Encompass Capital Advisors LLC Top Holdings and 13F Report (2025) About Encompass Capital Advisors LLCInvestment ActivityEncompass Capital Advisors LLC has $2.61 billion in total holdings as of March 31, 2025.Encompass Capital Advisors LLC owns shares of 66 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 48.72% of the portfolio was purchased this quarter.About 44.27% of the portfolio was sold this quarter.This quarter, Encompass Capital Advisors LLC has purchased 60 new stocks and bought additional shares in 22 stocks.Encompass Capital Advisors LLC sold shares of 14 stocks and completely divested from 21 stocks this quarter.Largest Holdings Nextracker $110,833,004Chesapeake Energy $96,581,121Kirby $93,470,311Golar LNG $86,468,393First Solar $82,179,500 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $76,973,299 Holding25179M103 - Devon Energy $63,561,038 Holding35671D857 - Freeport-McMoRan $62,182,059 Holding559663109 - Magnolia Oil & Gas $53,818,830 Holding91913Y100 - Valero Energy $49,966,043 Holding Largest Purchases this Quarter GE VERNOVA INC 252,140 shares (about $76.97M)Devon Energy 1,699,493 shares (about $63.56M)Freeport-McMoRan 1,642,421 shares (about $62.18M)Magnolia Oil & Gas 2,130,595 shares (about $53.82M)Valero Energy 378,330 shares (about $49.97M) Largest Sales this Quarter Trinity Industries 1,213,242 shares (about $34.04M)Schlumberger 553,887 shares (about $23.15M)Alcoa 686,583 shares (about $20.94M)Kodiak Gas Services 529,258 shares (about $19.74M)Expro Group 1,912,619 shares (about $19.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEncompass Capital Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNXTNextracker$110,833,004$46,590,700 ▲72.5%2,630,1144.2%EnergyCHKChesapeake Energy$96,581,121$16,239,696 ▼-14.4%867,5993.7%EnergyKEXKirby$93,470,311$22,727,149 ▲32.1%925,3573.6%TransportationGLNGGolar LNG$86,468,393$36,724,629 ▲73.8%2,276,0833.3%TransportationFSLRFirst Solar$82,179,500$40,493,253 ▲97.1%650,0003.1%EnergyTSTenaris$82,034,789$39,013,789 ▲90.7%2,097,5403.1%IndustrialsSOISolaris Oilfield Infrastructure$78,966,540$29,122,148 ▲58.4%3,628,9773.0%EnergyGE VERNOVA INC$76,973,299$76,973,299 ▲New Holding252,1402.9%COMFANGDiamondback Energy$75,454,407$30,885,778 ▲69.3%471,9442.9%EnergyVEREN INC$71,453,544$17,711,988 ▲33.0%10,789,3352.7%COM NEWNFENew Fortress Energy$70,769,780$22,645,556 ▲47.1%8,516,2192.7%EnergyOVVOvintiv$69,998,630$11,527,410 ▲19.7%1,635,4822.7%EnergySABLE OFFSHORE CORP$68,370,983$32,852,983 ▲92.5%2,694,9542.6%COM SHSVSTVistra$67,761,353$11,845,703 ▲21.2%576,9872.6%UtilitiesNESRNational Energy Services Reunited$64,939,098$42,578 ▼-0.1%8,823,2472.5%EnergyDVNDevon Energy$63,561,038$63,561,038 ▲New Holding1,699,4932.4%EnergyFCXFreeport-McMoRan$62,182,059$62,182,059 ▲New Holding1,642,4212.4%Basic MaterialsMGYMagnolia Oil & Gas$53,818,830$53,818,830 ▲New Holding2,130,5952.1%EnergyVLOValero Energy$49,966,043$49,966,043 ▲New Holding378,3301.9%EnergyCNICanadian National Railway$48,709,565$48,709,565 ▲New Holding500,0001.9%TransportationFTITechnipFMC$47,535,000$47,535,000 ▲New Holding1,500,0001.8%EnergyVISTVista Energy$47,319,813$9,275,730 ▲24.4%1,016,3191.8%EnergyFROFrontline$45,025,542$45,025,542 ▲New Holding3,032,0231.7%TransportationATLAS ENERGY SOLUTIONS INC$43,614,447$43,614,447 ▲New Holding2,444,7561.7%COM NEWBKRBaker Hughes$42,839,999$14,295,001 ▼-25.0%974,7441.6%EnergyHLXHelix Energy Solutions Group$42,375,873$8,277,491 ▲24.3%5,099,3831.6%EnergyUALUnited Airlines$41,430,000$41,430,000 ▲New Holding600,0001.6%TransportationUNPUnion Pacific$41,342,0000.0%175,0001.6%TransportationKGSKodiak Gas Services$40,664,460$19,741,323 ▼-32.7%1,090,2001.6%EnergyMEOHMethanex$35,065,612$16,209,966 ▲86.0%999,3051.3%Basic