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 | $2,739,302,382 |
| Change This QTR | +1.05% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | Nextracker Inc | 2,919,777 | $158,748,275 | +12% | 5.8% | ||
| 2. | KEX | 1,225,338 | $138,965,583 | +33% | 5.07% | ||
| 3. | Sable Offshore Corp | 4,952,023 | $108,845,466 | +84% | 3.97% | ||
| 4. | ENPH | 2,709,700 | $107,439,605 | NEW | 3.92% | ||
| 5. | FLR | 2,091,170 | $107,214,286 | NEW | 3.91% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2025-08-15 | ||||
| 2025-08-14 | ||||
| 2025-08-14 | ||||
| 2025-07-24 | ||||
| 2025-05-15 |
