Encompass Capital Advisors LLC

Position in TALO — Talos Energy Inc.

CIK 1541901 New York, NY

Position in TALO

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

Position Value

$22,562,303

+$3,780,127 QoQ

Shares Held

1,747,661

-3.7% QoQ

Ownership

1.05%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#15

of 293 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Encompass Capital Advisors LLC holds $267,514,444 across 7 Oil & Gas E&P names. TALO ranks #6 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MUR	Murphy Oil Corp	2,250,000	$73,260,000
2	OXY	Occidental Petroleum Corp /De/	1,138,000	$55,272,660
3	VIST	Vista Energy, S.A.B. de C.V.	705,720	$45,024,936
4	SM	SM Energy Co	1,448,061	$37,794,392
5	NOG	Northern Oil & Gas, Inc.	1,250,000	$22,687,500
6	TALO	Talos Energy Inc. This page	1,747,661	$22,562,303
7	DVN	Devon Energy Corp/De	264,101	$10,912,653

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,562,303	1,747,661	-3.7%	Shares	Defined	2026-08-14
2024-09-30	$18,782,176	1,814,703	+17.1%	Shares	Defined	2024-11-14
2024-06-30	$18,832,500	1,550,000	+281.5%	Shares	Defined	2024-08-14
2021-12-31	$3,981,740	406,300	-59.4%	Shares	Defined	2022-02-14
2021-09-30	$13,770,000	1,000,000	-48.5%	Shares	Defined	2021-11-15
2021-06-30	$30,369,611	1,941,791	-16.4%	Shares	Defined	2021-08-16
2021-03-31	$27,955,266	2,321,866	+72.7%	Shares	Defined	2021-05-17
2020-12-31	$11,077,839	1,344,398	+176.3%	Shares	Defined	2021-02-16
2020-06-30	$4,477,152	486,647	-46.0%	Shares	Defined	2020-08-14
2020-03-31	$5,186,287	901,963	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.