GEOSPHERE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NESR | 1.42M | $22.16M |
 | BORR | 1.39M | $5.58M |
 | EU | 1.30M | $3.22M |
 | BKV | 555K | $15.06M |
 | NXE | 400K | $3.68M |
 | PUMP | 300K | $2.85M |
 | WULF | 250K | $2.87M |
 | IAG | 225K | $3.71M |
 | EE | 205K | $5.75M |
 | SBSW | 200K | $2.85M |
 | FRO | 200K | $4.36M |
 | TTI | 175K | $1.64M |
 | CVE | 165K | $2.79M |
 | DHT | 155K | $1.89M |
 | SEI | 129K | $5.95M |
 | DK | 118K | $3.49M |
 | HUT | 115K | $5.28M |
 | FCX | 95K | $4.83M |
 | CNR | 85K | $7.52M |
 | CCJ | 73K | $6.72M |
National Energy Services Reunited Corp.
NESR
Shares Held
1.42M
Value
$22.16M
Borr Drilling Limited
BORR
Shares Held
1.39M
Value
$5.58M
enCore Energy Corp.
EU
Shares Held
1.30M
Value
$3.22M
BKV Corporation
BKV
Shares Held
555K
Value
$15.06M
NexGen Energy Ltd.
NXE
Shares Held
400K
Value
$3.68M
ProPetro Holding Corp.
PUMP
Shares Held
300K
Value
$2.85M
TeraWulf Inc.
WULF
Shares Held
250K
Value
$2.87M
IAMGOLD Corporation
IAG
Shares Held
225K
Value
$3.71M
Excelerate Energy, Inc.
EE
Shares Held
205K
Value
$5.75M
Sibanye Stillwater Limited
SBSW
Shares Held
200K
Value
$2.85M
Frontline Ltd.
FRO
Shares Held
200K
Value
$4.36M
TETRA Technologies, Inc.
TTI
Shares Held
175K
Value
$1.64M
Cenovus Energy Inc.
CVE
Shares Held
165K
Value
$2.79M
DHT Holdings, Inc.
DHT
Shares Held
155K
Value
$1.89M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
129K
Value
$5.95M
Delek US Holdings, Inc.
DK
Shares Held
118K
Value
$3.49M
Hut 8 Corp.
HUT
Shares Held
115K
Value
$5.28M
Freeport-McMoRan Inc.
FCX
Shares Held
95K
Value
$4.83M
Core Natural Resources, Inc.
CNR
Shares Held
85K
Value
$7.52M
Cameco Corporation
CCJ
Shares Held
73K
Value
$6.72M