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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Encompass Capital Advisors
Value
$2.5B
Stocks
49 Stocks (3 new)
Turnover
34.0%
Top Holdings
NESR(49.30%) NESRW(49.30%) ENZL(0.26%) TE.WS(0.18%) SEI(0.11%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| NESR | None | National Energy Services Reunited Corp. | Energy | $92859.0M | 0 | 49.3% | 0 | +100.0% |
| NESRW | None | NATIONAL ENERGY SERVICES REU | General | $92859.0M | 0 | 49.3% | 0 | +99900.0% |
| ENZL | None | ISHARES TR | Industrials | $492.8M | 0 | 0.3% | 0 | No Change |
| TE.WS | None | T1 ENERGY INC | General | $331.5M | 0 | 0.2% | 0 | No Change |
| SEI | None | Solaris Energy Infrastructure Inc | Energy | $202.7M | 0 | 0.1% | 0 | No Change |
| AESI | None | Atlas Energy | Energy | $108.6M | 0 | 0.1% | 0 | No Change |
| CSTM | None | Constellium | Materials | $77.2M | 0 | 0.0% | 0 | No Change |
| MUR | None | Murphy Oil Corp. | Energy | $73.3M | 0 | 0.0% | 0 | No Change |
| PUMP | None | PROPETRO HLDG CORP | General | $65.6M | 0 | 0.0% | 0 | No Change |
| BKR | None | Baker Hughes a GE Co | Energy | $63.8M | 0 | 0.0% | 0 | No Change |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Energy | 15 | $93599.5M | 49.7% |
| General | 14 | $93591.2M | 49.7% |
| Industrials | 15 | $961.1M | 0.5% |
| Materials | 3 | $166.6M | 0.1% |
| Information Technology | 1 | $33.4M | 0.0% |
| Utilities | 1 | $18.3M | 0.0% |