GeoSphere Capital Management, LLC

Position in NESR — National Energy Services Reunited Corp.

CIK 1426876 MIAMI BEACH, FL

Position in NESR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$23,931,369

+$12,131,930 QoQ

Shares Held

799,578

+45.5% QoQ

Ownership

0.793%

of shares outstanding

% of Portfolio

12.40%

of 13F equity value

Holder Rank

#21

of 224 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

GeoSphere Capital Management, LLC holds $50,866,434 across 6 Oil & Gas Equipment & Services names. NESR ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NESR	National Energy Services Reunited Corp. This page	799,578	$23,931,369
2	SEI	Solaris Energy Infrastructure, Inc.	115,366	$9,282,348
3	HMH	HMH Holding Inc	375,000	$7,027,500
4	LBRT	Liberty Energy Inc.	173,768	$4,550,983
5	INVX	Innovex International, Inc.	131,066	$3,250,436
6	OII	Oceaneering International Inc	69,689	$2,823,798

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,931,369	799,578	+45.5%	Shares	Sole	2026-08-14
2026-03-31	$11,799,439	549,578	-61.2%	Shares	Sole	2026-05-15
2025-12-31	$22,160,841	1,415,124	-4.9%	Shares	Sole	2026-02-09
2025-09-30	$15,274,031	1,488,697	+47.8%	Shares	Sole	2025-11-14
2025-06-30	$6,064,963	1,007,469	+19.1%	Shares	Sole	2025-08-14
2025-03-31	$6,224,477	845,717	-27.4%	Shares	Sole	2025-05-15
2024-12-31	$10,442,844	1,165,496	+108.5%	Shares	Sole	2025-02-14
2023-12-31	—	559,000	+99.6%	Shares	Sole	2024-02-14
2023-03-31	—	280,000	+154.5%	Shares	Sole	2023-05-15
2022-12-31	—	110,000	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.