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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 68 项
建仓 24
增持 23
减持 8
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
DVN
DEVON ENERGY CORP NEW
-$57.0M
0
-100%
清仓
IMO
IMPERIAL OIL LTD
-$54.2M
0
-100%
建仓
EXE
CHESAPEAKE ENERGY CORP
+$51.5M
669,775
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。
清仓
FDX
FEDEX CORP
-$50.9M
0
-100%
清仓
COP
CONOCOPHILLIPS
-$49.4M
0
-100%
清仓
ARRY
ARRAY TECHNOLOGIES INC
-$48.3M
0
-100%
建仓
PWR
QUANTA SVCS INC
+$43.0M
199,103
清仓
MTZ
MASTEC INC
-$36.6M
0
-100%
清仓
FSLR
FIRST SOLAR INC
-$36.4M
0
-100%
清仓
AR
ANTERO RESOURCES CORP
-$34.6M
0
-100%
建仓
FLNC
FLUENCE ENERGY INC
+$34.1M
1,430,235
建仓
ASPN
ASPEN AEROGELS INC
+$32.0M
2,027,532
建仓
CIVI
CIVITAS RESOURCES INC
+$30.6M
447,708
清仓
—
HESS CORP
-$30.5M
0
-100%
增持
VALE
VALE S A
+$29.3M
4,824,784
+37%
建仓
AA
ALCOA CORP
+$27.4M
806,186
清仓
—
ATLAS ENERGY SOLUTIONS INC
-$27.2M
0
-100%
减持
KOS
KOSMOS ENERGY LTD
-$26.1M
7,454,218
-20%
建仓
CVX
CHEVRON CORP NEW
+$25.8M
172,721
增持
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$25.3M
6,802,656
+54%
建仓
ITRI
ITRON INC
+$24.9M
330,292
增持
—
FREYR BATTERY INC
-$24.5M
13,463,268
+33%
建仓
AESI
ATLAS ENERGY SOLUTIONS INC
+$21.2M
1,229,456
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$20.5M
2,079,659
建仓
CDLR
CADELER A S
+$20.3M
1,103,890
建仓
MATX
MATSON INC
+$20.3M
184,915
减持
NXT
NEXTRACKER INC
-$18.9M
986,946
-39%
减持
—
MARATHON OIL CORP
-$18.9M
1,763,347
-23%
建仓
RIO
RIO TINTO PLC
+$18.6M
250,000
增持
—
SOUTHWESTERN ENERGY CO
+$18.2M
9,551,467
+39%
建仓
CMC
COMMERCIAL METALS CO
+$17.5M
350,000
建仓
TS
TENARIS S A
+$17.4M
500,000
建仓
—
SCORPIO TANKERS INC
+$16.7M
273,881
建仓
—
CRESCENT PT ENERGY CORP
+$15.6M
2,245,196
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$15.3M
750,000
减持
NFE
NEW FORTRESS ENERGY INC
+$15.3M
3,707,203
-2%
清仓
BE
BLOOM ENERGY CORP
-$15.1M
0
-100%
减持
DINO
HF SINCLAIR CORP
-$14.9M
270,000
-49%
建仓
GFR
GREENFIRE RES LTD NEW
+$14.9M
3,057,175
建仓
NXE
NEXGEN ENERGY LTD
+$14.1M
2,010,464
减持
VET
VERMILION ENERGY INC
-$14.0M
1,500,000
-32%
增持
—
GOLDEN OCEAN GROUP LTD
+$13.6M
1,738,324
+312%
增持
HBM
HUDBAY MINERALS INC
+$13.6M
4,670,700
+88%
清仓
—
ENETI INC
-$12.9M
0
-100%
增持
—
STAR BULK CARRIERS CORP.
+$12.7M
900,000
+172%
建仓
PUMP
PROPETRO HLDG CORP
+$12.5M
1,492,400
建仓
DAR
DARLING INGREDIENTS INC
+$12.5M
250,000
建仓
—
TEEKAY TANKERS LTD
+$12.4M
248,768
增持
ACDC
PROFRAC HLDG CORP
+$9.8M
3,184,037
+101%
减持
—
ENERPLUS CORP
-$9.4M
2,276,952
-9%
增持
—
ALTUS POWER INC
+$9.0M
3,475,350
+24%
增持
SU
SUNCOR ENERGY INC NEW
+$7.7M
1,367,064
+30%
建仓
—
SUNNOVA ENERGY INTL INC.
+$7.1M
463,089
清仓
—
VIPER ENERGY PARTNERS LP
-$6.4M
0
-100%
增持
BKR
BAKER HUGHES COMPANY
+$6.3M
1,227,481
+22%
增持
—
ARCH RESOURCES INC
+$6.1M
139,366
+39%
增持
RNGR
RANGER ENERGY SVCS INC
-$5.9M
1,514,640
+0%
增持
UEC
URANIUM ENERGY CORP
+$5.4M
1,672,789
+63%
增持
TDW
TIDEWATER INC NEW
+$5.1M
1,174,674
+5%
增持
PCT
PURECYCLE TECHNOLOGIES INC
-$3.8M
2,549,521
+2%
减持
—
FREYR BATTERY INC
-$3.4M
355,465
-90%
增持
CRK
COMSTOCK RES INC
+$3.0M
3,506,238
+38%
增持
—
SITIO ROYALTIES CORP
+$3.0M
476,752
+40%
增持
KGS
KODIAK GAS SVCS INC
+$2.4M
1,067,068
+0%
增持
PDS
PRECISION DRILLING CORP
-$1.8M
675,649
+18%
增持
HLX
HELIX ENERGY SOLUTIONS GRP I
-$1.4M
1,676,528
+0%
增持
OKLO
ALTC ACQUISITION CORP
+$944.9K
2,833,601
+1%
增持
KEX
KIRBY CORP
+$220.6K
671,650
+6%