LLOYD HARBOR CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NXE | 3.49M | $31.22M |
 | RIG | 2.90M | $9.03M |
 | EU | 1.90M | $6.10M |
 | JKS | 677K | $16.27M |
 | DQ | 468K | $13.15M |
 | VAL | 280K | $13.66M |
 | SDRL | 275K | $8.31M |
 | CCJ | 217K | $18.24M |
 | TDW | 194K | $10.32M |
 | LYB | 180K | $8.83M |
 | WLK | 110K | $8.48M |
NexGen Energy Ltd.
NXE
Shares Held
3.49M
Value
$31.22M
Transocean Ltd.
RIG
Shares Held
2.90M
Value
$9.03M
enCore Energy Corp.
EU
Shares Held
1.90M
Value
$6.10M
JinkoSolar Holding Co., Ltd.
JKS
Shares Held
677K
Value
$16.27M
Daqo New Energy Corp.
DQ
Shares Held
468K
Value
$13.15M
Valaris Limited
VAL
Shares Held
280K
Value
$13.66M
Seadrill Limited
SDRL
Shares Held
275K
Value
$8.31M
Cameco Corporation
CCJ
Shares Held
217K
Value
$18.24M
Tidewater Inc.
TDW
Shares Held
194K
Value
$10.32M
LyondellBasell Industries N.V.
LYB
Shares Held
180K
Value
$8.83M
Westlake Corporation
WLK
Shares Held
110K
Value
$8.48M