Universe · entity
Oceanic Investment Management LTD
Institutional manager (13F) · CIK 1438258
13F holdings · as of 2026-03-31 · top 42 · reported portfolio $118M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TEEKAY TANKERS LTD | $14M | 190,592 |
| 2 | EXPAND ENERGY CORPORATION | $12M | 112,127 |
| 3 | ANTERO RESOURCES CORP | $10M | 242,700 |
| 4 | SEADRILL LTD | $9M | 187,850 |
| 5 | CMB.TECH NV | $7M | 564,868 |
| 6 | GENCO SHIPPING & TRADING LTD | $7M | 289,830 |
| 7 | HALLIBURTON CO | $6M | 160,545 |
| 8 | OKEANIS ECO TANKERS COR | $6M | 112,371 |
| 9 | SLB LIMITED | $5M | 100,960 |
| 10 | BAKER HUGHES COMPANY | $5M | 79,304 |
| 11 | COSTAMARE BULKERS HLDGS LTD | $4M | 255,677 |
| 12 | NATIONAL ENERGY SERVICES REU | $3M | 162,400 |
| 13 | WEATHERFORD INTL PLC | $3M | 35,100 |
| 14 | SCORPIO TANKERS INC | $2M | 29,864 |
| 15 | BUNGE GLOBAL SA | $2M | 15,214 |
| 16 | ARCHER DANIELS MIDLAND CO | $2M | 26,360 |
| 17 | CHENIERE ENERGY INC | $2M | 6,751 |
| 18 | STEEL DYNAMICS INC | $2M | 10,289 |
| 19 | NUCOR CORP | $2M | 10,673 |
| 20 | INTERNATIONAL SEAWAYS INC | $1M | 19,354 |
| 21 | VALERO ENERGY CORP | $1M | 4,787 |
| 22 | MARATHON PETE CORP | $1M | 4,654 |
| 23 | FRONTLINE PLC | $1M | 28,807 |
| 24 | GOLAR LNG LTD | $987k | 18,239 |
| 25 | DORIAN LPG LTD | $943k | 27,585 |
| 26 | CLEVELAND-CLIFFS INC NEW | $825k | 97,584 |
| 27 | ALCOA CORP | $748k | 11,271 |
| 28 | CENTURY ALUM CO | $737k | 12,553 |
| 29 | PBF ENERGY INC | $722k | 15,169 |
| 30 | TORM PLC | $643k | 23,061 |
| 31 | NAVIGATOR HLDGS LTD | $624k | 32,296 |
| 32 | CORE NATURAL RESOURCES INC | $598k | 5,713 |
| 33 | PEABODY ENGR CORP | $566k | 17,170 |
| 34 | TSAKOS ENERGY NAVIGATION LTD | $515k | 13,048 |
| 35 | BW LPG LTD | $410k | 23,601 |
| 36 | HAFNIA LTD | $367k | 48,324 |
| 37 | ARDMORE SHIPPING CORP | $356k | 23,353 |
| 38 | STEALTHGAS INC | $240k | 26,173 |
| 39 | FLEX LNG LTD | $131k | 4,399 |
| 40 | ALPHA METALLURGICAL RESOUR I | $82k | 401 |
| 41 | RAMACO RES INC | $70k | 4,548 |
| 42 | SAFE BULKERS INC | $26k | 4,077 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.