Kosmos Energy Ltd.
MX ˙ BMV ˙ US5006881065
SecurityMX:KOS / Kosmos Energy Ltd.
InstitutionGeoSphere Capital Management
Latest Disclosed Ownership2,038,788 shares
Latest Disclosed Value $ 5,667,831
GeoSphere Capital Management ownership in KOS / Kosmos Energy Ltd.

On May 15, 2026 - GeoSphere Capital Management filed a 13F-HR form disclosing ownership of 2,038,788 shares of Kosmos Energy Ltd. (MX:KOS) valued at $5,667,831 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 15, 2025 disclosing 0 shares of Kosmos Energy Ltd..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F KOSMOS ENERGY COM 500688106 2,038,788 2,038,788 5,668 2.4771
2025-05-15 2025-03-31 13F KOSMOS ENERGY COM 500688106 0 -625,000 -100.00 0 -100.00
2025-02-14 2024-12-31 13F KOSMOS ENERGY COM 500688106 625,000 25,000 4.17 2,138 -11.62 1.0011
2024-11-14 2024-09-30 13F KOSMOS ENERGY COM 500688106 600,000 283,213 89.40 2,418 37.78 1.8157
2024-08-14 2024-06-30 13F KOSMOS ENERGY COM 500688106 316,787 16,787 5.60 1,755 -1.85 0.8674
2024-05-15 2024-03-31 13F KOSMOS ENERGY COM 500688106 300,000 -734,610 -71.00 1,788 -74.24 1.2706
2024-02-14 2023-12-31 13F KOSMOS ENERGY COM 500688106 1,034,610 100,000 10.70 6,942 -9.20 5.8166
2023-11-15 2023-09-30 13F/A-1 KOSMOS ENERGY COM 500688106 934,610 -429,390 -31.48 7,645 -6.43 4.7486
2023-11-14 2023-09-30 13F KOSMOS ENERGY COM 500688106 93,461,000 92,097,000 764,511 4.7486
2023-08-14 2023-06-30 13F KOSMOS ENERGY COM 500688106 1,364,000 112,205 8.96 8,170 -12.27 6.8853
2023-05-15 2023-03-31 13F KOSMOS ENERGY COM 500688106 1,251,795 75,200 6.39 9,313 24.46 8.8065
2023-02-14 2022-12-31 13F KOSMOS ENERGY COM 500688106 1,176,595 1,051,595 841.28 7,483 859.36 7.0557
2019-11-12 2019-09-30 13F KOSMOS ENERGY COM 500688106 125,000 125,000 780 6.5706
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.