Encompass Capital Advisors LLC
Top Portfolio Positions
57 positions ·
$3,065,106,260 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LNG |
Cheniere Energy, Inc.
Energy
|
1,556,100 | $441,558,936 | 14.41% | |
| SOC |
Sable Offshore Corp.
Energy
|
13,448,741 | $222,173,201 | 7.25% | |
| TE |
T1 Energy Inc.
Industrials
|
34,968,169 | $153,510,261 | 5.01% | |
| AESI |
Atlas Energy Solutions Inc.
Energy
|
9,135,182 | $119,853,587 | 3.91% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
1,274,000 | $102,633,440 | 3.35% | |
| SEI |
Solaris Energy Infrastructure, Inc.
Energy
|
1,750,000 | $98,892,500 | 3.23% | |
| NESR |
National Energy Services Reunited Corp.
Energy
|
4,261,389 | $91,492,021 | 2.98% | |
| CENX |
Century Aluminum Co
Basic Materials
|
1,551,362 | $91,049,435 | 2.97% | |
| BTE |
Baytex Energy Corp.
Energy
|
20,071,614 | $89,720,114 | 2.93% | |
| KEX |
Kirby Corp
Industrials
|
469,611 | $62,401,909 | 2.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NVGS
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,991,395 | 1,034,216 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,008,609 | 635,601 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $22,262,491 | 1,437,217 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,336,394 | 1,437,201 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,807,116 | 1,337,875 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $20,555,967 | 1,339,151 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,687,477 | 1,349,563 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,571,000 | 1,350,000 | Shares | Defined | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||