Lloyd Harbor Capital Management, LLC
Annual return '25
+39.4%
SPY '25
+17.7%
Alpha
+21.7ptsvs SPY
Invested
$244.6M
Holdings
21
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$XOM
EXXON MOBIL CORP
Q1 2026: New position (9.2k shares)
26.8%
02
$PBR
PETROLEO BRASILEIRO S A
Held since at least Q1 2024
10.5%
03
$NLR
VANECK ETF TRUST
Held since at least Q1 2024
10.1%
04
$SOLS
SOLSTICE ADVANCED MATLS INC
Held since at least Q1 2024
6.1%
05
$NXE
NEXGEN ENERGY LTD
Q3 2025: Sold 44.3% (2.51M → 1.40M shares)
5.9%
06
$CVE
CENOVUS ENERGY INC
Q2 2025: Exited (was 425.0k shares)
4.9%
07
$URG
UR-ENERGY INC
Q3 2025: Increased +1528.4% (801.4k → 13.05M shares)
3.8%
08
$RIG
TRANSOCEAN LTD
Q3 2025: Increased +185.9% (2.03M → 5.79M shares)
3.6%
09
$WY
WEYERHAEUSER CO
Held since at least Q1 2024
3.0%
10
$WLK
WESTLAKE CORPORATION
Q3 2025: New position (110.0k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:50 UTC.