GEOSPHERE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HUT | 70K | $2.44M |
 | CCJ | 68K | $5.74M |
 | SOC | 65K | $1.13M |
 | CNR | 60K | $5.01M |
 | INSW | 60K | $2.76M |
 | CIVI | 50K | $1.63M |
 | METC | 50K | $1.66M |
 | NMM | 40K | $1.80M |
 | WPM | 35K | $3.91M |
 | EQT | 25K | $1.36M |
 | WFRD | 25K | $1.71M |
 | OKLO | 22K | $2.46M |
 | GPOR | 22K | $3.98M |
 | FANG | 11K | $1.61M |
 | FNV | 8K | $1.78M |
Hut 8 Corp.
HUT
Shares Held
70K
Value
$2.44M
Cameco Corporation
CCJ
Shares Held
68K
Value
$5.74M
Sable Offshore Corp.
SOC
Shares Held
65K
Value
$1.13M
Core Natural Resources, Inc.
CNR
Shares Held
60K
Value
$5.01M
International Seaways, Inc.
INSW
Shares Held
60K
Value
$2.76M
Civitas Resources, Inc.
CIVI
Shares Held
50K
Value
$1.63M
Ramaco Resources, Inc.
METC
Shares Held
50K
Value
$1.66M
Navios Maritime Partners L.P.
NMM
Shares Held
40K
Value
$1.80M
Wheaton Precious Metals Corp.
WPM
Shares Held
35K
Value
$3.91M
EQT Corporation
EQT
Shares Held
25K
Value
$1.36M
Weatherford International plc
WFRD
Shares Held
25K
Value
$1.71M
Oklo Inc.
OKLO
Shares Held
22K
Value
$2.46M
Gulfport Energy Corporation
GPOR
Shares Held
22K
Value
$3.98M
Diamondback Energy, Inc.
FANG
Shares Held
11K
Value
$1.61M
Franco-Nevada Corporation
FNV
Shares Held
8K
Value
$1.78M