account_balance
Investment manager · 13F filer · SEC CIK 1426876
GeoSphere Capital Management, LLC
Reported value$193Mas of Jun 30, 2026
Positions38 10 new, 12 sold out
Top 10 weight59.4%NESR alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NESRNational Energy Services Reunited Corp.
12.4%Added +45%
BKVBKV Corp
8.2%Added +7%
WULFTeraWulf Inc.
6.7%Added +25%
CNRCore Natural Resources, Inc.
6.5%Added +15%
FLRFluor Corp
5.6%Added +93%
SEISolaris Energy Infrastructure, Inc.
4.8%Added +35%
VISTVista Energy, S.a.b. de C.V.
4.5%Added +10%
CCJCameco Corp
3.7%Added +17%
HMHHMH Holding Inc
3.6%New
ARISAris Mining Corp
3.2%+180%
KOSKosmos Energy Ltd.
3.1%Added +38%
BORRBorr Drilling Ltd
2.8%+242%
NESRNational Energy Services Reunited Corp.
12.4%Added +45%
BKVBKV Corp
8.2%+7%
WULFTeraWulf Inc.
6.7%Added +25%
CNRCore Natural Resources, Inc.
6.5%Added +15%
FLRFluor Corp
5.6%+93%
SEISolaris Energy Infrastructure, Inc.
4.8%
VISTVista Energy, S.a.b. de C.V.
4.5%
CCJCameco Corp
3.7%
HMHHMH Holding Inc
3.6%
ARISKOS3.1%BORRBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NESR National Energy Services Reunited Corp. 12.4% Added +45%BKV BKV Corp 8.2% Added +7%WULF TeraWulf Inc. 6.7% Added +25%CNR Core Natural Resources, Inc. 6.5% Added +15%FLR Fluor Corp 5.6% Added +93%SEI Solaris Energy Infrastructure, Inc. 4.8% Added +35%VIST Vista Energy, S.a.b. de C.V. 4.5% Added +10%CCJ Cameco Corp 3.7% Added +17%HMH HMH Holding Inc 3.6% NewARIS Aris Mining Corp 3.2% Added +180%KOS Kosmos Energy Ltd. 3.1% Added +38%BORR Borr Drilling Ltd 2.8% Added +242%
What changed
Biggest moves since Mar 31, 2026
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