GeoSphere Capital Management, LLC: 13F holdings
CIK 14268762026Q2
| Positions | 46 |
|---|
| Reported value | $306.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 46 (+4 vs prior quarter) |
|---|
| Reported value | $306.3m (+33.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NATIONAL ENERGY SERVICES REU | 799,578 | $23.9m | 7.8% |
| BKV BKV CORP | 581,689 | $15.9m | 5.2% |
| WULF TERAWULF INC | 522,574 | $12.9m | 4.2% |
| CNR CORE NATURAL RESOURCES INC | 157,926 | $12.6m | 4.1% |
| FLR FLUOR CORP | 208,000 | $10.9m | 3.6% |
| SEI SOLARIS ENERGY INFRAS INC | 115,366 | $9.3m | 3.0% |
| VIST VISTA ENERGY S.A.B. DE C.V. | 137,473 | $8.8m | 2.9% |
| CCJ CAMECO CORP | 69,363 | $7.1m | 2.3% |
| HMH HLDG INC | 375,000 | $7.0m | 2.3% |
| ARIS ARIS MINING CORPORATION | 420,000 | $6.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1426876")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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