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Encompass Capital Advisors, LLC
institutionel investor · portefølje $2.81 mia. · 54 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 77
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| T1 Energy Inc. US:TE | 34 968 169 | $331 mio. | 14.30% | — |
| Solaris Energy Infrastructur… US:SEI | 2 519 604 | $203 mio. | 8.74% | +769 604 |
| Atlas Energy Solutions Inc. US:AESI | 6 540 322 | $109 mio. | 4.69% | −2 594 860 |
| NATIONAL ENERGY SERVICES REU CUSIP G6375R107 | 3 102 538 | $92.9 mio. | 4.01% | −1 158 851 |
| CONSTELLIUM SE CUSIP F21107101 | 2 421 349 | $77.2 mio. | 3.33% | −55 929 |
| Murphy Oil Corporation US:MUR | 2 250 000 | $73.3 mio. | 3.16% | ny |
| ProPetro Holding Corp US:PUMP | 4 574 591 | $65.6 mio. | 2.83% | ny |
| Baker Hughes Co US:BKR | 1 149 014 | $63.8 mio. | 2.75% | ny |
| Occidental Petroleum Corpora… US:OXY | 1 138 000 | $55.3 mio. | 2.38% | +686 604 |
| Patterson-UTI Energy Inc US:PTEN | 5 921 072 | $54.4 mio. | 2.34% | ny |
| Venture Global, Inc. US:VG | 4 500 000 | $50.1 mio. | 2.16% | ny |
| FuelCell Energy Inc US:FCEL | 1 365 900 | $49.2 mio. | 2.12% | ny |
| Cleveland-Cliffs Inc US:CLF | 5 113 625 | $48.0 mio. | 2.07% | ny |
| Core Natural Resources, Inc. US:CNR | 589 633 | $47.2 mio. | 2.04% | +89 633 |
| Norfolk Southern Corporation US:NSC | 145 000 | $45.6 mio. | 1.97% | ny |
| Powell Industries Inc US:POWL | 158 899 | $45.5 mio. | 1.96% | +118 899 |
| Vista Oil & Gas S.A.B. de C.… US:VIST | 705 720 | $45.0 mio. | 1.94% | +162 169 |
| Sable Offshore Corp. US:SOC | 14 448 741 | $44.5 mio. | 1.92% | +1 000 000 |
| OLD DOMINION FREIGHT LINE, I… US:ODFL | 200 000 | $43.3 mio. | 1.87% | −110 061 |
| Century Aluminum Company US:CENX | 900 000 | $41.4 mio. | 1.79% | −651 362 |
| ASP Isotopes Inc. US:ASPI | 6 561 754 | $40.8 mio. | 1.76% | −350 300 |
| EagleRock Land, LLC US:EROK | 1 858 313 | $39.5 mio. | 1.70% | ny |
| Canadian National Railway Co… US:CNI | 325 000 | $38.7 mio. | 1.67% | ny |
| SM Energy Co US:SM | 1 448 061 | $37.8 mio. | 1.63% | +750 261 |
| Cactus Inc US:WHD | 726 675 | $37.2 mio. | 1.61% | −38 839 |
| Methanex Corporation US:MEOH | 791 123 | $36.5 mio. | 1.57% | ny |
| Kirby Corporation US:KEX | 265 609 | $36.1 mio. | 1.56% | −204 002 |
| Nextpower Inc. US:NXT | 280 000 | $33.4 mio. | 1.44% | −204 262 |
| Matson Inc US:MATX | 170 724 | $32.8 mio. | 1.42% | −29 110 |
| ERock, Inc. US:EROC | 1 900 000 | $27.6 mio. | 1.19% | ny |
| NABORS INDUSTRIES LTD CUSIP G6359F137 | 315 000 | $26.5 mio. | 1.14% | ny |
| Precision Drilling Corporati… US:PDS | 333 371 | $25.6 mio. | 1.10% | −17 818 |
| STAR BULK CARRIERS CORP. CUSIP Y8162K204 | 962 500 | $24.0 mio. | 1.04% | ny |
| Forgent Power Solutions, Inc… US:FPS | 424 476 | $23.7 mio. | 1.02% | −1 501 223 |
| Northern Oil & Gas Inc US:NOG | 1 250 000 | $22.7 mio. | 0.98% | ny |
| TALOS ENERGY INC. US:TALO | 1 747 661 | $22.6 mio. | 0.97% | ny |
| Flowco Holdings Inc. US:FLOC | 1 020 634 | $21.8 mio. | 0.94% | −254 410 |
| Tetra Technologies Inc US:TTI | 1 900 000 | $21.5 mio. | 0.93% | −1 301 953 |
| Phillips 66 US:PSX | 124 833 | $21.1 mio. | 0.91% | −179 867 |
