Lloyd Harbor Capital Management, LLC: 13F holdings
CIK 18479352026Q2
| Positions | 16 |
|---|---|
| Reported value | $97.2m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPROTT FDS TR | 219,471 | $11.5m | 11.9% |
| URA GLOBAL X FDS | 260,000 | $11.4m | 11.7% |
| EXXON MOBIL CORP | 62,000 | $8.5m | 8.7% |
| WY WEYERHAEUSER CO | 290,000 | $6.9m | 7.1% |
| UR-ENERGY INC | 4,976,507 | $6.8m | 7.0% |
| WFG WEST FRASER TIMBER CO LTD | 85,000 | $5.8m | 5.9% |
| MOS MOSAIC CO | 255,000 | $5.4m | 5.6% |
| TRANSOCEAN LTD | 1,075,100 | $5.3m | 5.4% |
| DNN DENISON MINES CORP | 1,550,000 | $4.7m | 4.9% |
| CVE CENOVUS ENERGY INC | 180,000 | $4.5m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1847935")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.