GeoSphere Capital Management, LLC

Q3 2025 13F Holdings

  • Location
    miami beach, FL
  • Num holdings

    42

  • Value ($000)

    $131,661

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001426876
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

NATIONAL ENERGY SERVICES REU

SHS
$15.27 M
12 %

1,488,697

---

BKV CORP

COM
$6.47 M
5 %

279,857

CCO
CCO

CAMECO CORP

COM
$5.74 M
4 %

68,460

SEI
SEI

SOLARIS ENERGY INFRAS INC

COM CL A
$5.57 M
4 %

139,472

CVE
CVE

CENOVUS ENERGY INC

COM
$5.44 M
4 %

320,000

---

CORE NATURAL RESOURCES INC

COM SHS
$5.01 M
4 %

60,000

NXE
NXE

NEXGEN ENERGY LTD

COM
$4.92 M
4 %

550,000

---

GOLAR LNG LTD

SHS
$4.85 M
4 %

120,000

1522985D
1522985D

DELEK US HLDGS INC NEW

COM
$4.84 M
4 %

150,000

DML
DML

DENISON MINES CORP

COM
$4.67 M
4 %

1,700,000

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