The Analysis of Encompass Capital Advisors LLC's Holdings

Currently, Encompass Capital Advisors LLC holds 55 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in TE (+60.7M shares, valued at $132.3M), WMB (+1.3M shares, valued at $82.2M), ORA (+638.5K shares, valued at $61.5M); decreased their positions in NXT (-1.7M shares, valued at $127.9M), CSX (-2.1M shares, valued at $75.6M), DINO (-1.0M shares, valued at $53.2M); initiated new positions in WMB (+1.3M shares, valued at $82.2M), ORA (+638.5K shares, valued at $61.5M), BP (+1.4M shares, valued at $49.9M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TE T1 ENERGY INC74.1M shares450.74%2025-12-112025-12-15

SOC SABLE OFFSHORE CORP7.2M shares44.83%2025-09-302025-11-14

SEI SOLARIS ENERGY INFRAS INC2.9M shares-19.51%2025-09-302025-11-14

KEX KIRBY CORP1.4M shares13.14%2025-09-302025-11-14

NESR NATIONAL ENERGY SERVICES REU9.2M shares0.00%2025-09-302025-11-14

FSLR FIRST SOLAR INC421.0K shares21.35%2025-09-302025-11-14

UEC URANIUM ENERGY CORP6.8M shares62.09%2025-09-302025-11-14

NXT NEXTRACKER INC1.2M shares-59.19%2025-09-302025-11-14

Sponsored

SHLS SHOALS TECHNOLOGIES GROUP IN11.9M shares-10.16%2025-09-302025-11-14

WMB WILLIAMS COS INC1.3M sharesnew addition2025-09-302025-11-14

STNG SCORPIO TANKERS INC1.2M shares56.94%2025-09-302025-11-14

KGS KODIAK GAS SVCS INC1.7M shares59.30%2025-09-302025-11-14

CSTM CONSTELLIUM SE4.3M shares-20.48%2025-09-302025-11-14

ORA ORMAT TECHNOLOGIES INC638.5K sharesnew addition2025-09-302025-11-14

CCJ CAMECO CORP700.0K shares-22.19%2025-09-302025-11-14

ASPI ASP ISOTOPES INC6.4M shares1182.67%2026-01-162026-01-23

Sponsored

MGY MAGNOLIA OIL & GAS CORP2.2M shares64.11%2025-09-302025-11-14

PRIM PRIMORIS SVCS CORP374.8K shares-36.05%2025-09-302025-11-14

TS TENARIS S A1.4M shares-17.32%2025-09-302025-11-14

BP BP PLC1.4M sharesnew addition2025-09-302025-11-14

B BARRICK MNG CORP1.5M sharesnew addition2025-09-302025-11-14

GLNG GOLAR LNG LTD1.1M shares-2.94%2025-09-302025-11-14

INSW INTERNATIONAL SEAWAYS INC874.2K shares118.65%2025-09-302025-11-14

CHRD CHORD ENERGY CORPORATION391.8K sharesnew addition2025-09-302025-11-14

Sponsored

DINO HF SINCLAIR CORP697.6K shares-59.31%2025-09-302025-11-14

VIST VISTA ENERGY S.A.B. DE C.V.965.9K shares26.12%2025-09-302025-11-14

PDS PRECISION DRILLING CORP557.6K shares0.00%2025-09-302025-11-14

TGS TRANSPORTADORA DE GAS SUR1.4M shares40.45%2025-09-302025-11-14

NXE NEXGEN ENERGY LTD3.2M shares-13.69%2025-09-302025-11-14

AA ALCOA CORP857.2K sharesnew addition2025-09-302025-11-14

GATX GATX CORP149.9K shares0.00%2025-09-302025-11-14

WTTR SELECT WATER SOLUTIONS INC2.4M sharesnew addition2025-09-302025-11-14

Sponsored

FLOC FLOWCO HLDGS INC1.5M shares21.93%2025-10-222025-10-29

CENX CENTURY ALUM CO811.2K shares675.97%2025-09-302025-11-14

CEG CONSTELLATION ENERGY CORP69.9K shares-30.06%2025-09-302025-11-14

NVGS NAVIGATOR HLDGS LTD1.4M shares0.00%2025-09-302025-11-14

DTM DT MIDSTREAM INC195.7K sharesnew addition2025-09-302025-11-14

CDLR CADELER A S1.1M shares4.51%2025-09-302025-11-14

BTU PEABODY ENERGY CORP809.5K sharesnew addition2025-09-302025-11-14

GFR GREENFIRE RES LTD NEW4.6M shares-6.63%2025-09-302025-11-14

Sponsored

RNGR RANGER ENERGY SVCS INC1.5M shares0.00%2025-09-302025-11-14

GXO GXO LOGISTICS INCORPORATED400.0K sharesnew addition2025-09-302025-11-14

TRN TRINITY INDS INC749.5K sharesnew addition2025-09-302025-11-14

GPRE GREEN PLAINS INC2.2M sharesnew addition2025-09-302025-11-14

HP HELMERICH & PAYNE INC785.1K sharesnew addition2025-09-302025-11-14

AAL AMERICAN AIRLS GROUP INC1.5M sharesnew addition2025-09-302025-11-14

TBN TAMBORAN RES CORP563.7K sharesnew addition2025-09-302025-11-14

CMBT CMB.TECH NV1.5M sharesnew addition2025-09-302025-11-14

Sponsored

INR INFINITY NAT RES INC849.1K shares0.00%2025-09-302025-11-14

CSX CSX CORP297.7K shares-87.73%2025-09-302025-11-14

AUGO AURA MINERALS INC199.7K sharesnew addition2025-09-302025-11-14

PARR PAR PAC HOLDINGS INC151.5K shares-88.39%2025-09-302025-11-14

URG UR-ENERGY INC2.5M sharesnew addition2025-09-302025-11-14

TE.WS T1 ENERGY INC355.5K shares0.00%2025-09-302025-11-14

IBATF 103.8M sharesnew addition2026-01-302026-02-02

Call Option Holdings

SOC Call CallSABLE OFFSHORE CORP1.2M sharesnew addition2025-09-302025-11-14

Put Option Holdings

ARKK Put PutARK ETF TR6.9M sharesnew addition2025-09-302025-11-14