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 | $2,661,600,089 |
| Change This QTR | +1.30% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | Exxon Mobil CorpCALL | XOM | 2,740,400 | $294,784,828 | NEW | 11.07% | |
| 2. | EXE | 1,013,482 | $100,892,133 | +239% | 3.79% | ||
| 3. | NFE | 5,791,122 | $87,561,765 | -11% | 3.28% | ||
| 4. | TDW | 1,582,328 | $86,569,165 | +18% | 3.25% | ||
| 5. | NESR | 8,829,032 | $79,108,127 | NEW | 2.97% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2024-11-20 | ||||
| 2024-04-22 | ||||
| 2024-04-04 | ||||
| 2024-02-14 | ||||
| 2024-02-14 |
