Encompass entities, Todd Kantor report AESI holdings (AESI)

Rhea-AI Filing Summary

Atlas Energy Solutions Inc. ownership disclosure: Encompass Capital Advisors LLC, Encompass Capital Partners LLC and Todd J. Kantor reported shared beneficial ownership positions in Common Stock via an amended Schedule 13G filed May 15, 2026.

The filing lists Encompass Capital Advisors LLC beneficially owning 9,135,182 shares (7.36%), Todd J. Kantor holding 9,132,182 shares (7.36%), and Encompass Capital Partners LLC holding 7,218,336 shares (5.81%). Each entity reports shared voting and dispositive power for the listed shares. The filing is executed under a joint filing agreement dated May 15, 2026.

Insights

Institutional Ownership Analyst

13G/A reports passive/shared holdings by Encompass entities and Todd Kantor.

The amended Schedule 13G shows Encompass Capital Advisors LLC with 9,135,182 shares (7.36%), Encompass Capital Partners LLC with 7,218,336 shares (5.81%), and Todd J. Kantor with 9,132,182 shares (7.36%). All three report shared voting and dispositive power for their respective amounts.

These positions are presented as beneficial ownership under a joint filing agreement dated May 15, 2026; cash‑flow treatment and plans for disposition are not included in the excerpt. Subsequent amendments or filings would show any change in status or intent.

Governance & Compliance Specialist

Filing reflects coordinated reporting under Rule 13d-1(k).

The document is signed by Todd J. Kantor as Managing Member and includes a joint filing agreement making the Schedule 13G/A effective for all filers as of May 15, 2026. Each filer discloses zero sole voting or dispositive power and reports only shared powers.

For governance review, note the exact share counts and percentages disclosed here when reconciling ownership tables or monitoring potential future Schedule 13D/13G updates.

Key Figures

Filing date / agreement date: May 15, 2026 Encompass Capital Advisors holdings: 9,135,182 shares Encompass Capital Advisors percent: 7.36% +3 more

6 metrics

Filing date / agreement date May 15, 2026 Joint filing agreement and amendment signature date

Encompass Capital Advisors holdings 9,135,182 shares Beneficially owned, Schedule 13G/A

Encompass Capital Advisors percent 7.36% Percent of class reported on Schedule 13G/A

Todd J. Kantor holdings 9,132,182 shares Beneficially owned, Schedule 13G/A

Encompass Capital Partners holdings 7,218,336 shares Beneficially owned, Schedule 13G/A

Encompass Capital Partners percent 5.81% Percent of class reported on Schedule 13G/A

Key Terms

Schedule 13G/A, beneficially owned, shared voting power, Rule 13d-1(k)

4 terms

Schedule 13G/A regulatory

"amended Schedule 13G filed May 15, 2026"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficially owned financial

"Amount beneficially owned: Encompass Capital Advisors LLC 9,135,182"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power governance

"Shared Voting Power 9,135,182.00 reported for Encompass Capital Advisors"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

Rule 13d-1(k) regulatory

"filed on behalf of each of us pursuant to and in accordance with Rule 13d-1(k)"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/15/2026 - 04:35 PM Learn about SEC filing dates

FAQ

What shares did Encompass report for AESI in the Schedule 13G/A?

Encompass Capital Advisors LLC reported 9,135,182 shares (7.36%) of AESI common stock. The filing also shows related holdings by Todd J. Kantor and Encompass Capital Partners LLC with disclosed share counts and percentages dated May 15, 2026.

Does the filing show who has sole voting power for AESI shares?

No party reports sole voting power; each filer lists 0 shares of sole voting power. The entities and Todd J. Kantor each report shared voting power for the disclosed share amounts in the Schedule 13G/A.

When was the joint filing agreement for these AESI holdings signed?

The joint filing agreement accompanying the Schedule 13G/A is dated May 15, 2026. Signatures show Todd J. Kantor executed the agreement on behalf of the Encompass entities on that date.

What percent of AESI does Encompass Capital Partners LLC own according to the filing?

