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 | $3,338,266,387 |
| Change This QTR | +1.36% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | LNG | 1,556,100 | $441,558,936 | NEW | 13.23% | ||
| 2. | Spdr Series TrustPUT | 1,390,000 | $252,743,700 | NEW | 7.57% | ||
| 3. | SOC | 13,448,741 | $222,173,201 | -1% | 6.66% | ||
| 4. | TE | 34,968,169 | $153,510,262 | 4.6% | |||
| 5. | AESI | 9,135,182 | $119,853,588 | NEW | 3.59% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2026-05-29 | ||||
| 2026-04-08 | ||||
| 2026-03-18 | ||||
| 2026-02-27 | ||||
| 2026-02-17 |
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