0001214659-24-002816.txt : 20240214 0001214659-24-002816.hdr.sgml : 20240214 20240214160021 ACCESSION NUMBER: 0001214659-24-002816 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GeoSphere Capital Management, LLC CENTRAL INDEX KEY: 0001426876 ORGANIZATION NAME: IRS NUMBER: 208493181 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12989 FILM NUMBER: 24637348 BUSINESS ADDRESS: STREET 1: 1674 MERIDIAN AVENUE STREET 2: SUITE 330 CITY: MIAMI BEACH STATE: FL ZIP: 33139 BUSINESS PHONE: 212-616-1101 MAIL ADDRESS: STREET 1: 1674 MERIDIAN AVENUE STREET 2: SUITE 330 CITY: MIAMI BEACH STATE: FL ZIP: 33139 FORMER COMPANY: FORMER CONFORMED NAME: GeoSphere Capital Management DATE OF NAME CHANGE: 20080212 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001426876 XXXXXXXX 12-31-2023 12-31-2023 false GeoSphere Capital Management, LLC

1674 MERIDIAN AVENUE SUITE 330 MIAMI BEACH FL 33139

13F HOLDINGS REPORT 028-12989 000160088 801-73261 N Maria Borrero 212-616-1100 /s/ Maria Borrero Miami Beach FL 02-14-2024 0 22 119351535 INFORMATION TABLE 2 infotable.xml ANTERO RESOURCES CORP COM 03674X106 4536000 200000 SH SOLE 200000 0 0 ARCH RESOURCES INC CL A 03940R107 8209384 49472 SH SOLE 49472 0 0 BORR DRILLING LTD SHS G1466R173 5152000 700000 SH SOLE 700000 0 0 CAMECO CORP COM 13321L108 5137520 119200 SH SOLE 119200 0 0 CENOVUS ENERGY INC COM 15135U109 3496500 210000 SH SOLE 210000 0 0 ENCORE ENERGY CORP COM NEW 29259W700 2738031 696700 SH SOLE 696700 0 0 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 3244625 315625 SH SOLE 315625 0 0 INTERNATIONAL SEAWAYS INC COM Y41053102 2501400 55000 SH SOLE 55000 0 0 IVANHOE ELECTRIC INC COM 46578C108 504000 50000 SH SOLE 50000 0 0 KINROSS GOLD CORP COM 496902404 2420000 400000 SH SOLE 400000 0 0 KOSMOS ENERGY LTD COM 500688106 6942233 1034610 SH SOLE 1034610 0 0 LIFEZONE METALS LIMITED ORD SHS G5568L109 360588 39888 SH SOLE 39888 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 3409900 559000 SH SOLE 559000 0 0 NOBLE CORP PLC ORD SHS A G65431127 1926400 40000 SH SOLE 40000 0 0 PAN AMERN SILVER CORP COM 697900108 6532000 400000 SH SOLE 400000 0 0 SCORPIO TANKERS INC SHS Y7542C130 7296000 120000 SH SOLE 120000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 33271700 70000 SH Put SOLE 70000 0 0 STANDARD LITHIUM LTD COM 853606101 1212000 600000 SH SOLE 600000 0 0 TIDEWATER INC NEW COM 88642R109 9811936 136069 SH SOLE 136069 0 0 URANIUM ENERGY CORP COM 916896103 2316768 361995 SH SOLE 361995 0 0 WEATHERFORD INTL PLC ORD SHS G48833118 6358950 65000 SH SOLE 65000 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 1973600 40000 SH SOLE 40000 0 0