ENCOMPASS CAPITAL ADVISORS LLC
ENCOMPASS CAPITAL ADVISORS LLC runs ENCOMPASS CAPITAL ADVISORS LLC and currently holds 54 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.81B. Their top holdings are SEI, AESI, NESR, CSTM, MUR. The top five represent 19.7% of reported portfolio weight. ENCOMPASS CAPITAL ADVISORS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ENCOMPASS CAPITAL ADVISORS LLC initiated 20 new positions. They added to 7 existing positions. They trimmed 18 positions. Their current best-performing preview position is FPS with returns of +90.84%.
54 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
SEI SOLARIS ENERGY INFRAS INC | 7.21% | $34.96 | $53.32 | +52.52% | Added +43.98% |
AESI ATLAS ENERGY SOLUTIONS INC | 3.86% | $13.12 | $12.57 | -4.23% | Trimmed -28.41% |
NESR NATIONAL ENERGY SERVICES REU | 3.30% | $8.84 | $33.03 | +273.64% | Trimmed -27.19% |
CSTM CONSTELLIUM SE | 2.75% | $13.68 | $27.05 | +97.73% | Trimmed -2.26% |
MUR MURPHY OIL CORP | 2.61% | $32.56 | $37.41 | +14.90% | New Buy |
PUMP PROPETRO HLDG CORP | 2.33% | $14.34 | $11.34 | -20.96% | New Buy |
BKR BAKER HUGHES COMPANY | 2.27% | $55.50 | $62.34 | +12.32% | New Buy |
OXY OCCIDENTAL PETE CORP | 1.97% | $55.09 | $61.30 | +11.26% | Added +152.11% |
PTEN PATTERSON-UTI ENERGY INC | 1.93% | $9.18 | $12.34 | +34.42% | New Buy |
VG VENTURE GLOBAL INC | 1.78% | $11.13 | $14.21 | +27.67% | New Buy |
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