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 | $2,612,365,571 |
| Change This QTR | +0.98% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | Nextracker Inc | 2,630,114 | $110,833,004 | +73% | 4.24% | ||
| 2. | EXE | 867,599 | $96,581,121 | -15% | 3.7% | ||
| 3. | KEX | 925,357 | $93,470,311 | +33% | 3.58% | ||
| 4. | GLNG | 2,276,083 | $86,468,393 | +74% | 3.31% | ||
| 5. | FSLR | 650,000 | $82,179,500 | +98% | 3.15% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2025-05-15 | ||||
| 2025-05-15 | ||||
| 2025-05-15 | ||||
| 2025-05-15 | ||||
| 2025-04-30 |
