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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 78 项
建仓 32
增持 7
减持 18
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
LNG
CHENIERE ENERGY INC
+$441.6M
1,556,100
建仓
XOP
SPDR SERIES TRUST
+$252.7M
1,390,000
减持
OXY
OCCIDENTAL PETE CORP
-$199.5M
451,396
-92%
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
UAL
UNITED AIRLS HLDGS INC
-$130.5M
0
-100%
建仓
AESI
ATLAS ENERGY SOLUTIONS INC
+$119.9M
9,135,182
清仓
FANG
DIAMONDBACK ENERGY INC
-$112.2M
0
-100%
建仓
—
LYONDELLBASELL INDUSTRIES NV
+$102.6M
1,274,000
减持
SOC
SABLE OFFSHORE CORP
+$100.5M
13,448,741
-0%
增持
CENX
CENTURY ALUM CO
+$71.5M
1,551,362
+210%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$60.6M
310,061
清仓
HP
HELMERICH & PAYNE INC
-$59.7M
0
-100%
建仓
FPS
FORGENT POWER SOLUTIONS INC
+$56.4M
1,925,699
建仓
CEG
CONSTELLATION ENERGY CORP
+$55.9M
200,000
建仓
PSX
PHILLIPS 66
+$55.5M
304,700
清仓
MTDR
MATADOR RES CO
-$53.2M
0
-100%
建仓
SCCO
SOUTHERN COPPER CORP
+$53.0M
308,100
清仓
—
WEATHERFORD INTL PLC
-$46.9M
0
-100%
增持
BTE
BAYTEX ENERGY CORP
+$44.6M
20,071,614
+44%
建仓
MUSA
MURPHY USA INC
+$44.5M
90,000
清仓
CMC
COMMERCIAL METALS CO
-$41.5M
0
-100%
清仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$41.0M
0
-100%
建仓
UEC
URANIUM ENERGY CORP
+$40.5M
3,000,000
清仓
JBHT
HUNT J B TRANS SVCS INC
-$39.8M
0
-100%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$36.8M
0
-100%
增持
ALM
ALMONTY INDS INC
+$36.7M
4,300,839
+48%
建仓
WHD
CACTUS INC
+$36.3M
765,514
清仓
CHRD
CHORD ENERGY CORPORATION
-$36.3M
0
-100%
清仓
SLI
STANDARD LITHIUM LTD
-$36.0M
0
-100%
清仓
PRIM
PRIMORIS SVCS CORP
-$36.0M
0
-100%
清仓
ORA
ORMAT TECHNOLOGIES INC
-$34.5M
0
-100%
建仓
CF
CF INDUSTRIES HOLD
+$34.5M
265,400
清仓
CCJ
CAMECO CORP
-$34.3M
0
-100%
建仓
PR
PERMIAN RESOURCES CORP
+$34.1M
1,597,811
清仓
HCC
WARRIOR MET COAL INC
-$33.1M
0
-100%
建仓
PWR
QUANTA SVCS INC
+$32.9M
60,000
建仓
MATX
MATSON INC
+$32.8M
199,834
增持
CNR
CORE NATURAL RESOURCES INC
+$32.5M
500,000
+122%
建仓
CSX
CSX CORP
+$32.3M
785,800
建仓
ASPI
ASP ISOTOPES INC
+$30.6M
6,912,054
减持
VNOM
VIPER ENERGY INC
-$30.3M
464,604
-66%
建仓
MWH
SOLV ENERGY INC
+$30.0M
1,000,400
建仓
PARR
PAR PAC HOLDINGS INC
+$28.8M
460,393
建仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$28.8M
500,000
建仓
ENPH
ENPHASE ENERGY INC
+$27.2M
720,288
减持
—
CONSTELLIUM SE
-$26.9M
2,477,278
-47%
建仓
DVN
DEVON ENERGY CORP NEW
+$26.0M
517,600
建仓
—
LINDE PLC
+$24.8M
50,000
建仓
DAR
DARLING INGREDIENTS INC
+$24.7M
400,000
建仓
SM
SM ENERGY COMPANY
+$21.8M
697,800
建仓
POWL
POWELL INDS INC
+$21.6M
40,000
减持
NUE
NUCOR CORP
-$21.5M
175,000
-44%
清仓
ARCB
ARCBEST CORP
-$20.4M
0
-100%
增持
—
CMB.TECH NV
+$20.2M
3,500,000
+40%
减持
—
NATIONAL ENERGY SERVICES REU
-$19.7M
4,261,389
-40%
减持
SEI
SOLARIS ENERGY INFRAS INC
-$18.8M
1,750,000
-32%
清仓
TMC
TMC THE METALS COMPANY INC
-$18.5M
0
-100%
建仓
STLD
STEEL DYNAMICS INC
+$18.0M
100,043
清仓
B
BARRICK MNG CORP
-$17.4M
0
-100%
清仓
SGML
SIGMA LITHIUM CORPORATION
-$16.5M
0
-100%
减持
NXT
NEXTPOWER INC
+$14.8M
484,262
-3%
减持
WTTR
SELECT WATER SOLUTIONS INC
+$14.4M
3,085,249
-1%
清仓
—
BORR DRILLING LTD
-$14.3M
0
-100%
建仓
AGI
ALAMOS GOLD INC
+$13.3M
300,065
减持
VIST
VISTA ENERGY S.A.B. DE C.V.
+$12.1M
543,551
-9%
减持
KEX
KIRBY CORP
-$9.2M
469,611
-28%
增持
—
NAVIGATOR HLDGS LTD
+$9.0M
1,034,216
+63%
减持
—
OKEANIS ECO TANKERS COR
-$8.3M
377,432
-53%
建仓
USAR
USA RARE EARTH INC
+$6.2M
465,000
减持
PDS
PRECISION DRILLING CORP
-$5.5M
351,189
-37%
减持
RNGR
RANGER ENERGY SVCS INC
+$4.7M
1,507,503
-0%
清仓
PPTA
PERPETUA RESOURCES CORP
-$4.1M
0
-100%
减持
VTOL
BRISTOW GROUP INC
+$1.9M
587,364
-16%
减持
FLOC
FLOWCO HLDGS INC
-$1.9M
1,275,044
-15%
建仓
BESS
BIMERGEN ENERGY CORP
+$1.5M
700,000
建仓
BESS/WS
BIMERGEN ENERGY CORP
+$712.5K
1,000,000
减持
—
RICE ACQUISITION CORP 3
-$460.1K
1,935,615
-3%
减持
AA
ALCOA CORP
-$427.5K
605,149
-21%
增持
TTI
TETRA TECHNOLOGIES INC DEL
+$186.4K
3,201,953
+11%