Stock Taper 
GEOSPHERE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bloom Energy Corporation | BE | 5K | $1.51M |
 Generac Holdings Inc. | GNRC | 15K | $4.39M |
 Franco-Nevada Corporation | FNV | 15K | $3.13M |
 Valero Energy Corporation | VLO | 16K | $4.17M |
 CF Industries Holdings, Inc. | CF | 20K | $2.17M |
 Dorian LPG Ltd. | LPG | 25K | $869.5K |
 Pan American Silver Corp. | PAAS | 25K | $1.12M |
 Century Aluminum Company | CENX | 32K | $1.47M |
 Golar LNG Limited | GLNG | 40K | $1.99M |
 DHT Holdings, Inc. | DHT | 60K | $991.8K |
 Antero Resources Corporation | AR | 60K | $2.11M |
 Barrick Mining Corporation | B | 68.52K | $2.52M |
 Cameco Corporation | CCJ | 69.36K | $7.07M |
 Oceaneering International, Inc. | OII | 69.69K | $2.82M |
 Delek US Holdings, Inc. | DK | 102.72K | $5.22M |
 Iamgold Corporation | IAG | 110K | $1.74M |
 Solaris Energy Infrastructure, Inc. | SEI | 115.37K | $9.28M |
 Innovex International, Inc. | INVX | 131.07K | $3.25M |
 Vista Energy, S.A.B. de C.V. | VIST | 137.47K | $8.77M |
 Hallador Energy Company | HNRG | 150K | $2.61M |