小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 75 项
建仓 19
增持 16
减持 21
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
SU
SUNCOR ENERGY INC NEW
+$88.3M
3,579,225
+162%
建仓
SLB
SCHLUMBERGER LTD
+$84.9M
1,548,988
减持
VALE
VALE S A
-$55.8M
1,698,894
-65%
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。
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$50.9M
4,902,132
-28%
建仓
GEV
GE VERNOVA LLC
+$50.9M
372,034
减持
KOS
KOSMOS ENERGY LTD
-$46.7M
550,000
-93%
增持
AA
ALCOA CORP
+$43.1M
2,086,878
+159%
清仓
—
MARATHON OIL CORP
-$42.6M
0
-100%
清仓
BKR
BAKER HUGHES COMPANY
-$42.0M
0
-100%
清仓
—
ENERPLUS CORP
-$34.9M
0
-100%
增持
—
CRESCENT PT ENERGY CORP
+$33.5M
5,996,094
+167%
建仓
—
BARRICK GOLD CORP
+$33.3M
2,000,000
减持
—
SOUTHWESTERN ENERGY CO
-$32.2M
4,000,000
-58%
建仓
FANG
DIAMONDBACK ENERGY INC
+$30.7M
155,000
建仓
VIST
VISTA ENERGY S.A.B. DE C.V.
+$29.9M
721,644
建仓
—
FRONTLINE PLC
+$29.8M
1,273,741
建仓
STLD
STEEL DYNAMICS INC
+$28.2M
190,000
建仓
HAL
HALLIBURTON CO
+$27.6M
699,738
建仓
CSX
CSX CORP
+$25.9M
700,000
清仓
CVX
CHEVRON CORP NEW
-$25.8M
0
-100%
清仓
—
FREYR BATTERY INC
-$25.2M
0
-100%
清仓
—
ARCH RESOURCES INC
-$23.1M
0
-100%
建仓
TE
FREYR BATTERY INC
+$22.6M
13,463,268
减持
NXT
NEXTRACKER INC
-$20.9M
450,000
-54%
清仓
—
ZIM INTEGRATED SHIPPING SERV
-$20.5M
0
-100%
建仓
YPF
YPF SOCIEDAD ANONIMA
+$19.8M
1,000,000
增持
—
STAR BULK CARRIERS CORP.
+$19.3M
1,609,402
+79%
清仓
RIO
RIO TINTO PLC
-$18.6M
0
-100%
减持
ACDC
PROFRAC HLDG CORP
-$18.1M
1,061,737
-67%
清仓
VET
VERMILION ENERGY INC
-$18.1M
0
-100%
增持
HBM
HUDBAY MINERALS INC
+$18.0M
6,249,339
+34%
减持
PWR
QUANTA SVCS INC
-$17.0M
100,000
-50%
增持
FLNC
FLUENCE ENERGY INC
+$15.4M
2,854,015
+100%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$15.3M
0
-100%
清仓
DINO
HF SINCLAIR CORP
-$15.0M
0
-100%
增持
ITRI
ITRON INC
+$14.9M
430,528
+30%
建仓
—
DHT HOLDINGS INC
+$14.5M
1,260,298
清仓
NXE
NEXGEN ENERGY LTD
-$14.1M
0
-100%
增持
—
SCORPIO TANKERS INC
+$13.7M
424,854
+55%
清仓
DAR
DARLING INGREDIENTS INC
-$12.5M
0
-100%
清仓
—
TEEKAY TANKERS LTD
-$12.4M
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC
+$11.8M
250,000
清仓
—
SITIO ROYALTIES CORP
-$11.2M
0
-100%
清仓
UEC
URANIUM ENERGY CORP
-$10.7M
0
-100%
减持
KEX
KIRBY CORP
+$10.4M
662,582
-1%
清仓
PCT
PURECYCLE TECHNOLOGIES INC
-$10.3M
0
-100%
建仓
—
TELLURIAN INC NEW
+$9.9M
14,994,834
减持
PDS
PRECISION DRILLING CORP
+$8.7M
674,630
-0%
建仓
MYRG
MYR GROUP INC DEL
+$8.4M
47,633
建仓
—
CONSTELLIUM SE
+$7.4M
334,106
减持
KGS
KODIAK GAS SVCS INC
-$7.3M
515,874
-52%
清仓
—
SUNNOVA ENERGY INTL INC.
-$7.1M
0
-100%
增持
CMC
COMMERCIAL METALS CO
+$7.0M
417,260
+19%
增持
GFR
GREENFIRE RES LTD NEW
+$6.7M
3,602,556
+18%
减持
AESI
ATLAS ENERGY SOLUTIONS INC
+$6.6M
1,227,599
-0%
增持
ASPN
ASPEN AEROGELS INC
+$6.4M
2,181,339
+8%
减持
TDW
TIDEWATER INC NEW
+$6.2M
987,752
-16%
增持
MATX
MATSON INC
+$6.1M
234,399
+27%
减持
TS
TENARIS S A
-$5.6M
299,377
-40%
增持
HLX
HELIX ENERGY SOLUTIONS GRP I
+$5.2M
2,073,736
+24%
增持
NFE
NEW FORTRESS ENERGY INC
-$5.2M
4,401,568
+19%
建仓
—
GENCO SHIPPING & TRADING LTD
+$5.1M
250,000
增持
CRK
COMSTOCK RES INC
+$4.2M
3,799,408
+8%
减持
OPAL
OPAL FUELS INC
-$3.9M
2,246,246
-18%
减持
CDLR
CADELER A S
-$2.1M
1,003,672
-9%
增持
—
ALTUS POWER INC
-$1.9M
4,575,582
+32%
建仓
CENX
CENTURY ALUM CO
+$1.6M
107,100
减持
RNGR
RANGER ENERGY SVCS INC
+$1.6M
1,513,295
-0%
减持
—
GOLDEN OCEAN GROUP LTD
-$1.4M
1,203,754
-31%
减持
EXE
CHESAPEAKE ENERGY CORP
+$1.2M
593,623
-11%
减持
AMTX
AEMETIS INC
+$1.1M
1,708,522
-2%
减持
PUMP
PROPETRO HLDG CORP
-$465.9K
1,490,146
-0%
减持
CIVI
CIVITAS RESOURCES INC
-$250.3K
400,000
-11%
清仓
—
FREYR BATTERY INC
-$71.1K
0
-100%
建仓
TE/WS
FREYR BATTERY INC
+$64.0K
355,465