Encompass Capital Partners LLC reports beneficial ownership of 7,218,336 shares (5.81%) of AESI common stock, with shared voting and dispositive power noted in the amended Schedule 13G filed May 15, 2026.

Are the reported AESI holdings attributed to an individual or entities?

Holdings are reported for both entities and an individual: Encompass Capital Advisors LLC, Encompass Capital Partners LLC, and Todd J. Kantor. The filing describes joint filing treatment under Rule 13d-1(k) dated May 15, 2026.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Atlas Energy Solutions Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

642045108

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 642045108

1

Names of Reporting Persons

Encompass Capital Advisors LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 9,135,182.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 9,135,182.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

9,135,182.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.36 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP Number(s): 642045108

1

Names of Reporting Persons

Todd J. Kantor

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 9,135,182.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 9,135,182.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

9,135,182.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.36 %

12

Type of Reporting Person (See Instructions)

HC, IN

SCHEDULE 13G

CUSIP Number(s): 642045108

1

Names of Reporting Persons

Encompass Capital Partners LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 7,218,336.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 7,218,336.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

7,218,336.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.81 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Atlas Energy Solutions Inc.
(b)	Address of issuer's principal executive offices: 5918 West Courtyard Drive Suite 500 Austin, TX 78730
Item 2.
(a)	Name of person filing: Encompass Capital Advisors LLC Todd J. Kantor Encompass Capital Partners LLC
(b)	Address or principal business office or, if none, residence: Encompass Capital Advisors LLC is 200 Park Avenue, Suite 1604, New York, NY 10166 Todd J. Kantor is c/o Encompass Capital Advisors LLC, 200 Park Avenue, Suite 1604, New York, NY 10166 Encompass Capital Partners LLC is 200 Park Avenue, Suite 1604, New York, NY 10166
(c)	Citizenship: Encompass Capital Advisors LLC is a Delaware Limited Liability Company Todd J. Kantor is a US citizen Encompass Capital Partners LLC is a Delaware Limited Liability Company
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 642045108
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: Encompass Capital Advisors LLC 9,135,182 Todd J. Kantor 9,132,182 Encompass Capital Partners LLC 7,218,336
(b)	Percent of class: Encompass Capital Advisors LLC 7.36% Todd J. Kantor 7.36% Encompass Capital Partners LLC 5.81%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Encompass Capital Advisors LLC 0 Todd J. Kantor 0 Encompass Capital Partners LLC 0
	(ii) Shared power to vote or to direct the vote: Encompass Capital Advisors LLC 9,135,182 Todd J. Kantor 9,135,182 Encompass Capital Partners LLC 7,218,336
	(iii) Sole power to dispose or to direct the disposition of: Encompass Capital Advisors LLC 0 Todd J. Kantor 0 Encompass Capital Partners LLC 0
	(iv) Shared power to dispose or to direct the disposition of: Encompass Capital Advisors LLC 9,135,182 Todd J. Kantor 9,135,182 Encompass Capital Partners LLC 7,218,336
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Encompass Capital Advisors LLC

Signature:	Todd J. Kantor
Name/Title:	Todd J. Kantor | Managing Member
Date:	05/15/2026

Todd J. Kantor

Signature:	Todd J. Kantor
Name/Title:	Todd J. Kantor | Self
Date:	05/15/2026

Encompass Capital Partners LLC

Signature:	Todd J. Kantor
Name/Title:	Todd J. Kantor | Managing Member
Date:	05/15/2026

Exhibit Information

JOINT FILING AGREEMENT The undersigned hereby agree that the statement on SCHEDULE 13G with respect to the shares of Common Stock of Atlas Energy Solutions Inc., dated as of May 15, 2026 is, and any amendments thereto signed by each of the undersigned shall be, filed on behalf of each of us pursuant to and in accordance with the provisions of Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended. Date: May 15, 2026 Encompass Capital Advisors LLC By: Todd J. Kantor Name: Todd J. Kantor Title: Managing Member Todd J. Kantor By: Todd J. Kantor Name: Todd J. Kantor Encompass Capital Partners LLC By: Todd J. Kantor Name: Todd J. Kantor Title: Managing Member