Universe · entity
Encompass Capital Advisors LLC
Institutional manager (13F) · CIK 1541901
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SABLE OFFSHORE CORP | $222M | 13,448,741 |
| 2 | T1 ENERGY INC | $154M | 34,968,169 |
| 3 | ATLAS ENERGY SOLUTIONS INC | $120M | 9,135,182 |
| 4 | SOLARIS ENERGY INFRAS INC | $99M | 1,750,000 |
| 5 | NATIONAL ENERGY SERVICES REU | $91M | 4,261,389 |
| 6 | CENTURY ALUM CO | $91M | 1,551,362 |
| 7 | BAYTEX ENERGY CORP | $90M | 20,071,614 |
| 8 | KIRBY CORP | $62M | 469,611 |
| 9 | ALMONTY INDS INC | $62M | 4,300,839 |
| 10 | CONSTELLIUM SE | $61M | 2,477,278 |
| 11 | OLD DOMINION FREIGHT LINE IN | $61M | 310,061 |
| 12 | NEXTPOWER INC | $58M | 484,262 |
| 13 | FORGENT POWER SOLUTIONS INC | $56M | 1,925,699 |
| 14 | CONSTELLATION ENERGY CORP | $56M | 200,000 |
| 15 | PHILLIPS 66 | $56M | 304,700 |
| 16 | CORE NATURAL RESOURCES INC | $52M | 500,000 |
| 17 | SELECT WATER SOLUTIONS INC | $47M | 3,085,249 |
| 18 | MURPHY USA INC | $44M | 90,000 |
| 19 | CMB.TECH NV | $44M | 3,500,000 |
| 20 | VISTA ENERGY S.A.B. DE C.V. | $41M | 543,551 |
| 21 | URANIUM ENERGY CORP | $41M | 3,000,000 |
| 22 | ALCOA CORP | $40M | 605,149 |
| 23 | CACTUS INC | $36M | 765,514 |
| 24 | TAMBORAN RES CORP | $36M | 713,698 |
| 25 | PRECISION DRILLING CORP | $35M | 351,189 |
| 26 | PERMIAN RESOURCES CORP | $34M | 1,597,811 |
| 27 | QUANTA SVCS INC | $33M | 60,000 |
| 28 | MATSON INC | $33M | 199,834 |
| 29 | CSX CORP | $32M | 785,800 |
| 30 | ASP ISOTOPES INC | $31M | 6,912,054 |
| 31 | SOLV ENERGY INC | $30M | 1,000,400 |
| 32 | NUCOR CORP | $30M | 175,000 |
| 33 | OCCIDENTAL PETE CORP | $29M | 451,396 |
| 34 | PAR PAC HOLDINGS INC | $29M | 460,393 |
| 35 | KNIGHT-SWIFT TRANSN HLDGS IN | $29M | 500,000 |
| 36 | BRISTOW GROUP INC | $28M | 587,364 |
| 37 | TETRA TECHNOLOGIES INC DEL | $27M | 3,201,953 |
| 38 | ENPHASE ENERGY INC | $27M | 720,288 |
| 39 | FLOWCO HLDGS INC | $26M | 1,275,044 |
| 40 | DEVON ENERGY CORP NEW | $26M | 517,600 |
| 41 | RANGER ENERGY SVCS INC | $26M | 1,507,503 |
| 42 | LINDE PLC | $25M | 50,000 |
| 43 | DARLING INGREDIENTS INC | $25M | 400,000 |
| 44 | VIPER ENERGY INC | $22M | 464,604 |
| 45 | SM ENERGY COMPANY | $22M | 697,800 |
| 46 | POWELL INDS INC | $22M | 40,000 |
| 47 | RICE ACQUISITION CORP 3 | $21M | 1,935,615 |
| 48 | NAVIGATOR HLDGS LTD | $20M | 1,034,216 |
| 49 | OKEANIS ECO TANKERS COR | $19M | 377,432 |
| 50 | STEEL DYNAMICS INC | $18M | 100,043 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.