Lloyd Harbor Capital Management, LLC — 13F holdings

Lloyd Harbor Capital Management, LLC reported 18 holdings worth $97.2M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MOS MOSAIC CO NEW — $13.3M (13.7%)
2. URNM SPROTT FDS TR — $11.5M (11.9%)
3. URA GLOBAL X FDS — $11.4M (11.7%)
4. XOM Exxon Mobil Corp — $8.48M (8.7%)
5. DNN DENISON MINES CORP — $8.26M (8.5%)
6. WY WEYERHAEUSER CO MTN BE — $6.94M (7.1%)
7. URG UR-ENERGY INC — $6.77M (7.0%)
8. WFG WEST FRASER TIMBER CO LTD — $5.75M (5.9%)
9. RIG TRANSOCEAN LTD — $5.26M (5.4%)
10. CVE Cenovus Energy Inc — $4.47M (4.6%)