EnCap Investments L.P. holds a concentrated book of 4 stocks worth $904.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Devon Energy Corp at 59% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1290910/holdings"
Use Arkolith to show EnCap Investments L.P.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Devon Energy Corp New COM | $534.0M | 10.61M | 59.0% | ▲New New position | |
| 2 | Permian Resources Corp CLASS A COM | $265.9M | 12.47M | 29.4% | ▲New New position | |
| 3 | Kimbell RTY Partners LP UNIT | $78.6M | 5.43M | 8.7% | ▲New New position | |
| 4 | Diamondback Energy, Inc. COM | $26.3M | 132.8K | 2.9% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 4 | $904.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.