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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 		$1.59M Sell
9,500
-36,800
-79% -$6.88M ﹤0.01% 3208
2026
Q1 		$8.04M Buy
46,300
+29,300
+172% +$7.07M 0.01% 1576
2025
Q4 		$4.13M Buy
17,000
+12,000
+240% +$3.62M 0.01% 1882
2025
Q3 		$1.55M Buy
+5,000
New +$1.11M ﹤0.01% 2297

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.