Long-term investor

Oceanic Investment Management LTD @oceanicinvestmentmanagem

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001438258).

Record

  • Tracked since 2018-06-30 (3006 days), 193 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months -3.7% · 1 year +32.9% · all +33.0%
  • Max drawdown -25.6% · Sharpe 0.09 · win rate 77% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • HAL · 13.9% · long · since 2025-12-31
  • GNK · 13.0% · long · since 2025-12-31
  • EXE · 11.5% · long · since 2025-12-31
  • AR · 8.9% · long · since 2026-03-31
  • BKR · 8.4% · long · since 2026-03-31
  • WFRD · 7.2% · long · since 2025-12-31
  • NESR · 6.9% · long · since 2018-06-30
  • SLB · 6.7% · long · since 2025-12-31
  • CMDB · 6.3% · long · since 2025-12-31
  • VTOL · 3.2% · long · since 2026-06-30
  • VLO · 2.5% · long · since 2026-03-31
  • MPC · 2.4% · long · since 2026-03-31

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