EnCap Energy Capital Fund VIII, L.P.

Houston, TX

$85m in 2 US stocks at the end of 31 December 2025. The top 10 are 100.0% of the money. It changed about 5.2% of the portfolio this quarter.

Value
$85m
Stocks
2
Top 10 share
100.0%
Turnover
5.2%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

None this quarter.

Cut

Sold some of their stake.

None this quarter.

Sold out

Sold their entire stake.

None this quarter.

Holdings

  • Kimbell RTY Partners LPKRP
    Share
    62.9%
    Value
    $53m
    Shares
    4,541,914

    Held

  • Permian ResourcesPR
    Share
    37.1%
    Value
    $31m
    Shares
    2,241,560

    Held

Over time and by industry

Value over time

Jun '25
 
Dec '25

Value is down 9.7% since 30 June 2025.

Where the money is

Energy37.1%
Other62.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.