Holdings
Lloyd Harbor Capital Management, LLC
As of Jun 30, 2026, Lloyd Harbor Capital Management, LLC reported 13 positions worth US$57.6M. Largest: Exxon Mobil Corporation, Weyerhaeuser Company and Ur-energy Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Exxon Mobil Corporation | 62,000 | US$8.48M | held for review | Jun 30, 2026 |
| Weyerhaeuser Company | 290K | US$6.94M | held for review | Jun 30, 2026 |
| Ur-energy Inc. | 4.98M | US$6.77M | held for review | Jun 30, 2026 |
| West Fraser Timber Co. Ltd. | 85,000 | US$5.75M | held for review | Jun 30, 2026 |
| Mosaic Company (the) | 255K | US$5.4M | held for review | Jun 30, 2026 |
| Denison Mines Corp. | 1.55M | US$4.74M | held for review | Jun 30, 2026 |
| Cenovus Energy Inc. | 180K | US$4.47M | held for review | Jun 30, 2026 |
| Solstice Advanced Materials Inc. | 47,500 | US$4.21M | held for review | Jun 30, 2026 |
| Tidewater Inc. | 45,000 | US$3M | held for review | Jun 30, 2026 |
| Occidental Petroleum Corporation | 50,000 | US$2.43M | held for review | Jun 30, 2026 |