account_balance
Investment manager · 13F filer · SEC CIK 1438258
Oceanic Investment Management LTD
Reported value$157Mas of Sep 30, 2026
Positions39 24 new, 7 sold out
Top 10 weight70.8%DAC alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DACDanaos Corp
11.2%Added +3124%
STNGScorpio Tankers Inc.
10.0%New
BKRBaker Hughes Co
9.6%Added +131%
EXEExpand Energy Corp
7.0%Added +34%
HALHalliburton Co
6.6%Added +2%
NESRNational Energy Services Reunited Corp.
5.9%Added +104%
FLOCFlowco Holdings Inc.
5.6%New
CMDBCostamare Bulkers Holdings Ltd
5.1%Added +34%
TENTsakos Energy Navigation Ltd
5.0%New
DVNDevon Energy Corp
4.7%New
WFRDWeatherford International PLC
4.6%Added +34%
INSWInternational Seaways, Inc.
2.2%
DACDanaos Corp
11.2%Added +3124%
STNGScorpio Tankers Inc.
10.0%New
BKRBaker Hughes Co
9.6%Added +131%
EXEExpand Energy Corp
7.0%Added +34%
HALHalliburton Co
6.6%+2%
NESRNational Energy Services Reunited Corp.
5.9%
FLOCFlowco Holdings Inc.
5.6%
CMDBCostamare Bulkers Holdings Ltd
5.1%
TENTsakos Energy Navigation Ltd
5.0%
DVN4.7%WFRD4.6%Boxes 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
DAC Danaos Corp 11.2% Added +3124%STNG Scorpio Tankers Inc. 10.0% NewBKR Baker Hughes Co 9.6% Added +131%EXE Expand Energy Corp 7.0% Added +34%HAL Halliburton Co 6.6% Added +2%NESR National Energy Services Reunited Corp. 5.9% Added +104%FLOC Flowco Holdings Inc. 5.6% NewCMDB Costamare Bulkers Holdings Ltd 5.1% Added +34%TEN Tsakos Energy Navigation Ltd 5.0% NewDVN Devon Energy Corp 4.7% NewWFRD Weatherford International PLC 4.6% Added +34%INSW International Seaways, Inc. 2.2% New
What changed
Biggest moves since Jun 30, 2026
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