Encompass Capital Advisors LLC Increases Stake in Atlas Energy Solutions Inc. to 7.36%

Encompass Capital Advisors LLC, along with Todd J. Kantor and Encompass Capital Partners LLC, filed a Schedule 13G/A on May 15, 2026, regarding their holdings in Atlas Energy Solutions Inc. (AESI). The filing discloses that Encompass Capital Advisors LLC and Todd J. Kantor beneficially own 9,135,182 shares of Common Stock, representing a 7.36% ownership stake in the company. Encompass Capital Partners LLC specifically reported beneficial ownership of 7,218,336 shares, or 5.81%. This position reflects a significant increase from previous filings where the ownership was reported at 0.0%. The reporting persons share voting and dispositive power over the disclosed shares. The filing was made under Rule 13d-1(c), indicating a passive investment intent, as the securities were not acquired to influence or change the control of the issuer. The event triggering this amendment occurred on March 31, 2026. All reporting entities are based in New York, NY.