Encompass Capital Advisors’s Atlas Energy Solutions AESI Stock Holding History

Encompass Capital Advisors’s Portfolio AESI Stock Details AESI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$120M	Buy	+9,135,182	New	+$107M	3.59%	5
2025 Q3	–	Sell	-373,148	Closed	-$4.99M	–	57
2025 Q2	$4.99M	Sell	373,148 -2,071,608	-85%	-$28.3M	0.18%	62
2025 Q1	$43.6M	Buy	+2,444,756	New	+$50.8M	1.67%	24
2024 Q2	–	Sell	-1,227,599	Closed	-$27.8M	–	60
2024 Q1	$27.8M	Sell	1,227,599 -1,857	-0.2%	-$34.6K	1.51%	27
2023 Q4	$21.2M	Buy	1,229,456 +5,554	+0.5%	+$102K	1.24%	30
2023 Q3	$27.2M	Sell	1,223,902 -147,053	-11%	-$3.08M	1.7%	28
2023 Q2	$23.8M	Buy	1,370,955 +70,955	+5%	+$1.24M	1.39%	29
2023 Q1	$22.1M	Buy	+1,300,000	New	+$21.3M	1.09%	26

Other funds holding AESI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Encompass Capital Advisors's AESI Position: Q1 2026 in Review

Encompass Capital Advisors opened a new position in Atlas Energy Solutions (AESI) in Q1 2026: 9,135,182 shares worth $120M. The stake represents 3.59% of the portfolio and ranks #5 among its holdings. This is a return to the name: Encompass Capital Advisors previously reported a position in AESI as recently as Q2 2025.

Encompass Capital Advisors first reported a position in AESI in Q1 2023 and has held it in 8 quarters since. 241 funds tracked by Wall St. Rank hold AESI as of Q1 2026.

Encompass Capital Advisors held 9,135,182 shares of Atlas Energy Solutions worth $120M as of Q1 2026.
Atlas Energy Solutions was a new Encompass Capital Advisors position in Q1 2026.
Atlas Energy Solutions made up 3.59% of Encompass Capital Advisors's portfolio in Q1 2026, its #5 holding.
Encompass Capital Advisors first reported a position in Atlas Energy Solutions in Q1 2023 and has held it in 8 quarters since.
241 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2026.

Based on Encompass Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.