Lloyd Harbor Capital Management, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$152.8B
Holdings
17
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CCOCAMECO CORP | 418,461 | $21.5B | 14.08% | |
| 2 | SHELSHELL PLC | 320,000 | $20.0B | 13.12% | |
| 3 | UREUR-ENERGY INC | 14,480,558 | $16.7B | 10.90% | |
| 4 | NXENEXGEN ENERGY LTD | 1,912,817 | $12.6B | 8.26% | |
| 5 | CVECENOVUS ENERGY INC | 600,000 | $9.1B | 5.95% | |
| 6 | HCCWARRIOR MET COAL INC | 155,000 | $8.4B | 5.50% | |
| 7 | SDRLSEADRILL 2021 LTD | 200,000 | $7.8B | 5.10% | |
| 8 | ARANTERO RESOURCES CORP | 220,000 | $7.7B | 5.05% | |
| 9 | URNMSPROTT FDS TR | 174,750 | $7.0B | 4.61% | |
| 10 | TDWTIDEWATER INC NEW | 120,414 | $6.6B | 4.31% | |
| 11 | EUENCORE ENERGY CORP | 1,784,200 | $6.1B | 3.98% | |
| 12 | U6ZURANIUM ENERGY CORP | 900,000 | $6.0B | 3.94% | |
| 13 | EQTEQT CORP | 125,000 | $5.8B | 3.77% | |
| 14 | GSMFERROGLOBE PLC | 1,475,000 | $5.6B | 3.67% | |
| 15 | BORRBORR DRILLING LTD | 1,338,380 | $5.2B | 3.42% | |
| 16 | DMLDENISON MINES CORP | 2,060,162 | $3.7B | 2.43% | |
| 17 | NXTNEXTRACKER INC | 80,000 | $2.9B | 1.91% |