AI Analysis · Q4 2025 · Q4 2025
Comprehensive Analysis of Lloyd Harbor Capital Management 13F Filing
Portfolio Overview
Lloyd Harbor Capital Management executed a significant expansion and strategic pivot during the quarter ending September 30, 2025. The total portfolio value surged by 54.9%, growing from $152.46M to $236.12M. This growth was driven by a combination of aggressive capital deployment and strong market performance in existing positions. The portfolio remains highly concentrated, comprising only ...
Quarter at a glance — Q4 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2025.
Filing history
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