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Asset Manager ← All Institutions

Encompass Capital Advisors LLC

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
45
-25
New Purchases
0
Added To
0
Closed
45
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 8 $0 0%
Mid Cap 25 $0 0%
Small Cap 12 $0 0%

Portfolio Analytics

Avg Market Cap
$9.8B
Median Market Cap
$4.2B
Avg P/E
41.8
Median P/E
24.3
Avg Dividend Yield
0.01%
Avg Beta
0.93
# Stocks
45
# ETFs / Funds
0

Top Holdings (45 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ALI1.DE —% -$26M -2,908,033 -100.0% SOLD
2 TTI —% -$27M -2,891,590 -100.0% SOLD
3 MTDR —% -$53M -1,254,678 -100.0% SOLD
4 AA —% -$41M -763,400 -100.0% SOLD
5 CNR —% -$20M -225,000 -100.0% SOLD
6 NVGS —% -$11M -635,601 -100.0% SOLD
7 CSTM —% -$88M -4,657,915 -100.0% SOLD
8 HP —% -$60M -2,081,644 -100.0% SOLD
9 B —% -$17M -400,000 -100.0% SOLD
10 VTOL —% -$26M -699,429 -100.0% SOLD
11 CMC —% -$42M -599,871 -100.0% SOLD
12 STNG —% -$10M -200,000 -100.0% SOLD
13 BTEGF —% -$45M -13,948,516 -100.0% SOLD
14 KEX —% -$72M -649,758 -100.0% SOLD
15 TBN —% -$19M -713,698 -100.0% SOLD
16 GXO —% -$37M -698,974 -100.0% SOLD
17 VIST —% -$29M -594,846 -100.0% SOLD
18 PRIM —% -$36M -289,907 -100.0% SOLD
19 SEI —% -$118M -2,559,543 -100.0% SOLD
20 ORA —% -$35M -312,675 -100.0% SOLD
21 RNGR —% -$21M -1,510,795 -100.0% SOLD
22 NUE —% -$51M -313,502 -100.0% SOLD
23 SOC —% -$122M -13,489,241 -100.0% SOLD
24 PPTA —% -$4M -168,750 -100.0% SOLD
25 HCC —% -$33M -375,791 -100.0% SOLD
26 CCJ —% -$34M -375,000 -100.0% SOLD
27 FLOC —% -$28M -1,503,216 -100.0% SOLD
28 PDS —% -$40M -556,638 -100.0% SOLD
29 WTTR —% -$33M -3,118,824 -100.0% SOLD
30 FANG —% -$112M -746,343 -100.0% SOLD
31 JBHT —% -$40M -205,000 -100.0% SOLD
32 CENX —% -$20M -499,837 -100.0% SOLD
33 CHRD —% -$36M -391,127 -100.0% SOLD
34 ARCB —% -$20M -275,000 -100.0% SOLD
35 SHLS —% -$41M -4,823,369 -100.0% SOLD
36 TE —% -$234M -34,968,169 -100.0% SOLD
37 SGML —% -$16M -1,248,175 -100.0% SOLD
38 WFRD —% -$47M -599,274 -100.0% SOLD
39 NXT —% -$44M -499,837 -100.0% SOLD
40 NESR —% -$111M -7,103,284 -100.0% SOLD
41 SLI —% -$36M -8,053,722 -100.0% SOLD
42 TMC —% -$19M -3,000,000 -100.0% SOLD
43 VNOM —% -$52M -1,348,366 -100.0% SOLD
44 KRSP —% -$21M -1,997,867 -100.0% SOLD
45 EURN —% -$24M -2,499,307 -100.0% SOLD

Options Breakdown

1 Calls $0 Call Value 1 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
OXY $0 SOLD

Top Puts

SymbolSharesValueStatus
UAL $0 SOLD

Sold Out Positions

SymbolValue% Port
ALI1.DE —%
MTDR —%
AA —%
CNR —%
NVGS —%
CSTM —%
HP —%
B —%
VTOL —%
CMC —%
STNG —%
TTI —%
KEX —%
TBN —%
GXO —%
View SEC EDGAR Filings for Encompass Capital Advisors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms