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Lloyd Harbor Capital Management, LLC 13F holdings

Filed 2026-08-14 · Lloyd Harbor Capital Management, LLC · 18 positions · $97.2M

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TickerCompanySharesValue% of portfolio
URNMSPROTT FDS TR219.5K$11.5M11.9%
URAGLOBAL X FDS260.0K$11.4M11.7%
EXMOCEXXON MOBIL CORP62.0K$8.5M8.7%
MOSMOSAIC CO375.0K$7.9M8.2%
WYWEYERHAEUSER CO290.0K$6.9M7.1%
URGUR-ENERGY INC5.0M$6.8M7.0%
WFGWEST FRASER TIMBER CO LTD85.0K$5.8M5.9%
MOSMOSAIC CO255.0K$5.4M5.6%
—TRANSOCEAN LTD1.1M$5.3M5.4%
DNNDENISON MINES CORP1.6M$4.7M4.9%
CVECENOVUS ENERGY INC180.0K$4.5M4.6%
SOLSSOLSTICE ADVANCED MATLS INC47.5K$4.2M4.3%
DNNDENISON MINES CORP1.1M$3.5M3.6%
TDWTIDEWATER INC NEW45.0K$3.0M3.1%
OXYOCCIDENTAL PETE CORP50.0K$2.4M2.5%
FRMIFERMI INC250.0K$2.3M2.4%
—URANIUM RTY CORP799.6K$2.2M2.3%
MWHSOLV ENERGY INC25.0K$851,2500.9%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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