0001172661-23-002318.txt : 20230515 0001172661-23-002318.hdr.sgml : 20230515 20230515162449 ACCESSION NUMBER: 0001172661-23-002318 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Encompass Capital Advisors LLC CENTRAL INDEX KEY: 0001541901 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: 23922947 BUSINESS ADDRESS: STREET 1: 200 PARK AVENUE, 11TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10166 BUSINESS PHONE: 646-351-8452 MAIL ADDRESS: STREET 1: 200 PARK AVENUE, 11TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10166 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001541901 XXXXXXXX 03-31-2023 03-31-2023 false Encompass Capital Advisors LLC

200 Park Avenue, 11th Floor New York NY 10166

13F HOLDINGS REPORT 028-15266 000160113 801-73723 N Larry Kassman 646-351-8452 /s/ Larry Kassman New York NY 05-15-2023 2 56 2024718497 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 4200917 1810740 SH DFND 1,2 1810740 0 0 ALTUS POWER INC COM CL A 02217A102 6443094 1175747 SH DFND 1,2 1175747 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 30887518 1025482 SH DFND 1,2 1025482 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 66404137 3034924 SH DFND 1,2 3034924 0 0 ASPEN AEROGELS INC COM 04523Y105 14421390 1935757 SH DFND 1,2 1935757 0 0 ATLAS ENERGY SOLUTIONS INC COM CLASS A 04930R107 22139000 1300000 SH DFND 1,2 1300000 0 0 BARRICK GOLD CORP COM 067901108 24141000 1300000 SH DFND 1,2 1300000 0 0 BLOOM ENERGY CORP COM CL A 093712107 33541313 1682956 SH DFND 1,2 1682956 0 0 BORR DRILLING LTD SHS G1466R173 19047509 2512864 SH DFND 1,2 2512864 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 35703129 927354 SH DFND 1,2 927354 0 0 CANADIAN NAT RES LTD COM 136385101 65054175 1177177 SH DFND 1,2 1177177 0 0 CANADIAN NATL RY CO COM 136375102 49005784 415890 SH DFND 1,2 415890 0 0 CONOCOPHILLIPS COM 20825C104 19842000 200000 SH DFND 1,2 200000 0 0 CONSOL ENERGY INC NEW COM 20854L108 16606950 285000 SH DFND 1,2 285000 0 0 CVR ENERGY INC COM 12662P108 5431679 165701 SH DFND 1,2 165701 0 0 ENERPLUS CORP COM 292766102 69770153 4847199 SH DFND 1,2 4847199 0 0 ENETI INC COM Y2294C107 13544223 1448580 SH DFND 1,2 1448580 0 0 EURONAV NV SHS B38564108 14562823 867351 SH DFND 1,2 867351 0 0 EXPRO GROUP HOLDINGS NV COM N3144W105 4139794 225479 SH DFND 1,2 225479 0 0 FLEX LTD ORD Y2573F102 36234307 1574720 SH DFND 1,2 1574720 0 0 FREYR BATTERY SHS L4135L100 58723784 6605600 SH DFND 1,2 6605600 0 0 FREYR BATTERY *W EXP 09/01/202 L4135L118 21609139 7555643 SH DFND 1,2 7555643 0 0 GOLDEN OCEAN GROUP LTD SHS NEW G39637205 9578386 1006133 SH DFND 1,2 1006133 0 0 HESAI GROUP SPONSORED ADS 428050108 1101186 71182 SH DFND 1,2 71182 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 347880000 1950000 SH Put DFND 1,2 1950000 0 0 KIRBY CORP COM 497266106 14451528 207339 SH DFND 1,2 207339 0 0 KOSMOS ENERGY LTD COM 500688106 56081440 7537828 SH DFND 1,2 7537828 0 0 MARATHON OIL CORP COM 565849106 48785339 2036116 SH DFND 1,2 2036116 0 0 MASTEC INC COM 576323109 19185580 203151 SH DFND 1,2 203151 0 0 MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102 9285099 349853 SH DFND 1,2 349853 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 21832535 4150672 SH DFND 1,2 4150672 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 29430000 1000000 SH Call DFND 1,2 1000000 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 116804874 3968905 SH DFND 1,2 3968905 0 0 NEXTRACKER INC CLASS A COM 65290E101 36745666 1013394 SH DFND 1,2 1013394 0 0 OPAL FUELS INC CLASS A COM 68347P103 12466039 1797429 SH DFND 1,2 1797429 0 0 OVINTIV INC COM 69047Q102 11602534 321578 SH DFND 1,2 321578 0 0 PAR PAC HOLDINGS INC COM NEW 69888T207 18032226 617542 SH DFND 1,2 617542 0 0 PDC ENERGY INC COM 69327R101 51539685 803049 SH DFND 1,2 803049 0 0 PRECISION DRILLING CORP COM NEW 74022D407 29623926 577272 SH DFND 1,2 577272 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 3363374 480482 SH DFND 1,2 480482 0 0 RAMACO RES INC COM 75134P303 4541414 515484 SH DFND 1,2 515484 0 0 RANGER ENERGY SVCS INC COM CL A 75282U104 15951833 1565440 SH DFND 1,2 1565440 0 0 RIO TINTO PLC SPONSORED ADR 767204100 132842802 1936484 SH DFND 1,2 1936484 0 0 ROTH CH ACQUISITION IV CO COM 77867P104 4483656 429469 SH DFND 1,2 429469 0 0 SHELL PLC SPON ADS 780259305 52522339 912797 SH DFND 1,2 912797 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 99641686 4372167 SH DFND 1,2 4372167 0 0 SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103 2269249 265720 SH DFND 1,2 265720 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 9662484 457504 SH DFND 1,2 457504 0 0 STEM INC COM 85859N102 12523981 2208815 SH DFND 1,2 2208815 0 0 SUNCOR ENERGY INC NEW COM 867224107 55954273 1804712 SH DFND 1,2 1804712 0 0 TECHNIPFMC PLC COM G87110105 36020698 2638879 SH DFND 1,2 2638879 0 0 TIDEWATER INC NEW COM 88642R109 63417367 1438688 SH DFND 1,2 1438688 0 0 TORM PLC SHS CL A G89479102 11441926 370347 SH DFND 1,2 370347 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 14801060 250653 SH DFND 1,2 250653 0 0 VERMILION ENERGY INC COM 923725105 28251777 2181092 SH DFND 1,2 2181092 0 0 WARRIOR MET COAL INC COM 93627C101 11148717 303697 SH DFND 1,2 303697 0 0