Encompass Capital Advisors LLC: 13F holdings
CIK 15419012026Q2
| Positions | 54 |
|---|---|
| Reported value | $2.8bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| T1 ENERGY INC | 34,968,169 | $331.5m | 11.8% |
| SEI SOLARIS ENERGY INFRAS INC | 2,519,604 | $202.7m | 7.2% |
| ATLAS ENERGY SOLUTIONS INC | 6,540,322 | $108.6m | 3.9% |
| NATIONAL ENERGY SERVICES REU | 3,102,538 | $92.9m | 3.3% |
| CONSTELLIUM SE | 2,421,349 | $77.2m | 2.7% |
| MUR MURPHY OIL CORP | 2,250,000 | $73.3m | 2.6% |
| PUMP PROPETRO HLDG CORP | 4,574,591 | $65.6m | 2.3% |
| BKR BAKER HUGHES COMPANY | 1,149,014 | $63.8m | 2.3% |
| OXY OCCIDENTAL PETE CORP | 1,138,000 | $55.3m | 2.0% |
| PTEN PATTERSON-UTI ENERGY INC | 5,921,072 | $54.4m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1541901")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.