Lloyd Harbor Capital Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$136.5B
Holdings
18
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NXENEXGEN ENERGY LTD | 5,212,817 | $23.4B | 17.15% | Call |
| 2 | CCOCAMECO CORP | 442,461 | $18.2B | 13.34% | |
| 3 | U6ZURANIUM ENERGY CORP | 2,400,000 | $11.5B | 8.41% | |
| 4 | SUSUNCOR ENERGY INC NEW | 235,000 | $9.1B | 6.67% | |
| 5 | DMLDENISON MINES CORP | 6,410,162 | $8.3B | 6.11% | |
| 6 | ARANTERO RESOURCES CORP | 200,000 | $8.1B | 5.93% | |
| 7 | EQTEQT CORP | 125,000 | $6.7B | 4.89% | |
| 8 | EXEEXPAND ENERGY CORPORATION | 59,000 | $6.6B | 4.81% | |
| 9 | CVECENOVUS ENERGY INC | 425,000 | $5.9B | 4.33% | |
| 10 | DQDAQO NEW ENERGY CORP | 320,000 | $5.8B | 4.25% | |
| 11 | HCCWARRIOR MET COAL INC | 113,124 | $5.4B | 3.96% | |
| 12 | CNRCORE NATURAL RESOURCES INC | 65,000 | $5.0B | 3.67% | |
| 13 | URAGLOBAL X FDS | 200,000 | $4.6B | 3.36% | |
| 14 | TDWTIDEWATER INC NEW | 100,000 | $4.2B | 3.10% | |
| 15 | UREUR-ENERGY INC | 5,686,028 | $3.8B | 2.81% | |
| 16 | SDRLSEADRILL LTD | 150,000 | $3.8B | 2.75% | |
| 17 | NXTNEXTRACKER INC | 75,000 | $3.2B | 2.32% | |
| 18 | VALVALARIS LTD | 75,000 | $2.9B | 2.16% |