OCEANIC INVESTMENT MANAGEMENT LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NESR | 696K | $10.89B |
 | SB | 643K | $3.10B |
 | NE | 212K | $5.98B |
 | CMDB | 205K | $3.16B |
 | FLNG | 129K | $3.22B |
 | EE | 122K | $3.43B |
 | SDRL | 105K | $3.63B |
 | STNG | 64K | $3.27B |
 | TNK | 37K | $1.97B |
 | LPG | 26K | $642.14M |
 | VALE | 21K | $273.97M |
 | METC | 17K | $312.57M |
 | HBM | 11K | $210.83M |
 | CNR | 10K | $885.10M |
 | BG | 6K | $531.54M |
 | AMR | 4K | $852.69M |
 | NCLH | 4K | $86.94M |
 | NUE | 4K | $610.36M |
 | STLD | 4K | $610.70M |
 | SCCO | 4K | $516.35M |
National Energy Services Reunited Corp.
NESR
Shares Held
696K
Value
$10.89B
Safe Bulkers, Inc.
SB
Shares Held
643K
Value
$3.10B
Noble Corporation Plc
NE
Shares Held
212K
Value
$5.98B
Costamare Bulkers Holdings Ltd
CMDB
Shares Held
205K
Value
$3.16B
FLEX LNG Ltd.
FLNG
Shares Held
129K
Value
$3.22B
Excelerate Energy, Inc.
EE
Shares Held
122K
Value
$3.43B
Seadrill Limited
SDRL
Shares Held
105K
Value
$3.63B
Scorpio Tankers Inc.
STNG
Shares Held
64K
Value
$3.27B
Teekay Tankers Ltd.
TNK
Shares Held
37K
Value
$1.97B
Dorian LPG Ltd.
LPG
Shares Held
26K
Value
$642.14M
Vale S.A.
VALE
Shares Held
21K
Value
$273.97M
Ramaco Resources, Inc.
METC
Shares Held
17K
Value
$312.57M
Hudbay Minerals Inc.
HBM
Shares Held
11K
Value
$210.83M
Core Natural Resources, Inc.
CNR
Shares Held
10K
Value
$885.10M
Bunge Global S.A.
BG
Shares Held
6K
Value
$531.54M
Alpha Metallurgical Resources, Inc.
AMR
Shares Held
4K
Value
$852.69M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
4K
Value
$86.94M
Nucor Corporation
NUE
Shares Held
4K
Value
$610.36M
Steel Dynamics, Inc.
STLD
Shares Held
4K
Value
$610.70M
Southern Copper Corporation
SCCO
Shares Held
4K
Value
$516.35M