ENCOMPASS CAPITAL ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SOC | 13.49M | $121.67M |
 | NESR | 7.10M | $111.24M |
 | SHLS | 4.82M | $41.00M |
 | CSTM | 4.66M | $87.80M |
 | BORR | 3.55M | $14.33M |
 | WTTR | 3.12M | $32.81M |
 | TMC | 3.00M | $18.51M |
 | TTI | 2.89M | $27.09M |
 | SEI | 2.56M | $117.66M |
 | HP | 2.08M | $59.70M |
 | RNGR | 1.51M | $21.12M |
 | FLOC | 1.50M | $28.17M |
 | VNOM | 1.35M | $52.09M |
 | MTDR | 1.25M | $53.25M |
 | SGML | 1.25M | $16.46M |
 | ECO | 810K | $27.42M |
 | AA | 763K | $40.57M |
 | FANG | 746K | $112.20M |
 | TBN | 714K | $19.43M |
 | VTOL | 699K | $25.61M |
Sable Offshore Corp.
SOC
Shares Held
13.49M
Value
$121.67M
National Energy Services Reunited Corp.
NESR
Shares Held
7.10M
Value
$111.24M
Shoals Technologies Group, Inc.
SHLS
Shares Held
4.82M
Value
$41.00M
Constellium SE
CSTM
Shares Held
4.66M
Value
$87.80M
Borr Drilling Limited
BORR
Shares Held
3.55M
Value
$14.33M
Select Water Solutions, Inc.
WTTR
Shares Held
3.12M
Value
$32.81M
TMC the metals company Inc.
TMC
Shares Held
3.00M
Value
$18.51M
TETRA Technologies, Inc.
TTI
Shares Held
2.89M
Value
$27.09M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
2.56M
Value
$117.66M
Helmerich & Payne, Inc.
HP
Shares Held
2.08M
Value
$59.70M
Ranger Energy Services, Inc.
RNGR
Shares Held
1.51M
Value
$21.12M
Flowco Holdings Inc.
FLOC
Shares Held
1.50M
Value
$28.17M
Viper Energy, Inc.
VNOM
Shares Held
1.35M
Value
$52.09M
Matador Resources Company
MTDR
Shares Held
1.25M
Value
$53.25M
Sigma Lithium Corporation
SGML
Shares Held
1.25M
Value
$16.46M
Okeanis Eco Tankers Corp.
ECO
Shares Held
810K
Value
$27.42M
Alcoa Corporation
AA
Shares Held
763K
Value
$40.57M
Diamondback Energy, Inc.
FANG
Shares Held
746K
Value
$112.20M
Tamboran Resources Corp
TBN
Shares Held
714K
Value
$19.43M
Bristow Group Inc.
VTOL
Shares Held
699K
Value
$25.61M