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EnCap Energy Capital Fund XI, L.P.

Location
Houston, TX
Portfolio Value
Mid $1,138,563,362
Diversification
Highly concentrated
Filing Date
Global Rank
#1,681 / 8,667 ▲ 23 · as of Dec 2025
Top Industry
Oil & Gas E&P 100.0%
3Y Alpha vs SPY
-13.4%
Period ended 6 months ago
Filed Feb 17, 2026 · 5mo
11 quarters · since Jun 2023

Clone Performance

Aug 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+20.0%
SPY
+74.4%
Annualised alpha
-14.6%
Max drawdown
−40.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

3 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025
Top Position
38.2%
−0.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,471
Jun 2023 → Dec 2025 · range 3,421 – 10,000
Highly concentrated−15

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Energy 100.0% $1,138,563,362

Last Quarter's Activity

Export CSV
Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased
1 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
3 positions · $1,138,563,362 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio History