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John Overdeck’s Centrus Energy LEU Stock Holding History

John Overdeck’s Portfolio LEU Stock Details LEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.5M Buy
235,301
+100,527
+75% +$18.8M 0.03% 667
2026
Q1 		$23.4M Buy
134,774
+102,501
+318% +$24.7M 0.02% 862
2025
Q4 		$7.83M Sell
32,273
-86,085
-73% -$26M 0.01% 1299
2025
Q3 		$36.7M Sell
118,358
-240,095
-67% -$53.1M 0.05% 414
2025
Q2 		$65.7M Buy
358,453
+231,036
+181% +$24.7M 0.12% 220
2025
Q1 		$7.93M Buy
127,417
+47,545
+60% +$4.01M 0.02% 866
2024
Q4 		$5.32M Buy
79,872
+72,204
+942% +$5.63M 0.01% 1066
2024
Q3 		$421K Buy
+7,668
New +$321K ﹤0.01% 2546
2023
Q2 		– Sell
-6,642
Closed -$214K – 3154
2023
Q1 		$214K Buy
+6,642
New +$255K ﹤0.01% 2532
2016
Q2 		– Sell
-28,320
Closed -$128K – 3068
2016
Q1 		$128K Buy
+28,320
New +$49.5K ﹤0.01% 2665

Other funds holding LEU

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

John Overdeck's LEU Position: Q2 2026 in Review

John Overdeck increased its Centrus Energy (LEU) stake by 75% in Q2 2026, buying an estimated $18.8M and bringing the position to 235,301 shares worth $39.5M. The position accounts for 0.03% of the portfolio, ranked #667.

John Overdeck first reported a position in LEU in Q1 2016 and has held it in 10 quarters since. The position peaked at $65.7M in Q2 2025. 374 funds tracked by Wall St. Rank hold LEU as of Q2 2026.

  • John Overdeck held 235,301 shares of Centrus Energy worth $39.5M as of Q2 2026.
  • John Overdeck bought 100,527 Centrus Energy shares in Q2 2026, an estimated $18.8M.
  • Centrus Energy made up 0.03% of John Overdeck's portfolio in Q2 2026, its #667 holding.
  • John Overdeck first reported a position in Centrus Energy in Q1 2016 and has held it in 10 quarters since.
  • John Overdeck's Centrus Energy position peaked at $65.7M in Q2 2025.
  • 374 funds tracked by Wall St. Rank held Centrus Energy as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.