Lloyd Harbor Capital Management, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Lloyd Harbor Capital Management, Llc disclosed 16 stock positions valued at approximately $85.71M as of quarter-end June 30, 2026. The largest holdings include SPROTT FDS TR, GLOBAL X FDS, and EXXON MOBIL CORP.

Report Period
June 30, 2026
No. of Stocks
16
Portfolio Value
$85.71M
Holdings by Sector
Lloyd Harbor Capital Management, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPROTT FDS TRURNMOther13.47%219,471+150,000+215.92%$11,541,980
GLOBAL X FDSURAOther13.26%260,000+260,000+100.00%$11,362,000
EXXON MOBIL CORPXOMEnergy9.89%62,000-155,000-71.43%$8,476,640
WEYERHAEUSER COWYReal Estate8.10%290,000-10,000-3.33%$6,942,600
UR-ENERGY INCURGEnergy7.90%4,976,507-1,279,200-20.45%$6,768,050
WEST FRASER TIMBER CO LTDWFGBasic Materials6.71%85,000+85,000+100.00%$5,753,650
MOSAIC COMOSBasic Materials6.30%255,000+255,000+100.00%$5,403,450
TRANSOCEAN LTDRIGEnergy6.13%1,075,100-249,800-18.85%$5,257,239
DENISON MINES CORPDNNEnergy5.53%1,550,000+650,000+72.22%$4,743,000
CENOVUS ENERGY INCCVEEnergy5.21%180,000-170,000-48.57%$4,465,800
SOLSTICE ADVANCED MATLS INCSOLSOther4.91%47,500-50,000-51.28%$4,208,500
TIDEWATER INC NEWTDWEnergy3.50%45,000-148,589-76.75%$2,998,350
OCCIDENTAL PETE CORPOXYEnergy2.83%50,000+50,000+100.00%$2,428,500
FERMI INCFRMIOther2.67%250,000+250,000+100.00%$2,290,000
URANIUM RTY CORPUROYEnergy2.59%799,557+799,557+100.00%$2,222,768
SOLV ENERGY INCMWHOther0.99%25,000+25,000+100.00%$851,250
Showing 16 of 16 holdings in the latest reporting period.
Lloyd Harbor Capital Management, Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026MOSMosaic Company (The)CALL375,000$7,946,250
Q2 2026DNNDenison Mines CorpCALL1,150,000$3,519,000
Showing 2 of 2 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.

Lloyd Harbor Capital Management, Llc Portfolio Stock Holdings | InsiderSet