EnCap Investments L.P.

Portfolio Overview

EnCap Investments L.P. disclosed 4 positions worth $904.8M in its Form 13F-HR for Q1 2026, led by $DVN (DEVON ENERGY CORP/DE) at 59.0% of the equity portfolio, followed by $PR and $KRP. During the quarter the fund opened 4 new positions and exited 0 — including a new stake in $DVN. The portfolio is most concentrated in Energy (100.0% of disclosed assets). All figures are sourced directly from EnCap Investments L.P.’s Form 13F-HR filing with the SEC under CIK 1290910.

• 

  DEVON ENERGY CORP/DE

  $DVN

  70.2#326

  Quality

  $534.0M10,612,893 sh
• 

  Permian Resources Corp

  $PR

  75.6#120

  Quality

  $265.9M12,469,597 sh
• 

  Kimbell Royalty Partners, LP

  $KRP

  68.1#430

  Quality

  $78.6M5,432,224 sh
• 

  Diamondback Energy, Inc.

  $FANG

  81.4

  Quality

  $26.3M132,809 sh

Company	Quality	Value	Shares
DEVON ENERGY CORP/DE$DVN	70.2#326	$534.0M	10,612,893
Permian Resources Corp$PR	75.6#120	$265.9M	12,469,597
Kimbell Royalty Partners, LP$KRP	68.1#430	$78.6M	5,432,224
Diamondback Energy, Inc.$FANG	81.4	$26.3M	132,809

Showing top 4 of 4 holdings.

Full Holdings — EnCap Investments L.P. (Q1 2026)

All 4 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$DVN	DEVON ENERGY CORP/DE	$534.0M	59.0%	NEW	70.2
2	$PR	Permian Resources Corp	$265.9M	29.4%	NEW	75.6
3	$KRP	Kimbell Royalty Partners, LP	$78.6M	8.7%	NEW	68.1
4	$FANG	Diamondback Energy, Inc.	$26.3M	2.9%	NEW	81.4