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Marsico Capital Management’s Centrus Energy LEU Stock Holding History

Marsico Capital Management’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
Q1 		– Sell
-55,057
Closed -$13.4M – 71
2025
Q4 		$13.4M Buy
55,057
+14,730
+37% +$4.45M 0.37% 43
2025
Q3 		$12.5M Buy
+40,327
New +$8.92M 0.32% 51

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VCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marsico Capital Management's LEU Position: Q1 2026 in Review

Marsico Capital Management sold out of Centrus Energy (LEU) in Q1 2026, closing a stake of 55,057 shares — an estimated $13.4M sold.

Marsico Capital Management first reported a position in LEU in Q3 2025 and held it in 2 quarters. The position peaked at $13.4M in Q4 2025. 393 funds tracked by Wall St. Rank hold LEU as of Q1 2026.

  • Marsico Capital Management reported no remaining Centrus Energy position as of Q1 2026 after selling out during the quarter.
  • Marsico Capital Management sold 55,057 Centrus Energy shares in Q1 2026, an estimated $13.4M.
  • Marsico Capital Management first reported a position in Centrus Energy in Q3 2025 and held it in 2 quarters.
  • Marsico Capital Management's Centrus Energy position peaked at $13.4M in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Centrus Energy as of Q1 2026.

Based on Marsico Capital Management's 13F filing for Q1 2026, filed 13 May 2026.