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Disclosery

13F-HR filed by Oceanic Investment Management LTD

Oceanic Investment Management LTD filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 40 holding rows worth $95,525,651.

Accession
0000902664-26-000994
Filer
CIK 1438258
Filed
2026-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 40 entries on the cover page, a total value of $95,525,651 stated on the cover page (in dollars after the unit check, H1), rows summing to $95,525,651 with VALUE read as dollars as filed, 13F file number 028-13625. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NATIONAL ENERGY SERVICES REUG6375R107SHS695,543$10,892,203dollars as filed
Schlumberger Limited806857108COM272,390$10,454,328dollars as filed
GENCO SHIPPING TRADING LTDY2685T131COMMON STOCK560,056$10,321,832dollars as filed
CMB.TECH NV SHSB38564108Stock998,052$9,631,202dollars as filed
NOBLE CORP PLC ORD SHS AG65431127Stock211,667$5,977,476dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock53,122$5,862,544dollars as filed
SEADRILL LIMITEDG7997W102COMMON STOCK104,828$3,627,049dollars as filed
EXCELERATE ENERGY INC CL A COM30069T101Stock122,208$3,427,934dollars as filed
SCORPIO TANKERS INCY7542C130SHS64,261$3,266,387dollars as filed
FLEX LNG LTDG35947202SHS129,018$3,218,999dollars as filed
COSTAMARE BULKERS HOLDINGY2001C101COMMON STOCK204,778$3,155,629dollars as filed
SAFE BULKERS INCY7388L103COMMON STOCK643,211$3,100,277dollars as filed
WEATHERFORD INTL PLC ORD SHSG48833118Stock35,407$2,770,952dollars as filed
HAFNIA LTD SHSY2990R101Stock478,486$2,550,330dollars as filed
HALLIBURTON CO COM406216101Stock82,050$2,318,733dollars as filed
TEEKAY TANKERS LTD CLASS AG8726X106COMMON STOCK36,825$1,967,192dollars as filed
CENTURY ALUM CO156431108COM25,988$1,018,210dollars as filed
ALCOA CORP COM013872106Stock18,961$1,007,588dollars as filed
TORM PLC SHS CL AG89479102Stock46,236$905,301dollars as filed
CORE NATURAL RESOURCES INC218937100COM SHS10,000$885,100dollars as filed
ALPHA METALLURGICAL RESOUR I020764106COM4,266$852,688dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock14,403$731,528dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock53,483$710,254dollars as filed
WARRIOR MET COAL INC93627C101COM7,784$686,315dollars as filed
DORIAN LPG LTDY2106R110SHS USD26,382$642,138dollars as filed
GLOBAL X FDS37954Y830GLOBAL X COPPER8,694$624,142dollars as filed
STEEL DYNAMICS INC COM858119100Stock3,604$610,698dollars as filed
NUCOR CORP COM670346105Stock3,742$610,358dollars as filed
BUNGE GLOBAL SA COM SHSH11356104Stock5,967$531,540dollars as filed
ARCHER DANIELS MIDLAND CO COM039483102Stock9,158$526,493dollars as filed
SOUTHERN COPPER CORP84265V105COM3,599$516,349dollars as filed
BW LPG LTD COMY10230103Stock29,278$383,542dollars as filed
CAMECO CORP COM13321L108Stock4,019$367,698dollars as filed
SPROTT FDS TR85208P303URANI MINER ETF5,701$312,928dollars as filed
RAMACO RES INC75134P600COM CL A17,365$312,570dollars as filed
VALE S A91912E105SPONSORED ADS21,026$273,969dollars as filed
HUDBAY MINERALS INC COM443628102Stock10,619$210,833dollars as filed
CARNIVAL CORP COMMON STOCK143658300Stock2,894$88,383dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock312$87,023dollars as filed
NORWEGIAN CRUISE LINE HLDGS LT SHSG66721104Stock3,895$86,936dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000902664-26-000994this filing2026-02-13acceptance time not in the bulk data set