FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,168.04-0.13%
XLE56.71-0.14%
STOXX50E5,860.32-0.39%
XLF51.820.05%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,789.680.10%
GSPC7,173.930.12%
Temp30°C
UV10.4
Feels34.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:49 PM

Institutional Manager · CIK 0001847935

Lloyd Harbor Capital Management, LLC

COLD SPRING HARBOR, NY · File #028-23247

Latest AUM
$207.7M
Positions
19
Top-10 Concentration
73.5%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
EXITEDGLOBAL X FDS37954Y871-850,000-$40.5M$0
NEWSOLSTICE ADVANCED MATLS INC83443Q103+345,000+$16.8M$0
ADDDENISON MINES CORPDNN+6,000,000+$16.0M-$9,000
REDUCESPROTT FDS TRSII-186,829-$10.3M-$2.7M
EXITEDLYONDELLBASELL INDUSTRIES NN53745100-180,000-$8.8M$0
REDUCEJINKOSOLAR HLDG CO LTDJKS-340,000-$8.8M+$1.2M
EXITEDWESTLAKE CORPORATION960413102-110,000-$8.5M$0
REDUCEDAQO NEW ENERGY CORPDQ-285,000-$8.4M+$640,618
NEWCELANESE CORP DELCE+190,000+$8.0M$0
NEWHONEYWELL INTL INC438516106+39,000+$7.6M$0

Sector Allocation

Energy
54.9%$114.0M
Financials
8.0%$16.6M
Technology
6.8%$14.1M
Materials
5.8%$12.1M

Filing History

Top 19 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NEXGEN ENERGY LTDNXE3,037,817$27.9M13.46%
2CAMECO CORPCCJ267,461$24.5M11.78%
3SOLSTICE ADVANCED MATLS INC83443Q103345,000$16.8M8.07%
4SPROTT FDS TRSII303,171$16.6M8.01%
5DENISON MINES CORPDNN6,100,000$16.2M7.81%
6UR-ENERGY INCURG9,900,000$13.8M6.63%
7TIDEWATER INC NEWTDGMW193,589$9.8M4.71%
8TRANSOCEAN LTDRIG2,250,000$9.3M4.48%
9VALARIS LTDVAL-WT180,000$9.1M4.37%
10JINKOSOLAR HLDG CO LTDJKS336,877$8.7M4.19%
11TRANSOCEAN LTDRIG2,000,000$8.3M3.98%
12CELANESE CORP DELCE190,000$8.0M3.87%
13SEADRILL LTDSDRL220,000$7.6M3.67%
14HONEYWELL INTL INC43851610639,000$7.6M3.66%
15VALARIS LTDVAL-WT150,000$7.6M3.64%
16NEXGEN ENERGY LTDNXE700,000$6.4M3.10%
17DAQO NEW ENERGY CORPDQ182,603$5.4M2.59%
18TRONOX HOLDINGS PLCTROX675,000$2.8M1.36%
19ADVANSIX INCASIX75,000$1.3M0.62%