Holdings
GeoSphere Capital Management, LLC
As of Jun 30, 2026, GeoSphere Capital Management, LLC reported 36 positions worth US$187M. Largest: National Energy Services Reunited Corp, Bkv Corporation and Terawulf Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| National Energy Services Reunited Corp | 800K | US$23.9M | +250K | Jun 30, 2026 |
| Bkv Corporation | 582K | US$15.9M | +40,000 | Jun 30, 2026 |
| Terawulf Inc. | 523K | US$12.9M | +104K | Jun 30, 2026 |
| Core Natural Resources, Inc. | 158K | US$12.6M | +20,000 | Jun 30, 2026 |
| Fluor Corporation | 208K | US$10.9M | +100K | Jun 30, 2026 |
| Solaris Energy Infrastructure, Inc. | 115K | US$9.28M | +30,000 | Jun 30, 2026 |
| Vista Energy Sab De Cv Class A | 137K | US$8.77M | +12,473 | Jun 30, 2026 |
| Cameco Corporation | 69,363 | US$7.07M | +10,000 | Jun 30, 2026 |
| Hmh Holding Inc. | 375K | US$7.03M | new | Jun 30, 2026 |
| Aris Mining Corp | 420K | US$6.26M | +270K | Jun 30, 2026 |