John Overdeck’s Energy Fuels UUUU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.95M Sell
272,280
-1,751,065
-87% -$32.2M ﹤0.01% 2373
2026
Q1
$36.9M Buy
2,023,345
+1,145,270
+130% +$23.7M 0.03% 629
2025
Q4
$12.8M Buy
878,075
+866,975
+7,811% +$14.7M 0.02% 969
2025
Q3
$170K Buy
+11,100
New +$118K ﹤0.01% 3403
2020
Q4
Sell
-243,289
Closed -$409K 3791
2020
Q3
$409K Buy
243,289
+164,926
+210% +$284K ﹤0.01% 2381
2020
Q2
$118K Buy
+78,363
New +$125K ﹤0.01% 2766

Other funds holding UUUU

John Overdeck's UUUU Position: Q2 2026 in Review

John Overdeck reduced its Energy Fuels (UUUU) stake by 87% in Q2 2026, selling an estimated $32.2M and leaving 272,280 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

John Overdeck first reported a position in UUUU in Q2 2020 and has held it in 6 quarters since. The position peaked at $36.9M in Q1 2026. 346 funds tracked by Wall St. Rank hold UUUU as of Q2 2026.

  • John Overdeck held 272,280 shares of Energy Fuels worth $3.95M as of Q2 2026.
  • John Overdeck sold 1,751,065 Energy Fuels shares in Q2 2026, an estimated $32.2M.
  • Energy Fuels made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2373 holding.
  • John Overdeck first reported a position in Energy Fuels in Q2 2020 and has held it in 6 quarters since.
  • John Overdeck's Energy Fuels position peaked at $36.9M in Q1 2026.
  • 346 funds tracked by Wall St. Rank held Energy Fuels as of Q2 2026.

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