Encompass Capital Advisors LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.3 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kirby Corp with a value of $116M, National Energy Services Reunited Corp. with a value of $94.5M, First Solar, Inc. with a value of $92.8M, Uranium Energy Corp with a value of $90.3M, and Shoals Technologies Group, Inc. with a value of $87.9M.

Examining the 13F form we can see an increase of $90.2M in the current position value, from $2.21B to 2.3B.

Encompass Capital Advisors LLC is based out at New York, NY

Below you can find more details about Encompass Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.3 Billion
Energy: $1.04 Billion
ETFs: $597 Million
Industrials: $263 Million
Technology: $181 Million
Basic Materials: $135 Million
Utilities: $84.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $2.3 Billion
  • Prior Value $2.21 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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