Lloyd Harbor Capital Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Lloyd Harbor Capital Management, LLC held in its portfolio 16 assets valued at $207,653,215 (i.e. $207.65M).

The most valuable assets in the portfolio included: NEXGEN ENERGY LTD ($34.39M), CAMECO CORP ($24.47M), and TRANSOCEAN LTD ($17.55M).

The chart below shows the top 10 valuable assets, and the table below shows the top 16 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Lloyd Harbor Capital Management, LLC Portfolio

NEXGEN ENERGY LTD

CAMECO CORP

TRANSOCEAN LTD

SOLSTICE ADVANCED MATLS INC

SPROTT FDS TR

VALARIS LTD

DENISON MINES CORP

UR-ENERGY INC

TIDEWATER INC NEW

JINKOSOLAR HLDG CO LTD

Lloyd Harbor Capital Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
NEXGEN ENERGY LTD	3737817	34384828	COM
CAMECO CORP	267461	24470007	COM
TRANSOCEAN LTD	4250000	17552500	REGISTERED SHS
SOLSTICE ADVANCED MATLS INC	345000	16760100	COM SHS
SPROTT FDS TR	303171	16641056	URANIUM MINERS E
VALARIS LTD	330000	16632000	CL A
DENISON MINES CORP	6100000	16226000	COM
UR-ENERGY INC	9900000	13761000	COM
TIDEWATER INC NEW	193589	9778180	COM
JINKOSOLAR HLDG CO LTD	336877	8694795	SPONSORED ADR
CELANESE CORP DEL	190000	8033200	COM
SEADRILL LTD	220000	7612000	COM
HONEYWELL INTL INC	39000	7608510	COM
DAQO NEW ENERGY CORP	182603	5386789	SPNSRD ADS NEW
TRONOX HOLDINGS PLC	675000	2814750	SHS
ADVANSIX INC	75000	1297500	COM