account_balance
Investment manager · 13F filer · SEC CIK 1847935
Lloyd Harbor Capital Management, LLC
Reported value$85.7Mas of Jun 30, 2026
Positions16 8 new, 12 sold out
Top 10 weight82.5%URNM alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
URNMSprott FDS Tr
13.5%Added +216%
URAGlobal X FDS
13.3%New
XOMExxonMobil Holdings Corp
9.9%Trimmed −71%
WYWeyerhaeuser Co
8.1%Trimmed −3%
URGUr-Energy Inc
7.9%Trimmed −20%
WFGWest Fraser Timber Co., Ltd
6.7%New
MOSMosaic Co
6.3%New
RIGTransocean Ltd.
6.1%Trimmed −19%
DNNDenison Mines Corp.
5.5%Added +72%
CVECenovus Energy Inc.
5.2%Trimmed −49%
SOLSSolstice Advanced Materials Inc.
4.9%Trimmed −51%
TDWTidewater Inc
3.5%New
URNMSprott FDS Tr
13.5%Added +216%
URAGlobal X FDS
13.3%New
XOMExxonMobil Holdings Corp
9.9%−71%
WYWeyerhaeuser Co
8.1%−3%
URGUr-Energy Inc
7.9%−20%
WFGWest Fraser Timber Co., Ltd
6.7%
MOSMosaic Co
6.3%
RIGTransocean Ltd.
6.1%
DNNDenison Mines Corp.
5.5%
CVE5.2%SOLS4.9%TDWBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
URNM Sprott FDS Tr 13.5% Added +216%
URA Global X FDS 13.3% New
XOM ExxonMobil Holdings Corp 9.9% Trimmed −71%WY Weyerhaeuser Co 8.1% Trimmed −3%URG Ur-Energy Inc 7.9% Trimmed −20%WFG West Fraser Timber Co., Ltd 6.7% NewMOS Mosaic Co 6.3% NewRIG Transocean Ltd. 6.1% Trimmed −19%DNN Denison Mines Corp. 5.5% Added +72%CVE Cenovus Energy Inc. 5.2% Trimmed −49%SOLS Solstice Advanced Materials Inc. 4.9% Trimmed −51%TDW Tidewater Inc 3.5% NewWhat changed
Biggest moves since Mar 31, 2026
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