Stock Taper 
LLOYD HARBOR CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Transocean Ltd. | RIG | 1.08M | $5.26M |
 Uranium Royalty Corp. | UROY | 799.56K | $2.22M |
 Weyerhaeuser Company | WY | 290K | $6.94M |
 The Mosaic Company | MOS | 255K | $5.4M |
 Fermi Inc. Common Stock | FRMI | 250K | $2.29M |
 Cenovus Energy Inc. | CVE | 180K | $4.47M |
 Exxon Mobil Corporation | XOM | 62K | $8.48M |
 Occidental Petroleum Corporation | OXY | 50K | $2.43M |
 Solstice Advanced Materials Inc. | SOLS | 47.5K | $4.21M |
 Tidewater Inc. | TDW | 45K | $3M |