FBInvestor
Funds / Lloyd Harbor Capital Management, LLC
Institutional Fund

Lloyd Harbor Capital Management, LLC

Cold Spring Harbor, NYCIK 18479355 filings on record

Portfolio Value
$193.16M
Q1 2026
Holdings
20
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+4.2%
from $185.39M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

Upgrade

Top Allocations

Largest positions by weight

  • Exxon Mobil Corp19.1%
  • Vaneck ETF Trust12.8%
  • Petroleo Brasileiro SA Petro7.9%
  • Nexgen Energy Ltd7.4%
  • Ur-Energy Inc4.8%
  • Cenovus Energy Inc4.8%
  • Other43.2%

Portfolio Holdings

20 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Exxon Mobil Corp217.0K$36.82M19.1%+217.0KNew
2Vaneck ETF Trust185.0K$24.64M12.8%+185.0KNew
3Petroleo Brasileiro SA Petro740.0K$15.36M7.9%+740.0KNew
4Nexgen Energy Ltd1.24M$14.36M7.4%1.80MReduced
5Ur-Energy Inc6.26M$9.32M4.8%3.64MReduced
6Cenovus Energy Inc350.0K$9.29M4.8%+350.0KNew
7Transocean Ltd1.32M$8.78M4.5%925.1KReduced
8Solstice Advanced Matls Inc97.5K$7.43M3.8%247.5KReduced
9Weyerhaeuser Co Mtn Be300.0K$7.33M3.8%+300.0KNew
10Westlake Corporation62.0K$7.24M3.7%+62.0KNew

10 more holdings on Premium

See this fund's complete portfolio, full position changes, and activity history.

Unlock full portfolio