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Nokomis Capital’s Greenfire Resources GFR Stock Holding History

Nokomis Capital’s Portfolio GFR Stock Details GFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1M Sell
1,751,837
-361,412
-17% -$2.08M 3.18% 11
2025
Q4 		$10.1M Buy
2,113,249
+951,524
+82% +$4.52M 2.38% 17
2025
Q3 		$5.37M Hold
1,161,725
– – 1.43% 26
2025
Q2 		$5.18M Hold
1,161,725
– – 1.72% 21
2025
Q1 		$6.82M Hold
1,161,725
– – 2.43% 13
2024
Q4 		$8.2M Sell
1,161,725
-24,000
-2% -$173K 2.92% 12
2024
Q3 		$8.83M Sell
1,185,725
-22,000
-2% -$157K 3% 11
2024
Q2 		$8.15M Buy
1,207,725
+875,000
+263% +$5.29M 2.9% 11
2024
Q1 		$1.99M Buy
+332,725
New +$1.83M 0.66% 32

Other funds holding GFR

MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $135M AUM
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $529M AUM 28.26% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return

Nokomis Capital's GFR Position: Q1 2026 in Review

Nokomis Capital reduced its Greenfire Resources (GFR) stake by 17% in Q1 2026, selling an estimated $2.08M and leaving 1,751,837 shares worth $11.1M. The position accounts for 3.18% of the portfolio, ranked #11.

Nokomis Capital first reported a position in GFR in Q1 2024 and has held it in 9 quarters since. 43 funds tracked by Wall St. Rank hold GFR as of Q1 2026.

  • Nokomis Capital held 1,751,837 shares of Greenfire Resources worth $11.1M as of Q1 2026.
  • Nokomis Capital sold 361,412 Greenfire Resources shares in Q1 2026, an estimated $2.08M.
  • Greenfire Resources made up 3.18% of Nokomis Capital's portfolio in Q1 2026, its #11 holding.
  • Nokomis Capital first reported a position in Greenfire Resources in Q1 2024 and has held it in 9 quarters since.
  • 43 funds tracked by Wall St. Rank held Greenfire Resources as of Q1 2026.

Based on Nokomis Capital's 13F filing for Q1 2026, filed 15 May 2026.