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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 70 项
建仓 20
增持 19
减持 17
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$259.2M
970,000
增持
—
TECHNIPFMC PLC
+$57.4M
9,175,529
+206%
清仓
AR
ANTERO RESOURCES CORP
-$55.4M
0
-100%
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。
建仓
UNP
UNION PAC CORP
+$50.0M
256,704
建仓
FSLR
FIRST SOLAR INC
+$43.8M
330,877
建仓
RIO
RIO TINTO PLC
+$43.6M
791,800
增持
CVE
CENOVUS ENERGY INC
+$33.5M
4,653,642
+133%
建仓
—
STEM INC
+$33.4M
2,500,000
清仓
—
CONTINENTAL RES INC
-$32.7M
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$32.4M
0
-100%
增持
—
ENERPLUS CORP
+$30.3M
5,108,144
+61%
建仓
TDW
TIDEWATER INC NEW
+$30.1M
1,385,666
清仓
—
CANADIAN PAC RY LTD
-$29.7M
0
-100%
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$27.1M
375,000
清仓
CNI
CANADIAN NATL RY CO
-$25.3M
0
-100%
减持
ENVX
ENOVIX CORPORATION
+$24.9M
2,728,746
-3%
增持
ARRY
ARRAY TECHNOLOGIES INC
+$24.5M
2,570,467
+56%
减持
DINO
HF SINCLAIR CORP
-$24.0M
228,797
-72%
建仓
VET
VERMILION ENERGY INC
+$23.5M
1,100,000
增持
—
PDC ENERGY INC
+$21.2M
950,715
+74%
建仓
SBSW
SIBANYE STILLWATER LTD
+$20.6M
2,213,330
减持
—
CONSOL ENERGY INC NEW
-$20.6M
300,000
-63%
建仓
BTU
PEABODY ENERGY CORP
+$20.4M
820,334
清仓
VLO
VALERO ENERGY CORP
-$18.6M
0
-100%
建仓
PSX
PHILLIPS 66
+$18.3M
226,460
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$17.8M
1,654,979
-61%
减持
—
NABORS INDUSTRIES LTD
-$17.0M
50,243
-70%
减持
OVV
OVINTIV INC
-$16.9M
1,391,756
-24%
减持
—
ARIS WATER SOLUTIONS INC
-$15.6M
1,091,720
-38%
增持
—
MARATHON OIL CORP
+$15.4M
4,458,013
+18%
增持
—
ALTUS POWER INC
+$14.6M
2,216,144
+42%
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$13.7M
1,788,040
-44%
减持
ACDC
PROFRAC HLDG CORP
-$13.3M
91,220
-89%
清仓
PARR
PAR PAC HOLDINGS INC
-$13.2M
0
-100%
增持
SM
SM ENERGY CO
+$12.7M
706,066
+75%
清仓
—
SCORPIO TANKERS INC
-$12.5M
0
-100%
减持
NFE
NEW FORTRESS ENERGY INC
-$11.6M
1,679,699
-22%
增持
DK
DELEK US HLDGS INC NEW
+$11.3M
660,470
+158%
增持
SU
SUNCOR ENERGY INC NEW
+$11.3M
1,845,508
+59%
清仓
PTEN
PATTERSON-UTI ENERGY INC
-$10.9M
0
-100%
建仓
OPAL
OPAL FUELS INC
+$10.8M
1,308,429
增持
MUR
MURPHY OIL CORP
+$10.6M
1,186,899
+15%
增持
PLUG
PLUG POWER INC
+$10.3M
1,358,415
+23%
清仓
WHD
CACTUS INC
-$10.3M
0
-100%
建仓
NUE
NUCOR CORP
+$9.9M
92,098
清仓
AA
ALCOA CORP
-$9.1M
0
-100%
建仓
—
STAR BULK CARRIERS CORP.
+$8.7M
500,000
建仓
—
GOLDEN OCEAN GROUP LTD
+$8.6M
1,150,000
清仓
—
BROADSCALE ACQUISITION CORP
-$8.4M
0
-100%
建仓
—
BORR DRILLING LTD
+$8.3M
2,506,183
增持
PDS
PRECISION DRILLING CORP
-$8.1M
603,636
+0%
建仓
DAR
DARLING INGREDIENTS INC
+$6.6M
100,000
清仓
—
RANGER OIL CORPORATION
-$6.2M
0
-100%
清仓
EE
EXCELERATE ENERGY INC
-$6.0M
0
-100%
增持
—
LAREDO PETROLEUM INC
+$5.8M
476,487
+36%
建仓
—
RAMACO RES INC
+$4.7M
508,924
减持
ASPN
ASPEN AEROGELS INC
-$4.6M
2,419,272
-11%
减持
WTTR
SELECT ENERGY SVCS INC
-$3.2M
1,196,505
-29%
减持
SEI
SOLARIS OILFIELD INFRASTRUCT
-$3.1M
1,490,867
-5%
建仓
—
OPAL FUELS INC
+$2.9M
1,985,236
减持
CRC
CALIFORNIA RES CORP
-$2.6M
2,636,246
-2%
增持
HAL
HALLIBURTON CO
+$2.2M
600,000
+50%
减持
KEX
KIRBY CORP
-$1.7M
317,473
-8%
减持
AMTX
AEMETIS INC
+$1.6M
1,790,307
-6%
减持
NOV
NOV INC
-$1.3M
1,585,025
-1%
增持
—
ENETI INC
+$659.0K
888,444
+4%
增持
—
NATIONAL ENERGY SERVICES REU
+$514.0K
4,135,297
+17%
建仓
—
MAXEON SOLAR TECHNOLOGIES LT
+$466.0K
19,612
增持
RNGR
RANGER ENERGY SVCS INC
-$456.0K
1,574,988
+1%
增持
TS
TENARIS S A
+$155.0K
698,681
+0%