Encompass Capital Advisors LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.1B

Holdings

56

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (56 positions)

#StockSharesValue% PortfolioType
1
KEXKIRBY CORP
932,827$114.2T5561570.21%
2
TDWTIDEWATER INC NEW
1,344,158$96.5T4699187.14%
3
CEGCONSTELLATION ENERGY CORP
351,273$91.3T4447950.92%
4
PBRPETROLEO BRASILEIRO SA PETRO
5,970,170$86.0T4189470.58%
5
AAALCOA CORP
2,148,890$82.9T4037242.83%
6
COPCONOCOPHILLIPS
769,340$81.0T3944324.65%
7
VSTVISTRA CORP
613,972$72.8T3544230.47%
8
CEIXEURCONSOL ENERGY INC NEW
634,064$66.4T3231326.16%
9
BKRBAKER HUGHES COMPANY
1,806,686$65.3T3180529.64%
10
TRNTRINITY INDS INC
1,707,044$59.5T2896218.53%
11
NFENEW FORTRESS ENERGY INC
6,506,544$59.1T2880200.49%
12
OKLOOKLO INC
6,458,669$52.3T2544485.69%
13
016VEREN INC
8,177,953$50.4T2453427.37%
14
GEVGE VERNOVA INC
190,946$48.7T2370965.02%
15
CIVICIVITAS RESOURCES INC
937,523$47.5T2313349.74%
16
ASPNASPEN AEROGELS INC
1,703,151$47.2T2296595.84%
17
SLBSCHLUMBERGER LTD
1,113,631$46.7T2275001.77%
18
WABWABTEC
225,000$40.9T1991650.78%
19
GBXGREENBRIER COS INC
736,896$37.5T1826194.83%
20
SWN1EURSOUTHWESTERN ENERGY CO
5,193,245$36.9T1798112.57%
21
SEISOLARIS ENERGY INFRAS INC
2,880,124$36.8T1789659.14%
22
VISTVISTA ENERGY S.A.B. DE C.V.
823,451$36.4T1771625.55%
23
OVVOVINTIV INC
918,499$35.2T1713559.97%
24
PDSPRECISION DRILLING CORP
562,687$34.7T1687886.88%
25
XPROEXPRO GROUP HOLDINGS NV
1,935,798$33.2T1618597.26%
26
GFRGREENFIRE RES LTD NEW
4,367,292$32.5T1584444.25%
27
NEXTNEXTDECADE CORP
6,341,659$29.9T1454562.07%
28
YPFYPF SOCIEDAD ANONIMA
1,371,953$29.1T1417060.41%
29
CDLRCADELER A S
1,016,493$28.6T1394934.61%
30
ENPHENPHASE ENERGY INC
249,805$28.2T1374880.31%
31
CRKCOMSTOCK RES INC
2,494,709$27.8T1352145.79%
32
FLNCFLUENCE ENERGY INC
1,208,531$27.4T1336544.41%
33
CTVHELIX ENERGY SOLUTIONS GRP I
2,468,531$27.4T1334350.82%
34
CSTMCONSTELLIUM SE
1,655,680$26.9T1311008.21%
35
SHLSSHOALS TECHNOLOGIES GROUP IN
4,726,603$26.5T1291280.09%
36
SBLKSTAR BULK CARRIERS CORP.
1,092,991$25.9T1260927.50%
37
EXECHESAPEAKE ENERGY CORP
299,372$24.6T1199100.41%
38
NVGSNAVIGATOR HLDGS LTD
1,349,563$21.7T1056130.29%
39
AMPSUSDALTUS POWER INC
6,691,274$21.3T1036201.92%
40
TALOTALOS ENERGY INC
1,814,703$18.8T914648.80%
41
RNGRRANGER ENERGY SVCS INC
1,513,678$18.0T877917.54%
42
ABXBARRICK GOLD CORP
900,000$17.9T871737.56%
43
NPWRNET POWER INC
2,513,525$17.6T858044.25%
44
HAFNHAFNIA LTD
2,305,000$16.4T798787.09%
45
HBMHUDBAY MINERALS INC
1,749,972$16.1T784034.31%
46
USX1UNITED STATES STL CORP NEW
451,464$16.0T776739.20%
47
FSLRFIRST SOLAR INC
60,445$15.1T734234.78%
48
DKDELEK US HLDGS INC NEW
800,000$15.0T730465.53%
49
SOCSABLE OFFSHORE CORP
611,505$14.4T703675.12%
50
TEFREYR BATTERY INC
13,463,268$13.1T636026.85%
51
PRIMPRIMORIS SVCS CORP
224,729$13.1T635615.06%
52
PARRPAR PAC HOLDINGS INC
683,817$12.0T586085.56%
53
JBHTHUNT J B TRANS SVCS INC
54,091$9.3T453935.72%
54
XPOXPO INC
16,724$1.8T87558.32%
55
GOGLGOLDEN OCEAN GROUP LTD
126,836$1.7T82643.21%
56
TE/WSFREYR BATTERY INC
355,465$19.8B962.46%