Mountaineer Partners Management’s NexGen Energy NXE Stock Holding History

Mountaineer Partners Management’s Portfolio NXE Stock Details NXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-538,042	Closed	-$4.95M	–	17
2025 Q4	$4.95M	Sell	538,042 -26,465	-5%	-$234K	2.77%	14
2025 Q3	$5.05M	Hold	564,507	–	–	2.94%	15
2025 Q2	$3.92M	Hold	564,507	–	–	2.59%	16
2025 Q1	$2.53M	Hold	564,507	–	–	2.43%	14
2024 Q4	$3.73M	Hold	564,507	–	–	2.73%	15
2024 Q3	$3.69M	Sell	564,507 -14,510	-3%	-$90.1K	2.3%	14
2024 Q2	$4.04M	Buy	579,017 +73,535	+15%	+$563K	2.1%	15
2024 Q1	$3.93M	Hold	505,482	–	–	1.81%	15
2023 Q4	$3.54M	Hold	505,482	–	–	1.8%	14
2023 Q3	$3.02M	Buy	505,482 +12,551	+3%	+$65K	1.93%	13
2023 Q2	$2.32M	Hold	492,931	–	–	1.28%	14
2023 Q1	$1.89M	Hold	492,931	–	–	1.37%	13
2022 Q4	$2.18M	Sell	492,931 -37,363	-7%	-$156K	2.07%	9
2022 Q3	$1.95M	Hold	530,294	–	–	2.46%	6
2022 Q2	$1.9M	Hold	530,294	–	–	1.92%	9
2022 Q1	$3M	Hold	530,294	–	–	1.65%	14
2021 Q4	$2.32M	Buy	530,294 +25,294	+5%	+$130K	1.26%	17
2021 Q3	$2.39M	Buy	+505,000	New	+$2.23M	1.56%	16

Other funds holding NXE

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Mountaineer Partners Management's NXE Position: Q1 2026 in Review

Mountaineer Partners Management sold out of NexGen Energy (NXE) in Q1 2026, closing a stake of 538,042 shares — an estimated $4.95M sold.

Mountaineer Partners Management first reported a position in NXE in Q3 2021 and held it in 18 quarters. The position peaked at $5.05M in Q3 2025. 285 funds tracked by Wall St. Rank hold NXE as of Q1 2026.

Mountaineer Partners Management reported no remaining NexGen Energy position as of Q1 2026 after selling out during the quarter.
Mountaineer Partners Management sold 538,042 NexGen Energy shares in Q1 2026, an estimated $4.95M.
Mountaineer Partners Management first reported a position in NexGen Energy in Q3 2021 and held it in 18 quarters.
Mountaineer Partners Management's NexGen Energy position peaked at $5.05M in Q3 2025.
285 funds tracked by Wall St. Rank held NexGen Energy as of Q1 2026.

Based on Mountaineer Partners Management's 13F filing for Q1 2026, filed 15 May 2026.