0001172661-24-001444.txt : 20240214 0001172661-24-001444.hdr.sgml : 20240214 20240214160908 ACCESSION NUMBER: 0001172661-24-001444 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Encompass Capital Advisors LLC CENTRAL INDEX KEY: 0001541901 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15266 FILM NUMBER: 24638063 BUSINESS ADDRESS: STREET 1: 200 PARK AVENUE, 16TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10166 BUSINESS PHONE: 646-351-8452 MAIL ADDRESS: STREET 1: 200 PARK AVENUE, 16TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10166 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001541901 XXXXXXXX 12-31-2023 12-31-2023 false Encompass Capital Advisors LLC

200 Park Avenue, 16th Floor New York NY 10166

13F HOLDINGS REPORT 028-15266 000160113 801-73723 N Michelina Cuccia 646-351-8468 /s/ Michelina Cuccia New York NY 02-14-2024 2 57 1710134901 1 0001537466 028-15267 Encompass Capital Master Fund LP 2 0001612850 028-16638 Encompass Capital E L Master Fund L.P. INFORMATION TABLE 2 infotable.xml AEMETIS INC COM NEW 00770K202 9164508 1748952 SH DFND 1,2 1748952 0 0 ALCOA CORP COM 013872106 27410324 806186 SH DFND 1,2 806186 0 0 ALTC ACQUISITION CORP COM CL A 02156V109 29922827 2833601 SH DFND 1,2 2833601 0 0 ALTUS POWER INC COM CL A 02217A102 23736641 3475350 SH DFND 1,2 3475350 0 0 ARCH RESOURCES INC CL A 03940R107 23126394 139366 SH DFND 1,2 139366 0 0 ASPEN AEROGELS INC COM 04523Y105 31994455 2027532 SH DFND 1,2 2027532 0 0 ATLAS ENERGY SOLUTIONS INC COM NEW 642045108 21171232 1229456 SH DFND 1,2 1229456 0 0 BAKER HUGHES COMPANY CL A 05722G100 41955301 1227481 SH DFND 1,2 1227481 0 0 CADELER A S SPON ADR 12738K109 20311576 1103890 SH DFND 1,2 1103890 0 0 CHESAPEAKE ENERGY CORP COM 165167735 51532489 669775 SH DFND 1,2 669775 0 0 CHEVRON CORP NEW COM 166764100 25763064 172721 SH DFND 1,2 172721 0 0 CIVITAS RESOURCES INC COM NEW 17888H103 30614273 447708 SH DFND 1,2 447708 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 15315000 750000 SH DFND 1,2 750000 0 0 COMMERCIAL METALS CO COM 201723103 17514000 350000 SH DFND 1,2 350000 0 0 COMSTOCK RES INC COM 205768302 31030206 3506238 SH DFND 1,2 3506238 0 0 CRESCENT PT ENERGY CORP COM 22576C101 15585868 2245196 SH DFND 1,2 2245196 0 0 DARLING INGREDIENTS INC COM 237266101 12460000 250000 SH DFND 1,2 250000 0 0 ENERPLUS CORP COM 292766102 34932126 2276952 SH DFND 1,2 2276952 0 0 FLUENCE ENERGY INC COM CL A 34379V103 34111105 1430235 SH DFND 1,2 1430235 0 0 FREYR BATTERY INC SHS L4135L100 25176311 13463268 SH DFND 1,2 13463268 0 0 FREYR BATTERY INC *W EXP 09/01/202 L4135L118 71093 355465 SH DFND 1,2 355465 0 0 GOLDEN OCEAN GROUP LTD SHS NEW G39637205 16966042 1738324 SH DFND 1,2 1738324 0 0 GREENFIRE RES LTD NEW COM SHS 39525U107 14857871 3057175 SH DFND 1,2 3057175 0 0 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 17234708 1676528 SH DFND 1,2 1676528 0 0 HF SINCLAIR CORP COM 403949100 15003900 270000 SH DFND 1,2 270000 0 0 HUDBAY MINERALS INC COM 443628102 25719986 4670700 SH DFND 1,2 4670700 0 0 ITRON INC COM 465741106 24940349 330292 SH DFND 1,2 330292 0 0 KIRBY CORP COM 497266106 52711092 671650 SH DFND 1,2 671650 0 0 KODIAK GAS SVCS INC COM 50012A108 21426725 1067068 SH DFND 1,2 1067068 0 0 KOSMOS ENERGY LTD COM 500688106 50017803 7454218 SH DFND 1,2 7454218 0 0 MARATHON OIL CORP COM 565849106 42602464 1763347 SH DFND 1,2 1763347 0 0 MATSON INC COM 57686G105 20266684 184915 SH DFND 1,2 184915 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 139872769 3707203 SH DFND 1,2 3707203 0 0 NEXGEN ENERGY LTD COM 65340P106 14077880 2010464 SH DFND 1,2 2010464 0 0 NEXTRACKER INC CLASS A COM 65290E101 46238420 986946 SH DFND 1,2 986946 0 0 OPAL FUELS INC CLASS A COM 68347P103 15132362 2741370 SH DFND 1,2 2741370 0 0 PRECISION DRILLING CORP COM NEW 74022D407 36725990 675649 SH DFND 1,2 675649 0 0 PROFRAC HLDG CORP CLASS A COM 74319N100 27000634 3184037 SH DFND 1,2 3184037 0 0 PROPETRO HLDG CORP COM 74347M108 12506312 1492400 SH DFND 1,2 1492400 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 10325560 2549521 SH DFND 1,2 2549521 0 0 QUANTA SVCS INC COM 74762E102 42966427 199103 SH DFND 1,2 199103 0 0 RANGER ENERGY SVCS INC COM CL A 75282U104 15494767 1514640 SH DFND 1,2 1514640 0 0 RIO TINTO PLC SPONSORED ADR 767204100 18615000 250000 SH DFND 1,2 250000 0 0 SCORPIO TANKERS INC SHS Y7542C130 16651965 273881 SH DFND 1,2 273881 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 105713274 6802656 SH DFND 1,2 6802656 0 0 SITIO ROYALTIES CORP CLASS A COM 82983N108 11208440 476752 SH DFND 1,2 476752 0 0 SOUTHWESTERN ENERGY CO COM 845467109 62562109 9551467 SH DFND 1,2 9551467 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 19134000 900000 SH DFND 1,2 900000 0 0 SUNCOR ENERGY INC NEW COM 867224107 43835681 1367064 SH DFND 1,2 1367064 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 7062107 463089 SH DFND 1,2 463089 0 0 TEEKAY TANKERS LTD CL A Y8565N300 12430937 248768 SH DFND 1,2 248768 0 0 TENARIS S A SPONSORED ADS 88031M109 17380000 500000 SH DFND 1,2 500000 0 0 TIDEWATER INC NEW COM 88642R109 84705742 1174674 SH DFND 1,2 1174674 0 0 URANIUM ENERGY CORP COM 916896103 10705850 1672789 SH DFND 1,2 1672789 0 0 VALE S A SPONSORED ADS 91912E105 76521074 4824784 SH DFND 1,2 4824784 0 0 VERMILION ENERGY INC COM 923725105 18094950 1500000 SH DFND 1,2 1500000 0 0 ZIM INTEGRATED SHIPPING SERV SHS M9T951109 20526234 2079659 SH DFND 1,2 2079659 0 0