EnCap Energy Capital Fund VIII, L.P.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), EnCap Energy Capital Fund VIII, L.P. reported 3 stock positions worth $173.6 million. Its top holding was Kimbell Royalty Partners (KRP) at 40.6% of the portfolio, followed by Southwestern Energy (SWN, 32.4%) and Permian Resources Class A (PR, 27.0%). Compared with Q4 2023, it reduced 1. The biggest sale was Permian Resources Class A (PR, shares −12%).

Most Recent 13F
Q4 2025
Location
Houston, TX
CIK
0001504103
Portfolio Value
$173.6M (Q1 2024)
SEC Filing
0000950123-24-004040 ↗ filed May 8, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $173.6M $173.6M Q1 2024 Q2 2024: $160.5M Q2 2024 Q3 2024: $156.4M Q3 2024 Q4 2024: $170.0M Q4 2024 Q1 2025: $94.6M Q1 2025 Q2 2025: $93.9M Q2 2025 Q3 2025: $90.0M Q3 2025 Q4 2025: $84.9M Q4 2025

Holdings 3 stocks · $173.6M
KRP Kimbell Royalty Partners LP 40.61% 4,541,914 $70.5M No change
SWN Southwestern Energy Co. 32.41% 7,423,544 $56.3M No change
PR Permian Resources Corp. Class A 26.98% 2,652,228 $46.8M Reduce -12.2%

Portfolio Sells Q4 2023 → Q1 2024
PR Permian Resources Corp. Class A Reduce -12.2% 26.98% +0.98

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 2$84.9MKRP, PR
Q3 2025 2$90.0MKRP, PR
Q2 2025 2$93.9MKRP, PR
Q1 2025 2$94.6MKRP, PR
Q4 2024 3$170.0MKRP, EXE, PR
Q3 2024 3$156.4MKRP, SWN, PR
Q2 2024 3$160.5MKRP, SWN, PR
Q1 2024 3$173.6MKRP, SWN, PR