Vault-13

EnCap Investments L.P.

Houston, TX · CIK 1290910 · 13F filing filed 2026-08-12

Exempt reporting adviser since 2012 · limited partnership

As an employer

$322.0m reported value -64.4% vs Q1 2026
3positions
100.0%in top 10
0 new 0 added 3 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 DEVON ENERGY CORP NEW COM DVN DVN 5,924,011 $244.8m76.01% 76.01% ReducedShares held: Q3 2025 —, Q4 2025 —, Q1 2026 10.6m, Q2 2026 5.9m -4.7m -4,688,882 -44.2%
2 PERMIAN RESOURCES CORP CLASS A COM PR PR 3,164,536 $58.3m18.09% 18.09% ReducedShares held: Q3 2025 —, Q4 2025 —, Q1 2026 12.5m, Q2 2026 3.2m -9.3m -9,305,061 -74.6%
3 KIMBELL RTY PARTNERS LP UNIT KRP KRP 1,306,178 $19.0m5.89% 5.89% ReducedShares held: Q3 2025 —, Q4 2025 —, Q1 2026 5.4m, Q2 2026 1.3m -4.1m -4,126,046 -76.0%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
DIAMONDBACK ENERGY INC FANG FANG 132,809 $26.3m132.8k shares