EnCap Investments L.P.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), EnCap Investments L.P. reported 3 stock positions worth $322.0 million. Its top holding was Devon Energy (DVN) at 76.0% of the portfolio, followed by Permian Resources Class A (PR, 18.1%) and Kimbell Royalty Partners (KRP, 5.9%). Compared with Q1 2026, it sold out of 1 and reduced 3. The biggest sale was Permian Resources Class A (PR, shares −75%).

Most Recent 13F
Q2 2026
Location
Houston, TX
CIK
0001290910
Portfolio Value
$322.0M (Q2 2026)
SEC Filing
0001193125-26-346429 ↗ filed Aug 12, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2026: $904.8M Q1 2026 Q2 2026: $322.0M $322.0M Q2 2026

Holdings 3 stocks · $322.0M
DVN Devon Energy Corp. 76.01% 5,924,011 $244.8M Reduce -44.2%
PR Permian Resources Corp. Class A 18.09% 3,164,536 $58.3M Reduce -74.6%
KRP Kimbell Royalty Partners LP 5.89% 1,306,178 $19.0M Reduce -76.0%

Portfolio Sells Q1 2026 → Q2 2026
PR Permian Resources Corp. Class A Reduce -74.6% 18.09% −11.29
FANG Diamondback Energy Inc. Sold out 0.00% −2.90
KRP Kimbell Royalty Partners LP Reduce -76.0% 5.89% −2.79
DVN Devon Energy Corp. Reduce -44.2% 76.01% +16.99

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$322.0MDVN, PR, KRP
Q1 2026 4$904.8MDVN, PR, KRP, FANG