EnCap Energy Capital Fund VIII, L.P.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), EnCap Energy Capital Fund VIII, L.P. reported 3 stock positions worth $170.0 million. Its top holding was Kimbell Royalty Partners (KRP) at 43.4% of the portfolio, followed by Expand Energy (EXE, 37.7%) and Permian Resources Class A (PR, 19.0%). Compared with Q3 2024, it opened 1 new position and sold out of 1. The biggest buy was a new position in Expand Energy (EXE) and the biggest sale an exit from Southwestern Energy (SWN).

Most Recent 13F
Q4 2025
Location
Houston, TX
CIK
0001504103
Portfolio Value
$170.0M (Q4 2024)
SEC Filing
0000950123-25-002664 ↗ filed Feb 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $173.6M Q1 2024 Q2 2024: $160.5M Q2 2024 Q3 2024: $156.4M Q3 2024 Q4 2024: $170.0M $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 · $170.0M

KRP Kimbell Royalty Partners LP 43.36% 4,541,914 $73.7M No change
EXE Expand Energy Corp. 37.69% 643,621 $64.1M New
PR Permian Resources Corp. Class A 18.96% 2,241,560 $32.2M No change

Portfolio Sells Q3 2024 → Q4 2024

SWN Southwestern Energy Co. Sold out 0.00% −33.75

Portfolio Buys Q3 2024 → Q4 2024

EXE Expand Energy Corp. New 37.69% +37.69

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