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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
$3.20B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 72 项
建仓 19
增持 18
减持 13
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$252.7M
2,950,000
+44%
建仓
IWM
ISHARES TR
+$102.6M
500,000
建仓
EQT
EQT CORP
+$99.8M
2,900,000
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
NFE
NEW FORTRESS ENERGY INC
+$83.6M
2,511,640
+159%
增持
OVV
OVINTIV INC
+$42.7M
1,540,000
+28%
建仓
CVE
CENOVUS ENERGY INC
+$42.6M
2,551,600
建仓
—
ENVIVA INC
+$38.6M
487,202
建仓
AR
ANTERO RESOURCES CORP
+$34.5M
1,130,000
清仓
GPRE
GREEN PLAINS INC
-$32.3M
0
-100%
清仓
—
WHITING PETE CORP NEW
-$25.9M
0
-100%
清仓
—
ARCH RESOURCES INC
-$24.9M
0
-100%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$24.7M
0
-100%
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$24.2M
75,000
增持
PDS
PRECISION DRILLING CORP
+$24.1M
604,775
+3%
建仓
ENPH
ENPHASE ENERGY INC
+$22.9M
113,583
减持
TS
TENARIS S A
-$22.9M
700,000
-67%
建仓
UNP
UNION PAC CORP
+$22.1M
81,000
建仓
PTEN
PATTERSON-UTI ENERGY INC
+$21.7M
1,400,000
减持
WHD
CACTUS INC
-$21.3M
255,768
-73%
建仓
KOS
KOSMOS ENERGY LTD
+$19.4M
2,692,724
清仓
HAL
HALLIBURTON CO
-$18.3M
0
-100%
清仓
GTLS
CHART INDS INC
-$18.1M
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$16.9M
0
-100%
清仓
—
STEM INC
-$15.2M
0
-100%
清仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$15.1M
0
-100%
建仓
—
U S SILICA HLDGS INC
+$14.9M
797,877
清仓
KEX
KIRBY CORP
-$14.8M
0
-100%
清仓
PSX
PHILLIPS 66
-$14.5M
0
-100%
增持
—
NABORS INDUSTRIES LTD
+$13.9M
188,508
+3%
建仓
AA
ALCOA CORP
+$13.5M
150,000
增持
ENVX
ENOVIX CORPORATION
-$13.3M
1,320,578
+12%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$12.9M
400,000
增持
SM
SM ENERGY CO
+$12.0M
406,304
+214%
减持
IMO
IMPERIAL OIL LTD
-$11.6M
705,084
-44%
增持
ASPN
ASPEN AEROGELS INC
+$11.5M
910,780
+128%
清仓
—
EXPRO GROUP HOLDINGS NV
-$10.8M
0
-100%
增持
NOG
NORTHERN OIL AND GAS INC MN
+$10.2M
1,252,155
+3%
清仓
—
ARCHAEA ENERGY INC
-$9.7M
0
-100%
增持
—
TELLURIAN INC NEW
+$9.7M
4,160,685
+4%
清仓
—
NAVITAS SEMICONDUCTOR CORP
-$9.3M
0
-100%
减持
—
GEOPARK LTD
-$9.1M
595,893
-62%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$8.8M
3,728,247
+70%
增持
SEI
SOLARIS OILFIELD INFRASTRUCT
+$8.4M
1,714,983
+3%
增持
—
RANGER OIL CORPORATION
+$8.2M
418,706
+81%
清仓
—
GRAFTECH INTL LTD
-$8.2M
0
-100%
减持
—
DENBURY INC
-$8.1M
502,544
-19%
建仓
DINO
HF SINCLAIR CORPORATION
+$8.0M
200,000
减持
VLO
VALERO ENERGY CORP
-$7.6M
125,000
-54%
减持
—
ARIS WATER SOLUTIONS INC
+$7.4M
1,772,702
-8%
建仓
XPO
XPO LOGISTICS INC
+$7.3M
100,000
清仓
ALTO
ALTO INGREDIENTS INC
-$7.2M
0
-100%
减持
VIST
VISTA OIL & GAS SAB DE CV
+$7.0M
2,451,852
-15%
清仓
—
EURONAV NV
-$6.9M
0
-100%
建仓
—
SCORPIO TANKERS INC
+$5.7M
264,992
减持
—
ENETI INC
-$5.5M
851,224
-39%
清仓
—
DHT HOLDINGS INC
-$5.4M
0
-100%
建仓
DK
DELEK US HLDGS INC NEW
+$4.3M
201,401
增持
WTTR
SELECT ENERGY SVCS INC
+$4.3M
1,699,703
+3%
减持
—
CONSOL ENERGY INC NEW
+$4.1M
328,575
-9%
清仓
TALO
TALOS ENERGY INC
-$4.0M
0
-100%
清仓
HCC
WARRIOR MET COAL INC
-$3.0M
0
-100%
减持
—
MARATHON OIL CORP
+$2.9M
1,390,000
-29%
减持
CRC
CALIFORNIA RES CORP
+$2.8M
2,281,631
-2%
减持
—
ENERPLUS CORP
+$2.4M
3,197,137
-12%
清仓
—
THERMON GROUP HLDGS INC
-$2.2M
0
-100%
建仓
PCTTW
PURECYCLE TECHNOLOGIES INC
+$2.0M
714,285
增持
AMTX
AEMETIS INC
+$1.5M
1,883,646
+4%
增持
NVTS
NAVITAS SEMICONDUCTOR CORP
+$1.4M
1,290,816
+86%
清仓
—
HYZON MOTORS INC
-$1.3M
0
-100%
增持
—
NATIONAL ENERGY SERVICES REU
-$1.3M
3,411,595
+8%
建仓
RNGR
RANGER ENERGY SVCS INC
+$692.0K
67,544
增持
—
ALTUS POWER INC
+$265.0K
1,310,582
+45%