A major contract win and improving profitability may explain why one fund has made NESR its largest holding.Florida-based GeoSphere Capital Management reported in its Form 13F filed on November 14 that it increased its position in National Energy Services Reunited Corp. by 481,228 shares during the third quarter, resulting in a $9.2 million increase in position value.What HappenedAccording to a Securities and Exchange Commission (SEC) filing dated November 14, GeoSphere Capital Management increased its stak ...