MaterialsYPFYPF Sociedad Anónima$35,006,607$33,393 ▼-0.1%999,0471.3%EnergyFDXFedEx$34,129,200$34,129,200 ▲New Holding140,0001.3%TransportationCSTMConstellium$33,877,619$15,328,930 ▲82.6%3,357,5441.3%IndustrialsXUnited States Steel$33,808,000$7,780,066 ▼-18.7%800,0001.3%Basic MaterialsPRIMPrimoris Services$31,430,368$4,258,904 ▲15.7%547,4721.2%ConstructionHBMHudbay Minerals$31,360,554$4,916,786 ▲18.6%4,132,0621.2%Basic MaterialsGGBGerdau$30,134,152$30,134,152 ▲New Holding10,610,6171.2%Basic MaterialsGREENFIRE RES LTD NEW$28,196,568$4,429,332 ▲18.6%4,803,5041.1%COM SHSSTLDSteel Dynamics$27,568,508$27,568,508 ▲New Holding220,4071.1%Basic MaterialsWHDCactus$27,456,524$27,456,524 ▲New Holding599,0951.1%EnergyWFRDWeatherford International$27,354,947$27,354,947 ▲New Holding510,8301.0%EnergyPDSPrecision Drilling$25,960,179$24,759 ▼-0.1%557,8141.0%EnergySLBSchlumberger$23,038,195$23,152,476 ▼-50.1%551,1530.9%EnergyTRNTrinity Industries$21,859,834$34,043,570 ▼-60.9%779,0390.8%TransportationRNGRRanger Energy Services$21,293,060$20,320 ▼-0.1%1,500,5680.8%EnergyUECUranium Energy$20,188,034$14,502,396 ▲255.1%4,223,4380.8%Basic MaterialsDHTDHT$19,949,738$19,949,738 ▲New Holding1,899,9750.8%TransportationCADELER A S$19,823,827$32,341 ▼-0.2%1,008,3330.8%SPON ADRNXENexGen Energy$18,634,689$13,303,377 ▲249.5%4,153,0800.7%Basic MaterialsNVGSNavigator$17,807,116$16,984 ▼-0.1%1,337,8750.7%TransportationTEEKAY TANKERS LTD$17,209,598$17,209,598 ▲New Holding449,6890.7%CL AT1 ENERGY INC$16,963,7180.0%13,463,2680.6%COM NEWEGOEldorado Gold$16,814,988$16,814,988 ▲New Holding999,7020.6%Basic MaterialsPPTAPerpetua Resources$15,745,205$15,745,205 ▲New Holding1,472,8910.6%Basic MaterialsRSReliance$14,433,458$14,433,458 ▲New Holding49,9860.6%Basic MaterialsCENXCentury Aluminum$13,920,000$13,920,000 ▲New Holding750,0000.5%IndustrialsFLOWCO HLDGS INC$13,717,697$13,717,697 ▲New Holding534,8030.5%COM CL AMETCRamaco Resources$13,248,053$13,248,053 ▲New Holding1,609,7270.5%EnergyINFINITY NAT RES INC$12,460,931$12,460,931 ▲New Holding664,5830.5%COM CL AGRAN TIERRA ENERGY INC$12,327,790$3,083,992 ▲33.4%2,500,5890.5%COMHCM II ACQUISITION CORP$10,005,695$10,005,695 ▲New Holding946,1650.4%SHS CL AINSWInternational Seaways$9,957,012$9,957,012 ▲New Holding299,9100.4%TransportationAAAlcoa$8,202,152$20,940,783 ▼-71.9%268,9230.3%IndustrialsXPROExpro Group$6,575,340$19,011,433 ▼-74.3%661,5030.3%EnergyMETCBRamaco Resources$165,635$165,635 ▲New Holding23,2960.0%EnergyT1 ENERGY INC$35,5470.0%355,4650.0%*W EXP 07/09/202XOMExxon Mobil$0$308,231,078 ▼-100.0%00.0%EnergyTDWTidewater$0$86,569,165 ▼-100.0%00.0%EnergyEQTEQT$0$59,627,239 ▼-100.0%00.0%EnergyGBXGreenbrier Companies$0$56,735,094 ▼-100.0%00.0%TransportationTALEN ENERGY CORP$0$48,332,854 ▼-100.0%00.0%COMCHRDChord Energy$0$43,744,683 ▼-100.0%00.0%EnergyCIVICivitas Resources$0$42,672,402 ▼-100.0%00.0%EnergyCPCanadian Pacific Kansas City$0$40,839,187 ▼-100.0%00.0%TransportationWABWestinghouse Air Brake Technologies$0$40,164,452 ▼-100.0%00.0%TransportationKOSKosmos Energy$0$35,722,611 ▼-100.0%00.0%EnergyAMPSAltus Power$0$32,671,184 ▼-100.0%00.0%EnergySHLSShoals Technologies Group$0$29,918,655 ▼-100.0%00.0%EnergyNPWRNET Power$0$26,447,604 ▼-100.0%00.0%EnergyNEXTNextDecade$0$26,237,492 ▼-100.0%00.0%EnergyDOWDOW$0$25,658,600 ▼-100.0%00.0%Basic MaterialsMUSAMurphy USA$0$20,070,000 ▼-100.0%00.0%Retail/WholesaleSBLKStar Bulk Carriers$0$18,547,718 ▼-100.0%00.0%TransportationCRKComstock Resources$0$17,368,233 ▼-100.0%00.0%EnergyGOGLGolden Ocean Group$0$17,072,447 ▼-100.0%00.0%TransportationCOPConocoPhillips$0$13,854,446 ▼-100.0%00.0%EnergyBORRBorr Drilling$0$10,718,140 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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