| Landstar System Inc US:LSTR | 100 000 | $20.7 mio. | 0.89% | ny |
| Westinghouse Air Brake Techn… US:WAB | 75 000 | $20.2 mio. | 0.87% | ny |
| Ranger Energy Services Inc US:RNGR | 1 227 978 | $19.7 mio. | 0.85% | −279 525 |
| Fervo Energy Company Class A US:FRVO | 625 070 | $18.3 mio. | 0.79% | ny |
| INNIO NV CUSIP N52A8C105 | 460 000 | $18.2 mio. | 0.78% | ny |
| RXO Inc. US:RXO | 610 755 | $16.9 mio. | 0.73% | ny |
| Quanta Services Inc US:PWR | 20 000 | $14.4 mio. | 0.62% | −40 000 |
| OKEANIS ECO TANKERS COR CUSIP Y64177101 | 222 197 | $11.1 mio. | 0.48% | −155 235 |
| Devon Energy Corporation US:DVN | 264 101 | $10.9 mio. | 0.47% | −253 499 |
| CMB.TECH NV CUSIP B38564108 | 334 456 | $4.68 mio. | 0.20% | −3 165 544 |
| NAVIGATOR HLDGS LTD CUSIP Y62132108 | 200 000 | $3.73 mio. | 0.16% | −834 216 |
| Bimergen Energy Corporation US:BESS | 700 000 | $2.85 mio. | 0.12% | — |
| BIMERGEN ENERGY CORP CUSIP 84856X122 | 1 000 000 | $1.90 mio. | 0.08% | — |
| T1 ENERGY INC CUSIP 35834F112 | 355 465 | $67.5 t. | 0.00% | — |
| Select Water Solutions, Inc. US:WTTR | 0 (var 3 085 249) | — | — | solgt |
| Alamos Gold Inc US:AGI | 0 (var 300 065) | — | — | solgt |
| Steel Dynamics Inc US:STLD | 0 (var 100 043) | — | — | solgt |
| Alcoa Corp US:AA | 0 (var 605 149) | — | — | solgt |
| Tamboran Resources Corp US:TBN | 0 (var 713 698) | — | — | solgt |
| Almonty Industries Inc. US:ALM | 0 (var 4 300 839) | — | — | solgt |
| Uranium Energy Corp US:UEC | 0 (var 3 000 000) | — | — | solgt |
| Baytex Energy Corp US:BTE | 0 (var 20 071 614) | — | — | solgt |
| USA Rare Earth, Inc. US:USAR | 0 (var 465 000) | — | — | solgt |
| Bristow Group Inc US:VTOL | 0 (var 587 364) | — | — | solgt |
| LINDE PLC CUSIP G54950103 | 0 (var 50 000) | — | — | solgt |
| CSX Corporation US:CSX | 0 (var 785 800) | — | — | solgt |
| RICE ACQUISITION CORP 3 CUSIP G7553X122 | 0 (var 1 935 615) | — | — | solgt |
| Constellation Energy Corp US:CEG | 0 (var 200 000) | — | — | solgt |
| SCORPIO TANKERS INC CUSIP Y7542C130 | 0 (var 200 000) | — | — | solgt |
| Darling Ingredients Inc US:DAR | 0 (var 400 000) | — | — | solgt |
| Enphase Energy Inc US:ENPH | 0 (var 720 288) | — | — | solgt |
| Knight Transportation Inc US:KNX | 0 (var 500 000) | — | — | solgt |
| Murphy USA Inc US:MUSA | 0 (var 90 000) | — | — | solgt |
| Viper Energy Ut US:VNOM | 0 (var 464 604) | — | — | solgt |
| Nucor Corp US:NUE | 0 (var 175 000) | — | — | solgt |
| Par Pacific Holdings Inc US:PARR | 0 (var 460 393) | — | — | solgt |
| Permian Resources Corporatio… US:PR | 0 (var 1 597 811) | — | — | solgt |
| SOLV Energy, Inc. Class A US:MWH | 0 (var 1 000 400) | — | — | solgt |
I virksomheder i vores database 7
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Bimergen Energy Corporation | 17.81% | 700 000 | 2026-06-30 |
| EagleRock Land, LLC | 7.05% | 1 858 313 | 2026-06-30 |
| Atlas Energy Solutions Inc. | 5.23% | 6 540 322 | 2026-06-30 |
| ASP Isotopes Inc. | 4.28% | 6 561 754 | 2026-06-30 |
| ERock, Inc. | 3.94% | 1 900 000 | 2026-06-30 |
| Precision Drilling Corporati… | 2.65% | 333 371 | 2026-06-30 |
| FuelCell Energy Inc | 1.71% | 1 365 900 | 2026-06-30 |
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