HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NEXGEN ENERGY LTD |
3,323,065 | -1,653,515 | $23,261 |
| NXE | 3,323,065 | -1,653,515 | $23,261 |
| TIDEWATER INC NEW |
304,377 | -58,626 | $21,949 |
| TDW | 304,377 | -58,626 | $21,949 |
| UR ENERGY INC |
10,167,791 | +1,475,000 | $15,658 |
| URG | 10,167,791 | +1,475,000 | $15,658 |
| VALARIS LTD |
213,715 | +123,715 | $14,654 |
| VAL | 213,715 | +123,715 | $14,654 |
| DENISON MINES CORP |
7,876,758 | -3,522,237 | $13,942 |
| DNN | 7,876,758 | -3,522,237 | $13,942 |
| BORR DRILLING LTD |
1,168,265 | -150,000 | $8,598 |
| BORR | 1,168,265 | -150,000 | $8,598 |
| EXXON MOBIL CORP |
80,000 | +80,000 | $7,998 |
| XOM | 80,000 | +80,000 | $7,998 |
| BARRICK GOLD CORP |
440,000 | +440,000 | $7,960 |
| GOLD | 440,000 | +440,000 | $7,960 |
| AGNICO EAGLE MINES LTD |
145,000 | +145,000 | $7,953 |
| AEM | 145,000 | +145,000 | $7,953 |
| SEADRILL 2021 LTD |
161,900 | -20,000 | $7,655 |
| SDRL | 161,900 | -20,000 | $7,655 |
| VITAL ENERGY INC |
131,784 | -7,053 | $5,995 |
| VTLE | 131,784 | -7,053 | $5,995 |
| ALCOA CORP |
170,000 | +170,000 | $5,780 |
| AA | 170,000 | +170,000 | $5,780 |
| LSB INDS INC |
567,612 | +567,612 | $5,284 |
| LXU | 567,612 | +567,612 | $5,284 |
| SIBANYE STILLWATER LTD |
905,000 | +60,000 | $4,914 |
| SBSW | 905,000 | +60,000 | $4,914 |
| SANDRIDGE ENERGY INC |
346,074 | -1,000 | $4,731 |
| SD | 346,074 | -1,000 | $4,731 |
| URANIUM ENERGY CORP |
300,000 | -1,546,248 | $1,920 |
| UEC | 300,000 | -1,546,248 | $1,920 |
See Full List: All Stocks Held By Lloyd Harbor Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lloyd Harbor Capital Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $166,872 At 09/30/2023: $261,064 Lloyd Harbor Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lloyd Harbor Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
