Oceanic Investment Management LTD — 13F holdings

Oceanic Investment Management LTD reported 29 holdings worth $77.9M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. HAL HALLIBURTON CO — $10.8M (13.9%)
2. GNK GENCO SHIPPING & TRADING LTD — $10.1M (13.0%)
3. EXE EXPAND ENERGY CORPORATION — $8.93M (11.5%)
4. AR ANTERO RESOURCES CORP — $6.93M (8.9%)
5. BKR BAKER HUGHES COMPANY — $6.57M (8.4%)
6. WFRD WEATHERFORD INTL PLC — $5.59M (7.2%)
7. NESR NATIONAL ENERGY SERVICES REU — $5.40M (6.9%)
8. SLB SCHLUMBERGER LTD — $5.21M (6.7%)
9. CMDB COSTAMARE BULKERS HLDGS LTD — $4.88M (6.3%)
10. VTOL BRISTOW GROUP INC — $2.47M (3.2%)