GEOSPHERE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KOS | 2.04M | $5.67M |
 | NESR | 550K | $11.80M |
 | BKV | 542K | $15.45M |
 | WULF | 419K | $6.04M |
 | BORR | 380K | $2.19M |
 | PUMP | 324K | $4.67M |
 | HAFN | 265K | $2.01M |
 | NXE | 205K | $2.37M |
 | CVE | 162K | $4.29M |
 | CNR | 138K | $14.44M |
 | LBRT | 134K | $3.85M |
 | VIST | 125K | $9.43M |
 | BTU | 122K | $4.02M |
 | OII | 120K | $4.26M |
 | INVX | 118K | $2.89M |
 | FLR | 108K | $5.04M |
 | PR | 100K | $2.13M |
 | IAG | 92K | $1.74M |
 | NVGS | 92K | $1.78M |
 | DK | 90K | $4.06M |
Kosmos Energy Ltd.
KOS
Shares Held
2.04M
Value
$5.67M
National Energy Services Reunited Corp.
NESR
Shares Held
550K
Value
$11.80M
BKV Corporation
BKV
Shares Held
542K
Value
$15.45M
TeraWulf Inc.
WULF
Shares Held
419K
Value
$6.04M
Borr Drilling Limited
BORR
Shares Held
380K
Value
$2.19M
ProPetro Holding Corp.
PUMP
Shares Held
324K
Value
$4.67M
Hafnia Limited
HAFN
Shares Held
265K
Value
$2.01M
NexGen Energy Ltd.
NXE
Shares Held
205K
Value
$2.37M
Cenovus Energy Inc.
CVE
Shares Held
162K
Value
$4.29M
Core Natural Resources, Inc.
CNR
Shares Held
138K
Value
$14.44M
Liberty Energy Inc.
LBRT
Shares Held
134K
Value
$3.85M
Vista Energy, S.A.B. de C.V.
VIST
Shares Held
125K
Value
$9.43M
Peabody Energy Corporation
BTU
Shares Held
122K
Value
$4.02M
Oceaneering International, Inc.
OII
Shares Held
120K
Value
$4.26M
Innovex International, Inc.
INVX
Shares Held
118K
Value
$2.89M
Fluor Corporation
FLR
Shares Held
108K
Value
$5.04M
Permian Resources Corporation
PR
Shares Held
100K
Value
$2.13M
Iamgold Corporation
IAG
Shares Held
92K
Value
$1.74M
Navigator Holdings Ltd.
NVGS
Shares Held
92K
Value
$1.78M
Delek US Holdings, Inc.
DK
Shares Held
90K
Value
$4.06M