Mount Lucas Management
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Mount Lucas Management’s Terrestrial Energy IMSR Stock Holding History

Mount Lucas Management’s Portfolio IMSR Stock Details IMSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$658K Buy
93,000
+41,500
+81% +$307K 0.23% 129
2026
Q1 		$309K Buy
51,500
+11,500
+29% +$91.2K 0.11% 151
2025
Q4 		$244K Buy
+40,000
New +$535K 0.1% 165

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LMR Partners
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Mount Lucas Management's IMSR Position: Q2 2026 in Review

Mount Lucas Management increased its Terrestrial Energy (IMSR) stake by 81% in Q2 2026, buying an estimated $307K and bringing the position to 93,000 shares worth $658K. The position accounts for 0.23% of the portfolio, ranked #129.

Mount Lucas Management first reported a position in IMSR in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold IMSR as of Q2 2026.

  • Mount Lucas Management held 93,000 shares of Terrestrial Energy worth $658K as of Q2 2026.
  • Mount Lucas Management bought 41,500 Terrestrial Energy shares in Q2 2026, an estimated $307K.
  • Terrestrial Energy made up 0.23% of Mount Lucas Management's portfolio in Q2 2026, its #129 holding.
  • Mount Lucas Management first reported a position in Terrestrial Energy in Q4 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Terrestrial Energy as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.