# EDGAR Filing Document

**Accession Number:** 0001426876
**File Stem:** 0001214659-26-006453
**Filing Date:** 2026-5
**Character Count:** 8080
**Document Hash:** cd62bd207b08fef296c1b0487f840a5a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-26-006453.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001214659-26-006453

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** GeoSphere Capital Management, LLC
- **CENTRAL INDEX KEY:** 0001426876

**ORGANIZATION NAME:**
- **EIN:** 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:** 26986749

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** GeoSphere Capital Management LLC<br>**Address:** 1674 MERIDIAN AVENUE<br>SUITE 330<br>MIAMI BEACH, FL 33139

**Form 13F File Number:** 028-12989

**CRD Number (if applicable):** 000160088

**SEC File Number (if applicable):** 801-73261

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Hamish Lamb<br>**Title:** Chief Compliance Officer<br>**Phone:** 212-616-1101

**Signature, Place, and Date of Signing:**

/s/ Hamish Lamb  Miami Beach, FL  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 42

**Form 13F Information Table Value Total:** $228807297

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ARIS MINING CORPORATION | COM | 04040Y109 |  | 2785500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 2795094 | 68524 | SH |  | SOLE |  | 68524 | 0 | 0 |
| BKV CORP | COM | 05603J108 |  | 15448970 | 541689 | SH |  | SOLE |  | 541689 | 0 | 0 |
| BORR DRILLING LTD | SHS | G1466R173 |  | 2193235 | 380110 | SH |  | SOLE |  | 380110 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 6447415 | 59363 | SH |  | SOLE |  | 59363 | 0 | 0 |
| CENOVUS ENERGY INC | COM | 15135U109 |  | 4285868 | 161548 | SH |  | SOLE |  | 161548 | 0 | 0 |
| CENTURY ALUM CO | COM | 156431108 |  | 4812580 | 82000 | SH |  | SOLE |  | 82000 | 0 | 0 |
| CF INDUSTRIES HOLD | COM | 125269100 |  | 3072923 | 23667 | SH |  | SOLE |  | 23667 | 0 | 0 |
| CORE NATURAL RESOURCES INC | COM SHS | 218937100 |  | 14444990 | 137926 | SH |  | SOLE |  | 137926 | 0 | 0 |
| DELEK US HLDGS INC NEW | COM | 24665A103 |  | 4056300 | 90000 | SH |  | SOLE |  | 90000 | 0 | 0 |
| DENISON MINES CORP | COM | 248356107 |  | 3449184 | 977106 | SH |  | SOLE |  | 977106 | 0 | 0 |
| DORIAN LPG LTD | SHS USD | Y2106R110 |  | 2052000 | 60000 | SH |  | SOLE |  | 60000 | 0 | 0 |
| FLUOR CORP | COM | 343412102 |  | 5038200 | 108000 | SH |  | SOLE |  | 108000 | 0 | 0 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 |  | 2132437 | 72854 | SH |  | SOLE |  | 72854 | 0 | 0 |
| FRONTLINE PLC | COM | M46528101 |  | 2788800 | 80000 | SH |  | SOLE |  | 80000 | 0 | 0 |
| GOLAR LNG LTD | SHS | G9456A100 |  | 2164400 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| HAFNIA LTD | SHS | Y2990R101 |  | 2014000 | 265000 | SH |  | SOLE |  | 265000 | 0 | 0 |
| IAMGOLD CORP | COM | 450913108 |  | 1736277 | 92257 | SH |  | SOLE |  | 92257 | 0 | 0 |
| INNOVEX INTERNATIONAL INC | COM | 457651107 |  | 2888361 | 118424 | SH |  | SOLE |  | 118424 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 30763694 | 53300 | SH | Put | SOLE |  | 53300 | 0 | 0 |
| KOSMOS ENERGY LTD | COM | 500688106 |  | 5667831 | 2038788 | SH |  | SOLE |  | 2038788 | 0 | 0 |
| LIBERTY ENERGY INC | COM CL A | 53115L104 |  | 3852518 | 133768 | SH |  | SOLE |  | 133768 | 0 | 0 |
| METHANEX CORP | COM | 59151K108 |  | 4167800 | 70000 | SH |  | SOLE |  | 70000 | 0 | 0 |
| NATIONAL ENERGY SERVICES REU | SHS | G6375R107 |  | 11799440 | 549578 | SH |  | SOLE |  | 549578 | 0 | 0 |
| NAVIGATOR HLDGS LTD | SHS | Y62132108 |  | 1778360 | 92000 | SH |  | SOLE |  | 92000 | 0 | 0 |
| NEXGEN ENERGY LTD | COM | 65340P106 |  | 2374010 | 204656 | SH |  | SOLE |  | 204656 | 0 | 0 |
| OCEANEERING INTL INC | COM | 675232102 |  | 4256400 | 120000 | SH |  | SOLE |  | 120000 | 0 | 0 |
| OKEANIS ECO TANKERS COR | SHS | Y64177101 |  | 2023600 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| ORLA MNG LTD NEW | COM | 68634K106 |  | 2002991 | 124178 | SH |  | SOLE |  | 124178 | 0 | 0 |
| PAN AMERN SILVER CORP | COM | 697900108 |  | 870474 | 15934 | SH |  | SOLE |  | 15934 | 0 | 0 |
| PBF ENERGY INC | CL A | 69318G106 |  | 1904800 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| PEABODY ENGR CORP | COM | 704551100 |  | 4018549 | 121959 | SH |  | SOLE |  | 121959 | 0 | 0 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 |  | 2132000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| PERPETUA RESOURCES CORP | COM | 714266103 |  | 1141166 | 40582 | SH |  | SOLE |  | 40582 | 0 | 0 |
| PROPETRO HLDG CORP | COM | 74347M108 |  | 4674157 | 324369 | SH |  | SOLE |  | 324369 | 0 | 0 |
| SOLARIS ENERGY INFRAS INC | COM CL A | 83418M103 |  | 4824033 | 85366 | SH |  | SOLE |  | 85366 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 31866660 | 49000 | SH | Put | SOLE |  | 49000 | 0 | 0 |
| TERAWULF INC | COM | 88080T104 |  | 6040975 | 418640 | SH |  | SOLE |  | 418640 | 0 | 0 |
| UR-ENERGY INC | COM | 91688R108 |  | 3539505 | 2375507 | SH |  | SOLE |  | 2375507 | 0 | 0 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 3670800 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 |  | 9433750 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| WARRIOR MET COAL INC | COM | 93627C101 |  | 1397250 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |

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