GeoSphere Capital Management, LLC

Institutional manager (13F) · CIK 1426876

13F holdings · as of 2026-03-31 · top 40 · reported portfolio $166M

#	Issuer	Value	Shares
1	BKV CORP	$15M	541,689
2	CORE NATURAL RESOURCES INC	$14M	137,926
3	NATIONAL ENERGY SERVICES REU	$12M	549,578
4	VISTA ENERGY S.A.B. DE C.V.	$9M	125,000
5	CAMECO CORP	$6M	59,363
6	TERAWULF INC	$6M	418,640
7	KOSMOS ENERGY LTD	$6M	2,038,788
8	FLUOR CORP	$5M	108,000
9	SOLARIS ENERGY INFRAS INC	$5M	85,366
10	CENTURY ALUM CO	$5M	82,000
11	PROPETRO HLDG CORP	$5M	324,369
12	CENOVUS ENERGY INC	$4M	161,548
13	OCEANEERING INTL INC	$4M	120,000
14	METHANEX CORP	$4M	70,000
15	DELEK US HLDGS INC NEW	$4M	90,000
16	PEABODY ENGR CORP	$4M	121,959
17	LIBERTY ENERGY INC	$4M	133,768
18	VANECK ETF TRUST	$4M	40,000
19	UR-ENERGY INC	$4M	2,375,507
20	DENISON MINES CORP	$3M	977,106
21	CF INDUSTRIES HOLD	$3M	23,667
22	INNOVEX INTERNATIONAL INC	$3M	118,424
23	BARRICK MNG CORP	$3M	68,524
24	FRONTLINE PLC	$3M	80,000
25	ARIS MINING CORPORATION	$3M	150,000
26	NEXGEN ENERGY LTD	$2M	204,656
27	BORR DRILLING LTD	$2M	380,110
28	GOLAR LNG LTD	$2M	40,000
29	FORGENT POWER SOLUTIONS INC	$2M	72,854
30	PERMIAN RESOURCES CORP	$2M	100,000
31	DORIAN LPG LTD	$2M	60,000
32	OKEANIS ECO TANKERS COR	$2M	40,000
33	HAFNIA LTD	$2M	265,000
34	ORLA MNG LTD NEW	$2M	124,178
35	PBF ENERGY INC	$2M	40,000
36	NAVIGATOR HLDGS LTD	$2M	92,000
37	IAMGOLD CORP	$2M	92,257
38	WARRIOR MET COAL INC	$1M	15,000
39	PERPETUA RESOURCES CORP	$1M	40,582
40	PAN AMERN SILVER CORP	$870k	15,934

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.