LLOYD HARBOR CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NXE | 3.04M | $27.94M |
 | RIG | 2.25M | $9.29M |
 | TROX | 675K | $2.81M |
 | SOLS | 345K | $16.76M |
 | JKS | 337K | $8.69M |
 | CCJ | 267K | $24.47M |
 | SDRL | 220K | $7.61M |
 | TDW | 194K | $9.78M |
 | CE | 190K | $8.03M |
 | DQ | 183K | $5.39M |
 | VAL | 180K | $9.07M |
 | ASIX | 75K | $1.30M |
 | HON | 39K | $7.61M |
NexGen Energy Ltd.
NXE
Shares Held
3.04M
Value
$27.94M
Transocean Ltd.
RIG
Shares Held
2.25M
Value
$9.29M
Tronox Holdings plc
TROX
Shares Held
675K
Value
$2.81M
Solstice Advanced Materials Inc.
SOLS
Shares Held
345K
Value
$16.76M
JinkoSolar Holding Co., Ltd.
JKS
Shares Held
337K
Value
$8.69M
Cameco Corporation
CCJ
Shares Held
267K
Value
$24.47M
Seadrill Limited
SDRL
Shares Held
220K
Value
$7.61M
Tidewater Inc.
TDW
Shares Held
194K
Value
$9.78M
Celanese Corporation
CE
Shares Held
190K
Value
$8.03M
Daqo New Energy Corp.
DQ
Shares Held
183K
Value
$5.39M
Valaris Limited
VAL
Shares Held
180K
Value
$9.07M
AdvanSix Inc.
ASIX
Shares Held
75K
Value
$1.30M
Honeywell International Inc.
HON
Shares Held
39K
Value
$7.61M