Stock Taper

GEOSPHERE CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Core Natural Resources, Inc.CNR157.93K$12.64M
Cenovus Energy Inc.CVE161.55K$4.01M
Liberty Energy Inc.LBRT173.77K$4.55M
Santacruz Silver Mining Ltd.SCZM200K$1.3M
NexGen Energy Ltd.NXE204.66K$1.92M
Fluor CorporationFLR208K$10.9M
HMH Holding Inc. Class A Common StockHMH375K$7.03M
TeraWulf Inc.WULF522.57K$12.91M
Hafnia LimitedHAFN525K$3.49M
National Energy Services Reunited Corp.NESR799.58K$23.93M
Borr Drilling LimitedBORR1.3M$5.37M
Kosmos Energy Ltd.KOS2.81M$5.94M