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 | $2,841,155,996 |
| Change This QTR | +1.04% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | Ark Etf Tr - INNOVATION ETFPUT | 6,922,500 | $597,411,750 | NEW | 21.03% | ||
| 2. | SOC | 7,171,916 | $125,221,653 | +45% | 4.41% | ||
| 3. | SEI | 2,919,586 | $116,695,852 | -20% | 4.11% | ||
| 4. | KEX | 1,386,324 | $115,688,738 | +14% | 4.07% | ||
| 5. | NESR | 9,205,887 | $94,452,401 | 3.32% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2025-11-14 | ||||
| 2025-11-14 | ||||
| 2025-11-14 | ||||
| 2025-11-04 | ||||
| 2025-10-29 |
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