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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 75 项
建仓 21
增持 14
减持 12
清仓 28
方向
标的
Δ市值
现股数(环比)
清仓
IWM
ISHARES TR
-$347.9M
0
-100%
清仓
RIO
RIO TINTO PLC
-$132.8M
0
-100%
增持
COP
CONOCOPHILLIPS
+$62.7M
796,570
+298%
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
DINO
HF SINCLAIR CORP
+$60.1M
1,348,155
建仓
IMO
IMPERIAL OIL LTD
+$56.3M
1,099,996
建仓
VALE
VALE S A
+$53.7M
4,000,000
建仓
UNP
UNION PAC CORP
+$53.5M
261,463
清仓
SHEL
SHELL PLC
-$52.5M
0
-100%
清仓
—
PDC ENERGY INC
-$51.5M
0
-100%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$49.2M
2,937,511
清仓
CNI
CANADIAN NATL RY CO
-$49.0M
0
-100%
建仓
CSX
CSX CORP
+$38.8M
1,138,523
清仓
—
FLEX LTD
-$36.2M
0
-100%
清仓
—
TECHNIPFMC PLC
-$36.0M
0
-100%
清仓
CRC
CALIFORNIA RES CORP
-$35.7M
0
-100%
建仓
ACDC
PROFRAC HLDG CORP
+$33.2M
2,971,989
清仓
MT
ARCELORMITTAL SA LUXEMBOURG
-$30.9M
0
-100%
清仓
VET
VERMILION ENERGY INC
-$28.3M
0
-100%
建仓
MUSA
MURPHY USA INC
+$26.6M
85,649
减持
CNQ
CANADIAN NAT RES LTD
-$25.7M
698,966
-41%
增持
TDW
TIDEWATER INC NEW
+$25.7M
1,606,947
+12%
建仓
—
PIONEER NAT RES CO
+$24.8M
119,822
建仓
—
EQUITRANS MIDSTREAM CORP
+$24.7M
2,586,138
建仓
HP
HELMERICH & PAYNE INC
+$24.6M
694,829
增持
KEX
KIRBY CORP
+$24.6M
507,526
+145%
增持
NXT
NEXTRACKER INC
+$24.4M
1,535,477
+52%
清仓
—
BARRICK GOLD CORP
-$24.1M
0
-100%
清仓
—
NATIONAL ENERGY SERVICES REU
-$21.8M
0
-100%
减持
SU
SUNCOR ENERGY INC NEW
-$21.0M
1,191,131
-34%
清仓
—
BORR DRILLING LTD
-$19.0M
0
-100%
建仓
KGS
KODIAK GAS SVCS INC
+$17.9M
1,100,000
建仓
VLO
VALERO ENERGY CORP
+$17.6M
150,000
增持
MTZ
MASTEC INC
+$17.1M
307,513
+51%
清仓
—
CONSOL ENERGY INC NEW
-$16.6M
0
-100%
建仓
BKR
BAKER HUGHES COMPANY
+$15.8M
500,000
建仓
—
DIAMOND OFFSHORE DRILLING IN
+$15.4M
1,080,300
清仓
—
TOTALENERGIES SE
-$14.8M
0
-100%
建仓
HLX
HELIX ENERGY SOLUTIONS GRP I
+$14.7M
1,987,156
清仓
—
EURONAV NV
-$14.6M
0
-100%
清仓
ASPN
ASPEN AEROGELS INC
-$14.4M
0
-100%
建仓
GPRE
GREEN PLAINS INC
+$14.0M
433,221
减持
PARR
PAR PAC HOLDINGS INC
-$13.2M
179,782
-71%
增持
—
MARATHON OIL CORP
+$13.2M
2,693,317
+32%
清仓
—
STEM INC
-$12.5M
0
-100%
清仓
OVV
OVINTIV INC
-$11.6M
0
-100%
增持
NFE
NEW FORTRESS ENERGY INC
-$11.4M
5,035,080
+1%
清仓
HCC
WARRIOR MET COAL INC
-$11.1M
0
-100%
清仓
—
STAR BULK CARRIERS CORP.
-$9.7M
0
-100%
清仓
—
MAXEON SOLAR TECHNOLOGIES LT
-$9.3M
0
-100%
减持
AMTX
AEMETIS INC
+$9.0M
1,807,543
-0%
建仓
FCX
FREEPORT-MCMORAN INC
+$8.0M
200,000
增持
OPAL
OPAL FUELS INC
+$7.9M
2,741,370
+53%
增持
KOS
KOSMOS ENERGY LTD
+$6.7M
10,473,260
+39%
增持
PDS
PRECISION DRILLING CORP
+$6.6M
742,285
+29%
清仓
—
ALTUS POWER INC
-$6.4M
0
-100%
减持
—
TORM PLC
-$6.3M
212,998
-42%
增持
—
FREYR BATTERY
+$6.3M
6,951,335
+5%
清仓
CVI
CVR ENERGY INC
-$5.4M
0
-100%
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$5.3M
4,105,889
-6%
减持
—
GOLDEN OCEAN GROUP LTD
-$5.0M
612,915
-39%
清仓
—
RAMACO RES INC
-$4.5M
0
-100%
清仓
—
ROTH CH ACQUISITION IV CO
-$4.5M
0
-100%
增持
—
ENETI INC
+$4.4M
1,480,150
+2%
建仓
METC
RAMACO RES INC
+$4.3M
513,123
建仓
—
NEXTIER OILFIELD SOLUTIONS
+$2.5M
277,942
清仓
SEI
SOLARIS OILFIELD INFRASTRUCT
-$2.3M
0
-100%
减持
—
ENERPLUS CORP
-$2.2M
4,659,418
-4%
增持
—
ATLAS ENERGY SOLUTIONS INC
+$1.7M
1,370,955
+5%
清仓
HSAI
HESAI GROUP
-$1.1M
0
-100%
建仓
METCB
RAMACO RES INC
+$1.1M
102,620
增持
BE
BLOOM ENERGY CORP
-$841.3K
2,000,000
+19%
减持
ARRY
ARRAY TECHNOLOGIES INC
+$717.9K
2,970,000
-2%
减持
—
EXPRO GROUP HOLDINGS NV
-$162.6K
224,446
-0%
减持
PCT
PURECYCLE TECHNOLOGIES INC
+$94.9K
323,503
-33%
减持
RNGR
RANGER ENERGY SVCS INC
+$1.4K
1,557,928
-0%