ENCOMPASS CAPITAL ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STNG | 1.24M | $69.44M |
 | FLOC | 1.23M | $18.33M |
 | NXT | 1.19M | $88.17M |
 | GLNG | 1.14M | $46.11M |
 | CDLR | 1.05M | $21.75M |
 | VIST | 966K | $33.23M |
 | INSW | 874K | $40.28M |
 | AA | 857K | $28.19M |
 | INR | 849K | $11.13M |
 | CENX | 811K | $23.82M |
 | BTU | 809K | $21.47M |
 | HP | 785K | $17.34M |
 | TRN | 750K | $21.02M |
 | CCJ | 700K | $58.70M |
 | DINO | 698K | $36.51M |
 | ORA | 639K | $61.46M |
 | TBN | 564K | $15.43M |
 | PDS | 558K | $31.40M |
 | ASPI | 500K | $4.81M |
 | FSLR | 421K | $92.85M |
Scorpio Tankers Inc.
STNG
Shares Held
1.24M
Value
$69.44M
Flowco Holdings Inc.
FLOC
Shares Held
1.23M
Value
$18.33M
Nextpower Inc.
NXT
Shares Held
1.19M
Value
$88.17M
Golar LNG Limited
GLNG
Shares Held
1.14M
Value
$46.11M
Cadeler A/S
CDLR
Shares Held
1.05M
Value
$21.75M
Vista Energy, S.A.B. de C.V.
VIST
Shares Held
966K
Value
$33.23M
International Seaways, Inc.
INSW
Shares Held
874K
Value
$40.28M
Alcoa Corporation
AA
Shares Held
857K
Value
$28.19M
Infinity Natural Resources, Inc.
INR
Shares Held
849K
Value
$11.13M
Century Aluminum Company
CENX
Shares Held
811K
Value
$23.82M
Peabody Energy Corporation
BTU
Shares Held
809K
Value
$21.47M
Helmerich & Payne, Inc.
HP
Shares Held
785K
Value
$17.34M
Trinity Industries, Inc.
TRN
Shares Held
750K
Value
$21.02M
Cameco Corporation
CCJ
Shares Held
700K
Value
$58.70M
HF Sinclair Corporation
DINO
Shares Held
698K
Value
$36.51M
Ormat Technologies, Inc.
ORA
Shares Held
639K
Value
$61.46M
Tamboran Resources Corp
TBN
Shares Held
564K
Value
$15.43M
Precision Drilling Corporation
PDS
Shares Held
558K
Value
$31.40M
ASP Isotopes Inc. Common Stock
ASPI
Shares Held
500K
Value
$4.81M
First Solar, Inc.
FSLR
Shares Held
421K
Value
$92.85M