ENCOMPASS CAPITAL ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHLS | 11.86M | $87.91M |
 | NESR | 9.21M | $94.45M |
 | SOC | 7.17M | $125.22M |
 | GFR | 4.62M | $21.34M |
 | CSTM | 4.26M | $63.45M |
 | NXE | 3.15M | $28.21M |
 | SEI | 2.92M | $116.70M |
 | WTTR | 2.37M | $25.36M |
 | GPRE | 2.24M | $19.69M |
 | MGY | 2.18M | $52.09M |
 | KGS | 1.74M | $64.18M |
 | RNGR | 1.51M | $21.25M |
 | AAL | 1.50M | $16.85M |
 | B | 1.49M | $48.68M |
 | BP | 1.45M | $49.94M |
 | NVGS | 1.44M | $22.26M |
 | TS | 1.43M | $51.25M |
 | TGS | 1.40M | $29.54M |
 | KEX | 1.39M | $115.69M |
 | WMB | 1.30M | $82.25M |
Shoals Technologies Group, Inc.
SHLS
Shares Held
11.86M
Value
$87.91M
National Energy Services Reunited Corp.
NESR
Shares Held
9.21M
Value
$94.45M
Sable Offshore Corp.
SOC
Shares Held
7.17M
Value
$125.22M
Greenfire Resources Ltd.
GFR
Shares Held
4.62M
Value
$21.34M
Constellium SE
CSTM
Shares Held
4.26M
Value
$63.45M
NexGen Energy Ltd.
NXE
Shares Held
3.15M
Value
$28.21M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
2.92M
Value
$116.70M
Select Water Solutions, Inc.
WTTR
Shares Held
2.37M
Value
$25.36M
Green Plains Inc.
GPRE
Shares Held
2.24M
Value
$19.69M
Magnolia Oil & Gas Corporation
MGY
Shares Held
2.18M
Value
$52.09M
Kodiak Gas Services, Inc.
KGS
Shares Held
1.74M
Value
$64.18M
Ranger Energy Services, Inc.
RNGR
Shares Held
1.51M
Value
$21.25M
American Airlines Group Inc.
AAL
Shares Held
1.50M
Value
$16.85M
Barrick Mining Corporation
B
Shares Held
1.49M
Value
$48.68M
BP p.l.c.
BP
Shares Held
1.45M
Value
$49.94M
Navigator Holdings Ltd.
NVGS
Shares Held
1.44M
Value
$22.26M
Tenaris S.A.
TS
Shares Held
1.43M
Value
$51.25M
Transportadora de Gas del Sur S.A.
TGS
Shares Held
1.40M
Value
$29.54M
Kirby Corporation
KEX
Shares Held
1.39M
Value
$115.69M
The Williams Companies, Inc.
WMB
Shares Held
1.30M
Value
$82.25M