Encompass Capital Advisors LLC

Position in AESI — Atlas Energy Solutions Inc.

CIK 1541901 New York, NY

Position in AESI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$108,634,748

-$11,218,839 QoQ

Shares Held

6,540,322

-28.4% QoQ

Ownership

5.23%

of shares outstanding

% of Portfolio

4.69%

of 13F equity value

Holder Rank

of 282 holders

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Encompass Capital Advisors LLC holds $651,747,925 across 9 Oil & Gas Equipment & Services names. AESI ranks #2 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEI	Solaris Energy Infrastructure, Inc.	2,519,604	$202,727,337
2	AESI	Atlas Energy Solutions Inc. This page	6,540,322	$108,634,748
3	NESR	National Energy Services Reunited Corp.	3,102,538	$92,858,962
4	PUMP	ProPetro Holding Corp.	4,574,591	$65,599,634
5	BKR	Baker Hughes Co	1,149,014	$63,770,277
6	EROK	EagleRock Land, LLC	1,858,313	$39,489,151
7	WHD	Cactus, Inc.	726,675	$37,227,560
8	FLOC	Flowco Holdings Inc.	1,020,634	$21,780,329

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,634,748	6,540,322	+2.9%	Shares	Sole	2026-08-14
2026-06-30	$108,634,748	6,540,322	-28.4%	Shares	Defined	2026-08-14
2026-03-31	$119,853,587	9,135,182	+2348.1%	Shares	Defined	2026-05-15
2026-03-11	$83,874,819	6,354,153	—	Shares	Sole	2026-03-18
2025-06-30	$4,988,988	373,148	-84.7%	Shares	Defined	2025-08-14
2025-03-31	$43,614,447	2,444,756	+99.1%	Shares	Defined	2025-05-15
2024-03-31	$27,768,289	1,227,599	-0.2%	Shares	Defined	2024-05-15
2023-12-31	$21,171,232	1,229,456	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.