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Portfolio (Quarterly) Guide ↗

Oceanic Investment Management LTD

· CIK 0001438258
13F Portfolio $78M AUM 43 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 26 New
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGK PUT VANGUARD INTL EQUITY INDEX F 3,222.0 $372K 0.48% NEW $115.55 -19.4%
22 IWM PUT ISHARES TR 2,338.0 $277K 0.36% NEW $118.50 +152.6%
23 ASC ARDMORE SHIPPING CORP Industrials 17,132.0 $240K 0.31% NEW $14.01 +28.4%
24 CMRE COSTAMARE INC Industrials 14,626.0 $205K 0.26% NEW $14.02 +12.5%
25 FRO PUT FRONTLINE PLC Energy 1,000.0 $168K 0.21% NEW $167.50 -74.1%
26 EWY PUT ISHARES INC 1,100.0 $95K 0.12% NEW $86.22 +108.9%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 73.9%
Industrials 24.5%
Consumer Cyclical 1.6%