DOSSIER · 13F-HR · Q4 2025

Encompass Capital Advisors LLC

Encompass's holding co. based in Boston, MA $2.5B in tracked AUM across 50 positions as of Q4 2025.

E
Encompass·Boston, MA·Holding Co.
CIK 0001541901 · last filed Dec 31, 2025
Total AUM
$2.5B
1.0%
vs prior
Holdings
50
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Portfolio Overview

Encompass Capital Advisors LLC has reported a significant portfolio contraction for the quarter ended September 30, 2025. The total portfolio value decreased by 30.4%, dropping from $2.74 billion to $1.91 billion. This reduction is attributable to a combination of market depreciation and a substantial reduction in the number of holdings, which fell from 65 (implied by exits and current count) to 34. The firm currently maintains a concentrated portfolio, with the top 10 po...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
TE
T1 ENERGY INC
$234M35.0M9.5%
02
OXY
OCCIDENTAL PETE CORP
$229M5.6M9.3%
03
UAL
UNITED AIRLS HLDGS INC
$130M1.2M5.3%
04
SOC
SABLE OFFSHORE CORP
$122M13.5M5.0%
05
SEI
SOLARIS ENERGY INFRAS INC
$118M2.6M4.8%
06
FANG
DIAMONDBACK ENERGY INC
$112M746K4.6%
07
G6375R107
NATIONAL ENERGY SERVICES REU
$111M7.1M4.5%
08
F21107101
CONSTELLIUM SE
$88M4.7M3.6%
09
KEX
KIRBY CORP
$72M650K2.9%
10
HP
HELMERICH & PAYNE INC
$60M2.1M2.4%

Filing history

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