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Encompass Capital Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Encompass Capital Advisors LLC

报告期 2026-03-31 · CIK 0001541901

持仓数

61

前50大市值合计

$3.20B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

LNG CHENIERE ENERGY INC

COM NEW · 认沽

$441.6M

1,556,100

13.8%

XOP SPDR SERIES TRUST

STATE STREET SPD · 认沽

$252.7M

1,390,000

7.9%

SOC SABLE OFFSHORE CORP

COM SHS

$222.2M

13,448,741

6.9%

TE T1 ENERGY INC

COM NEW

$153.5M

34,968,169

4.8%

AESI ATLAS ENERGY SOLUTIONS INC

COM NEW

$119.9M

9,135,182

3.7%

— LYONDELLBASELL INDUSTRIES NV

SHS - A - · 认沽

$102.6M

1,274,000

3.2%

SEI SOLARIS ENERGY INFRAS INC

COM CL A

$98.9M

1,750,000

3.1%

— NATIONAL ENERGY SERVICES REU

SHS

$91.5M

4,261,389

2.9%

CENX CENTURY ALUM CO

COM

$91.0M

1,551,362

2.8%

BTE BAYTEX ENERGY CORP

COM

$89.7M

20,071,614

2.8%

KEX KIRBY CORP

COM

$62.4M

469,611

1.9%

ALM ALMONTY INDS INC

COM NEW

$62.3M

4,300,839

1.9%

— CONSTELLIUM SE

CL A SHS

$60.9M

2,477,278

1.9%

ODFL OLD DOMINION FREIGHT LINE IN

COM

$60.6M

310,061

1.9%

NXT NEXTPOWER INC

CLASS A COM

$58.4M

484,262

1.8%

FPS FORGENT POWER SOLUTIONS INC

COM SHS CL A

$56.4M

1,925,699

1.8%

CEG CONSTELLATION ENERGY CORP

COM

$55.9M

200,000

1.7%

PSX PHILLIPS 66

COM

$55.5M

304,700

1.7%

SCCO SOUTHERN COPPER CORP

COM · 认沽

$53.0M

308,100

1.7%

CNR CORE NATURAL RESOURCES INC

COM SHS

$52.4M

500,000

1.6%

WTTR SELECT WATER SOLUTIONS INC

CL A COM

$47.2M

3,085,249

1.5%

MUSA MURPHY USA INC

COM

$44.5M

90,000

1.4%

— CMB.TECH NV

SHS

$44.3M

3,500,000

1.4%

VIST VISTA ENERGY S.A.B. DE C.V.

SPONSORED ADS

$41.0M

543,551

1.3%

UEC URANIUM ENERGY CORP

COM

$40.5M

3,000,000

1.3%

AA ALCOA CORP

COM

$40.1M

605,149

1.3%

WHD CACTUS INC

CL A

$36.3M

765,514

1.1%

TBN TAMBORAN RES CORP

COM

$35.7M

713,698

1.1%

PDS PRECISION DRILLING CORP

COM NEW

$34.5M

351,189

1.1%

CF CF INDUSTRIES HOLD

COM · 认沽

$34.5M

265,400

1.1%

PR PERMIAN RESOURCES CORP

CLASS A COM

$34.1M

1,597,811

1.1%

PWR QUANTA SVCS INC

COM

$32.9M

60,000

1.0%

MATX MATSON INC

COM

$32.8M

199,834

1.0%

CSX CSX CORP

COM

$32.3M

785,800

1.0%

ASPI ASP ISOTOPES INC

COM

$30.6M

6,912,054

1.0%

MWH SOLV ENERGY INC

COM SHS CL A

$30.0M

1,000,400

0.9%

NUE NUCOR CORP

COM

$29.6M

175,000

0.9%

OXY OCCIDENTAL PETE CORP

COM

$29.3M

451,396

0.9%

PARR PAR PAC HOLDINGS INC

COM NEW

$28.8M

460,393

0.9%

KNX KNIGHT-SWIFT TRANSN HLDGS IN

CL A

$28.8M

500,000

0.9%

VTOL BRISTOW GROUP INC

COM

$27.5M

587,364

0.9%

TTI TETRA TECHNOLOGIES INC DEL

COM

$27.3M

3,201,953

0.9%

ENPH ENPHASE ENERGY INC

COM

$27.2M

720,288

0.9%

FLOC FLOWCO HLDGS INC

COM CL A

$26.3M

1,275,044

0.8%

DVN DEVON ENERGY CORP NEW

COM

$26.0M

517,600

0.8%

RNGR RANGER ENERGY SVCS INC

COM CL A

$25.8M

1,507,503

0.8%

— LINDE PLC

SHS

$24.8M

50,000

0.8%

DAR DARLING INGREDIENTS INC

COM

$24.7M

400,000

0.8%

VNOM VIPER ENERGY INC

CL A

$21.8M

464,604

0.7%

SM SM ENERGY COMPANY

COM

$21.8M

697,800

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

40%前 6 大占比

LNG13.8%XOP7.9%SOC6.9%TE4.8%AESI3.7%LYONDELLBASELL INDUSTRIES NV3.2%