Stock Taper 
GEOSPHERE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kosmos Energy Ltd. | KOS | 2.81M | $5.94M |
 Borr Drilling Limited | BORR | 1.3M | $5.37M |
 National Energy Services Reunited Corp. | NESR | 799.58K | $23.93M |
 Hafnia Limited | HAFN | 525K | $3.49M |
 TeraWulf Inc. | WULF | 522.57K | $12.91M |
 HMH Holding Inc. Class A Common Stock | HMH | 375K | $7.03M |
 Fluor Corporation | FLR | 208K | $10.9M |
 NexGen Energy Ltd. | NXE | 204.66K | $1.92M |
 Santacruz Silver Mining Ltd. | SCZM | 200K | $1.3M |
 Liberty Energy Inc. | LBRT | 173.77K | $4.55M |
 Cenovus Energy Inc. | CVE | 161.55K | $4.01M |
 Core Natural Resources, Inc. | CNR | 157.93K | $12.64M |
 Hallador Energy Company | HNRG | 150K | $2.61M |
 Vista Energy, S.A.B. de C.V. | VIST | 137.47K | $8.77M |
 Innovex International, Inc. | INVX | 131.07K | $3.25M |
 Solaris Energy Infrastructure, Inc. | SEI | 115.37K | $9.28M |
 Iamgold Corporation | IAG | 110K | $1.74M |
 Delek US Holdings, Inc. | DK | 102.72K | $5.22M |
 Oceaneering International, Inc. | OII | 69.69K | $2.82M |
 Cameco Corporation | CCJ | 69.36K | $7.07M |