Fund Update: Encompass Capital Advisors LLC Just Disclosed New Holdings

Encompass Capital Advisors LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 3,033,974 shares of $UEC (~$12,230,520). This was a increase of ~255.07% from their previous position.
• An increase of 2,964,900 shares of $NXE (~$10,803,259). This was a increase of ~249.53% from their previous position.
• A decrease of 686,583 shares of $AA (~$27,896,865). This was a increase of ~-71.86% from their previous position.
• A decrease of 553,887 shares of $SLB (~$19,329,039). This was a increase of ~-50.12% from their previous position.
• An increase of 320,282 shares of $FSLR (~$24,070,000). This was a increase of ~97.14% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Encompass Capital Advisors LLC for more details.