2.74% | 4.3M | Trimmed |
| 9 | CENX | CENTURY ALUM CO | $91.0M | 2.73% | 1.6M | Added |
| 10 | BTEGF | BAYTEX ENERGY CORP | $89.7M | 2.69% | 20.1M | Added |
| 11 | ALMTF | ALMONTY INDS INC | $62.3M | 1.87% | 4.3M | Added |
| 12 | KEX | KIRBY CORP | $62.4M | 1.87% | 469,611 | Trimmed |
| 13 | CSTM | CONSTELLIUM SE | $60.9M | 1.82% | 2.5M | Trimmed |
| 14 | ODFL | OLD DOMINION FREIGHT LINE IN | $60.6M | 1.81% | 310,061 | New |
| 15 | NXT | NEXTPOWER INC | $58.4M | 1.75% | 484,262 | Trimmed |
| 16 | FORGENT POWER SOLUTIONS INC | $56.4M | 1.69% | 1.9M | New | |
| 17 | CEG | CONSTELLATION ENERGY CORP | $55.9M | 1.67% | 200,000 | New |
| 18 | PSX | PHILLIPS 66 | $55.5M | 1.66% | 304,700 | New |
| 19 | SCCO | SOUTHERN COPPER CORP | $53.0M | 1.59% | 308,100 | New |
| 20 | CNR | CORE NATURAL RESOURCES INC | $52.4M | 1.57% | 500,000 | Added |
| 21 | WTTR | SELECT WATER SOLUTIONS INC | $47.2M | 1.41% | 3.1M | Trimmed |
| 22 | EURN | CMB.TECH NV | $44.3M | 1.33% | 3.5M | Added |
| 23 | MUSA | MURPHY USA INC | $44.5M | 1.33% | 90,000 | New |
| 24 | VIST | VISTA ENERGY S.A.B. DE C.V. | $41.0M | 1.23% | 543,551 | Trimmed |
| 25 | UEC | URANIUM ENERGY CORP | $40.5M | 1.21% | 3.0M | New |
Source: SEC Form 13F filings · as of 2026-03-31