Encompass Capital Advisors is a New York-based hedge fund management firm founded in February 2012 by Todd Kantor, formerly a portfolio manager at PioneerPath Capital. Specializing in a global, long/short hedged strategy, Encompass focuses on investments primarily within the energy and energy-related equities sectors. The firm distinguishes itself through a rigorous, sustainable idea-generation process that employs detailed bottom-up fundamental research.
Mr. Todd J. Kantor serves as an Independent Director at FREYR Battery, Inc. and is a Managing Member at Encompass Capital Advisors LLC. He holds a seat on the Board of Directors at FREYR Battery, Inc. Previously, Mr. Kantor held positions as a Portfolio Manager at PioneerPath Capital and an Analyst at Touradji Capital Management LP. He earned his undergraduate degree from Emory University.
Encompass Capital Advisors manages discretionary assets totaling $3,825,564,528 for its 10 clients as reported in their Form ADV dated March 2024. In their Q1 2024 13F filing, they disclosed managing $1,843,206,906 in 13F securities, with a top 10 holdings concentration of 42.54%. Notably, their largest holding is in New Fortress Energy LLC, with 4,401,568 shares held.
| Fund Name: | Encompass Capital Advisors |
| Manager | Todd J. Kantor |
| Portfolio Value | $1,849,478,464 |
| Change This QTR | +1.00% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | KEX | 887,384 | $106,246,486 | +34% | 5.74% | ||
| 2. | NFE | 4,797,308 | $105,444,830 | +9% | 5.7% | ||
| 3. | SLB | 1,962,567 | $92,593,911 | +27% | 5% | ||
| 4. | TDW | 770,063 | $73,317,698 | -23% | 3.96% | ||
| 5. | PBR | 5,050,000 | $73,174,500 | NEW | 3.95% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2024-04-22 | ||||
| 2024-04-04 | ||||
| 2024-02-14 | ||||
| 2024-02-14 | ||||
| 2024-02-14 |
