account_balance
Investment manager · 13F filer · SEC CIK 1541901
Encompass Capital Advisors LLC
Reported value$2.32Bas of Jun 30, 2026
Positions53 21 new, 24 sold out
Top 10 weight48.5%TE alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TET1 Energy Inc
14.3%
SEISolaris Energy Infras Inc
8.7%Added +44%
AESIAtlas Energy Solutions Inc
4.7%Trimmed −28%
NESRNational Energy Services Reu
4.0%Trimmed −27%
CSTMConstellium Se
3.3%Trimmed −2%
MURMurphy Oil Corp
3.2%New
PUMPPropetro HLDG Corp
2.8%New
BKRBaker Hughes Company
2.8%New
OXYOccidental Pete Corp
2.4%Added +152%
PTENPatterson-uti Energy Inc
2.3%New
VGVenture Global Inc
2.2%New
FCELFuelcell Energy Inc
2.1%New
TET1 Energy Inc
14.3%
SEISolaris Energy Infras Inc
8.7%Added +44%
AESI4.7%NESR4.0%CSTM3.3%MUR3.2%PUMP2.8%BKR2.8%OXY2.4%PTEN2.3%VG2.2%FCEL2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TE T1 Energy Inc 14.3% HeldSEI Solaris Energy Infras Inc 8.7% Added +44%AESI Atlas Energy Solutions Inc 4.7% Trimmed −28%NESR National Energy Services Reu 4.0% Trimmed −27%CSTM Constellium Se 3.3% Trimmed −2%MUR Murphy Oil Corp 3.2% NewPUMP Propetro HLDG Corp 2.8% NewBKR Baker Hughes Company 2.8% NewOXY Occidental Pete Corp 2.4% Added +152%PTEN Patterson-uti Energy Inc 2.3% NewVG Venture Global Inc 2.2% NewFCEL Fuelcell Energy Inc 2.1% New
What changed