Oceanic Investment Management LTD
Oceanic Investment Management LTD reported 43 holdings worth US$118M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Oceanic Investment Management LTD reported 43 holdings worth US$118M as of Jun 30, 2026. Largest: Halliburton Company, Genco Shipping & Trading Limited and Expand Energy Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 43
- Value as reported
- US$118M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Halliburton Company | 318K | US$10.8M | 9.2% |
| Genco Shipping & Trading Limited | 408K | US$10.1M | 8.6% |
| Expand Energy Corporation | 97,922 | US$8.93M | 7.6% |
| Antero Resources Corporation | 197K | US$6.93M | 5.9% |
| Baker Hughes Company | 118K | US$6.57M | 5.6% |
| National Energy Services Reunited Corp | 180K | US$5.4M | 4.6% |
| Costamare Bulkers Holdings Limited | 278K | US$4.88M | 4.1% |
| Bristow Group, Inc. | 59,700 | US$2.47M | 2.1% |
| Valero Energy Corporation | 7,417 | US$1.93M | 1.6% |
| Marathon Petroleum Corporation | 7,462 | US$1.91M | 1.6% |
| Pbf Energy Inc. | 29,827 | US$1.36M | 1.2% |
| Cameco Corporation | 10,556 | US$1.08M | 0.91% |
| Norwegian Cruise Line Holdings Ltd. | 25,032 | US$528K | 0.45% |
| Carnival Corporation Ltd. | 18,454 | US$527K | 0.45% |
| Global Ship Lease Inc New | 12,055 | US$453K | 0.38% |
| Danaos Corporation | 3,557 | US$435K | 0.37% |
| Ardmore Shipping Corporation | 17,132 | US$240K | 0.20% |
| Costamare Inc. | 14,626 | US$205K | 0.17% |
| Scorpio Tankers Inc. | 0 | US$0 | 0.00% |
| Seadrill Limited | 0 | US$0 | 0.00% |
| Stealthgas, Inc. | 0 | US$0 | 0.00% |
| Steel Dynamics, Inc. | 0 | US$0 | 0.00% |
| Teekay Tankers Ltd. | 0 | US$0 | 0.00% |
| Tsakos Energy Navigation Ltd | 0 | US$0 | 0.00% |
| Alcoa Corporation | 0 | US$0 | 0.00% |
| Alpha Metallurgical Resources, Inc. | 0 | US$0 | 0.00% |
| Archer-daniels-midland Company | 0 | US$0 | 0.00% |
| Century Aluminum Company | 0 | US$0 | 0.00% |
| Cheniere Energy, Inc. | 0 | US$0 | 0.00% |
| Cleveland-cliffs Inc. | 0 | US$0 | 0.00% |
| Core Natural Resources, Inc. | 0 | US$0 | 0.00% |
| Dorian Lpg Ltd. | 0 | US$0 | 0.00% |
| Flex Lng Ltd. | 0 | US$0 | 0.00% |
| Golar Lng Limited | 0 | US$0 | 0.00% |
| International Seaways, Inc. | 0 | US$0 | 0.00% |
| Navigator Holdings Ltd. | 0 | US$0 | 0.00% |
| Nucor Corporation | 0 | US$0 | 0.00% |
| Okeanis Eco Tankers Corp. | 0 | US$0 | 0.00% |
| Peabody Energy Corporation | 0 | US$0 | 0.00% |
| Ramaco Resources, Inc. | 0 | US$0 | 0.00% |
| Safe Bulkers, Inc | 0 | US$0 | 0.00% |
Source
View original at SEC
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