Encompass Capital Advisors LLC
Top Portfolio Positions
57 positions ·
$3,156,598,281 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 | 13.99% | |
| SOC |
Sable Offshore Corp.
Energy
|
13,448,741 | $222,173,201 | 7.04% | |
| NESR |
National Energy Services Reunited Corp.
Energy
|
8,522,778 | $182,984,042 | 5.80% | |
| TE |
T1 Energy Inc.
Industrials
|
34,968,169 | $153,510,261 | 4.86% | |
| AESI |
Atlas Energy Solutions Inc.
Energy
|
9,135,182 | $119,853,587 | 3.80% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
1,274,000 | $102,633,440 | 3.25% | |
| SEI |
Solaris Energy Infrastructure, Inc.
Energy
|
1,750,000 | $98,892,500 | 3.13% | |
| CENX |
Century Aluminum Co
Basic Materials
|
1,551,362 | $91,049,435 | 2.88% | |
| BTE |
Baytex Energy Corp.
Energy
|
20,071,614 | $89,720,114 | 2.84% | |
| KEX |
Kirby Corp
Industrials
|
469,611 | $62,401,909 | 1.98% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NXT
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,377,784 | 484,262 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $43,540,801 | 499,837 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $88,165,226 | 1,191,583 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $158,748,275 | 2,919,777 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $110,833,003 | 2,630,114 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $55,689,875 | 1,524,497 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $41,768,298 | 890,962 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,321,500 | 450,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $46,238,420 | 986,946 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $65,173,093 | 1,622,836 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $61,127,339 | 1,535,477 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $36,745,666 | 1,013,394 | Shares | Defined | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||