Lloyd Harbor Capital Management, LLC — 13F Holdings & Portfolio

CIK 1847935 · latest 13F-HR filed 2026-05-15

Lloyd Harbor Capital Management, LLC manages $244.6M in 13F-reported U.S. long-equity assets across 26 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are XOM (15.05%), XOM (11.79%), NLR (10.07%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 8, added to 1, and trimmed 7.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$244.6M

Long-equity book

Holdings

26

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+12 / −8 / ↑1 / ↓7

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANSIX INC$5.8M +445.4%
Show all 1

Top Trims

  • CAMECO CORP-$21.5M -87.8%
  • NEXGEN ENERGY LTD-$13.6M -48.6%
  • DENISON MINES CORP-$13.0M -80.4%
  • SPROTT FDS TR-$12.3M -73.6%
  • SOLSTICE ADVANCED MATLS INC-$9.3M -55.7%
Show all 7

New Positions

  • EXXON MOBIL CORP$36.8M
  • VANECK ETF TRUST$24.6M
  • PETROLEO BRASILEIRO S A$15.4M
  • CENOVUS ENERGY INC$9.3M
  • WEYERHAEUSER CO$7.3M
Show all 12

Exited Positions

  • TIDEWATER INC NEW$9.8M
  • VALARIS LTD$9.1M
  • JINKOSOLAR HLDG CO LTD$8.7M
  • CELANESE CORP DEL$8.0M
  • SEADRILL LTD$7.6M
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EXXON MOBIL CORP XOM 30231G102 $36.8M 15.05% 217,000 SH
2 EXXON MOBIL CORP Put XOM 30231G102 $28.8M 11.79% 170,000 SH
3 VANECK ETF TRUST NLR 92189F601 $24.6M 10.07% 185,000 SH
4 PETROLEO BRASILEIRO S A PBR 71654V408 $15.4M 6.28% 740,000 SH
5 NEXGEN ENERGY LTD NXE 65340P106 $14.4M 5.87% 1,237,817 SH
6 PETROLEO BRASILEIRO S A Put PBR 71654V408 $10.4M 4.24% 500,000 SH
7 UR-ENERGY INC URG 91688R108 $9.3M 3.81% 6,255,707 SH
8 CENOVUS ENERGY INC CVE 15135U109 $9.3M 3.80% 350,000 SH
9 TRANSOCEAN LTD RIG H8817H100 $8.8M 3.59% 1,324,900 SH
10 SOLSTICE ADVANCED MATLS INC SOLS 83443Q103 $7.4M 3.04% 97,500 SH
11 SOLSTICE ADVANCED MATLS INC Put SOLS 83443Q103 $7.4M 3.02% 97,000 SH
12 WEYERHAEUSER CO WY 962166104 $7.3M 3.00% 300,000 SH
13 WESTLAKE CORPORATION WLK 960413102 $7.2M 2.96% 62,000 SH
14 AVIENT CORPORATION AVNT 05368V106 $7.1M 2.89% 195,000 SH
15 ADVANSIX INC ASIX 00773T101 $7.1M 2.89% 290,000 SH
16 URANIUM ENERGY CORP UEC 916896103 $6.8M 2.76% 500,000 SH
17 OLIN CORP OLN 680665205 $6.5M 2.67% 220,000 SH
18 EASTMAN CHEM CO EMN 277432100 $6.0M 2.43% 78,000 SH
19 CRESCENT ENERGY COMPANY CRGY 44952J104 $4.8M 1.96% 355,000 SH
20 SPROTT FDS TR URNM 85208P303 $4.4M 1.79% 69,471 SH
21 SLB LIMITED SLB 806857108 $3.9M 1.58% 75,287 SH
22 DENISON MINES CORP DNN 248356107 $3.2M 1.30% 900,000 SH
23 CAMECO CORP CCJ 13321L108 $3.0M 1.22% 27,461 SH
24 CENOVUS ENERGY INC Put CVE 15135U109 $2.7M 1.08% 100,000 SH
25 CHEMOURS CO Put CC 163851108 $1.7M 0.68% 75,000 SH
26 DENISON MINES CORP Call DNN 248356107 $529.5K 0.22% 150,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $244.6M 26 0001214659-26-006460
2025-12-31 2026-02-17 $207.7M 19 0001214659-26-001971
2025-09-30 2025-11-14 $256.7M 18 0001214659-25-016626