GEOSPHERE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NESR | 1.49M | $15.27M |
 | NXE | 550K | $4.92M |
 | CVE | 320K | $5.44M |
 | EU | 300K | $963.00K |
 | BKV | 280K | $6.47M |
 | XPRO | 250K | $2.97M |
 | IAG | 225K | $2.91M |
 | EE | 180K | $4.53M |
 | DK | 150K | $4.84M |
 | LBRT | 150K | $1.85M |
 | SEI | 139K | $5.57M |
 | FRO | 120K | $2.73M |
 | GLNG | 120K | $4.85M |
 | INVX | 100K | $1.85M |
 | CORZ | 100K | $1.79M |
 | PAAS | 80K | $3.10M |
 | FCX | 80K | $3.14M |
 | WBI | 80K | $2.02M |
 | BTU | 79K | $2.10M |
 | GNK | 75K | $1.33M |
National Energy Services Reunited Corp.
NESR
Shares Held
1.49M
Value
$15.27M
NexGen Energy Ltd.
NXE
Shares Held
550K
Value
$4.92M
Cenovus Energy Inc.
CVE
Shares Held
320K
Value
$5.44M
enCore Energy Corp.
EU
Shares Held
300K
Value
$963.00K
BKV Corporation
BKV
Shares Held
280K
Value
$6.47M
Expro Group Holdings N.V.
XPRO
Shares Held
250K
Value
$2.97M
IAMGOLD Corporation
IAG
Shares Held
225K
Value
$2.91M
Excelerate Energy, Inc.
EE
Shares Held
180K
Value
$4.53M
Delek US Holdings, Inc.
DK
Shares Held
150K
Value
$4.84M
Liberty Energy Inc.
LBRT
Shares Held
150K
Value
$1.85M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
139K
Value
$5.57M
Frontline Ltd.
FRO
Shares Held
120K
Value
$2.73M
Golar LNG Limited
GLNG
Shares Held
120K
Value
$4.85M
Innovex International, Inc.
INVX
Shares Held
100K
Value
$1.85M
Core Scientific, Inc.
CORZ
Shares Held
100K
Value
$1.79M
Pan American Silver Corp.
PAAS
Shares Held
80K
Value
$3.10M
Freeport-McMoRan Inc.
FCX
Shares Held
80K
Value
$3.14M
WaterBridge Infrastructure LLC
WBI
Shares Held
80K
Value
$2.02M
Peabody Energy Corporation
BTU
Shares Held
79K
Value
$2.10M
Genco Shipping & Trading Limited
GNK
Shares Held
75K
Value
$1.33M