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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
Q2 		$9.11M Sell
1,612,581
-139,256
-8% -$828K 3.14% 11
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 $224M AUM 42.2% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $782M AUM 62.56% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $525M AUM 24.1% 1-Year Est. Return

Nokomis Capital's GFR Position: Q2 2026 in Review

Nokomis Capital reduced its Greenfire Resources (GFR) stake by 7.9% in Q2 2026, selling an estimated $828K and leaving 1,612,581 shares worth $9.11M. The position accounts for 3.14% of the portfolio, ranked #11.

Nokomis Capital first reported a position in GFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.1M in Q1 2026. 54 funds tracked by Wall St. Rank hold GFR as of Q2 2026.

  • Nokomis Capital held 1,612,581 shares of Greenfire Resources worth $9.11M as of Q2 2026.
  • Nokomis Capital sold 139,256 Greenfire Resources shares in Q2 2026, an estimated $828K.
  • Greenfire Resources made up 3.14% of Nokomis Capital's portfolio in Q2 2026, its #11 holding.
  • Nokomis Capital first reported a position in Greenfire Resources in Q1 2024 and has held it in 10 quarters since.
  • Nokomis Capital's Greenfire Resources position peaked at $11.1M in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Greenfire Resources as of Q2 2026.

Based on Nokomis Capital's 13F filing for Q2 2026, filed 14 Aug 2026.