Lloyd Harbor Capital Management, LLC 13F Holdings
CIK 0001847935 · COLD SPRING HARBOR, NY
As of Sep 30, 2025, Lloyd Harbor Capital Management, LLC reported 15 positions worth $256.7M in its SEC Form 13F filing.
Top 15 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| GLOBAL X URANIUM ETF | URA | — | 850,000 | $40.5M | 15.78% |
| NEXGEN ENERGY LTD | NXE | Basic Materials | 4,187,817 | $37.5M | 14.60% |
| SPROTT URANIUM MINERS ETF | URNM | — | 490,000 | $29.6M | 11.54% |
| UR-ENERGY INC | URG | Basic Materials | 13,050,000 | $23.4M | 9.10% |
| CAMECO CORP | CCO | Basic Materials | 217,461 |