Atlas Energy Solutions Inc. filing reports that Encompass Capital Advisors LLC and Todd J. Kantor together beneficially own 6,354,153 shares of Common Stock, representing 5.09% of the class.
The filing states the holders have shared voting and shared dispositive power over 6,354,153 shares. A joint filing agreement is dated March 18, 2026.
Positive
None.
Negative
None.
Insights
Passive beneficial owner reports a 5.09% stake with shared control.
The filing discloses 6,354,153 shares and attributes shared voting and shared dispositive power to Encompass Capital Advisors LLC and Todd J. Kantor as of the joint filing dated March 18, 2026.
Shared authority implies the stake is held or managed by an entity structure rather than sole individual control; subsequent filings may clarify any change in voting arrangements or status.
Disclosure signals a meaningful passive position just above 5% of outstanding shares.
The statement lists 6,354,153 shares (5.09%) with counting of both voting and dispositive powers as "shared" for the two filers. The joint filing agreement is executed by the listed parties.
Materiality depends on total float and any later Schedule 13D/13G amendments; this filing alone is an ownership disclosure without transaction details.
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Atlas Energy Solutions Inc.
(Name of Issuer)
Common Stock
(Title of Class of Securities)
642045108
(CUSIP Number)
03/11/2026
(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
6,354,153.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
6,354,153.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
6,354,153.00
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)
5.1 %
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
6,354,153.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
6,354,153.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
6,354,153.00
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)
5.1 %
12
Type of Reporting Person (See Instructions)
HC, IN
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, TEXAS, 78730.
Item 2.
(a)
Name of person filing:
Encompass Capital Advisors LLC
Todd J. Kantor
(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
(c)
Citizenship:
Encompass Capital Advisors LLC is a Delaware Limited Liability Company
Todd J. Kantor is a US citizen
(d)
Title of class of securities:
Common Stock
(e)
CUSIP Number(s):
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
6,354,153
Todd J. Kantor
6,354,153
(b)
Percent of class:
Encompass Capital Advisors LLC
5.09%
Todd J. Kantor
5.09%
(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
(ii) Shared power to vote or to direct the vote:
Encompass Capital Advisors LLC
6,354,153
Todd J. Kantor
6,354,153
(iii) Sole power to dispose or to direct the disposition of:
Encompass Capital Advisors LLC
0
Todd J. Kantor
0
(iv) Shared power to dispose or to direct the disposition of:
Encompass Capital Advisors LLC
6,354,153
Todd J. Kantor
6,354,153
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:
03/18/2026
Todd J. Kantor
Signature:
Todd J. Kantor
Name/Title:
Todd J. Kantor | Self
Date:
03/18/2026
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 March 18, 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: March 18, 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
What stake does Encompass Capital Advisors report in Atlas Energy Solutions (AESI)?
They report beneficial ownership of 6,354,153 shares, equal to 5.09% of the common stock. The filing lists shared voting and shared dispositive power over these shares and is part of a joint filing dated March 18, 2026.
Does Todd J. Kantor personally control the AESI shares reported?
The filing attributes the same 6,354,153 shares (5.09%) to Todd J. Kantor with shared voting and dispositive power. It shows a joint filing with Encompass Capital Advisors LLC rather than sole individual control.
What document type was filed to report this ownership for AESI?
The report is a Schedule 13G disclosure listing beneficial ownership of common stock. It includes a joint filing agreement executed on March 18, 2026 by the named filers.
Are the voting and disposition rights for the reported AESI shares sole or shared?
The filing explicitly shows 0 shares of sole voting or sole dispositive power and 6,354,153 shares of shared voting and shared dispositive power for each filer, per the Schedule 13G table.
