SIR Capital Management’s Centrus Energy LEU Stock Holding History

SIR 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 Q2	$3.5M	Buy	20,821 +12,653	+155%	+$2.36M	0.4%	60
2026 Q1	$1.42M	Buy	8,168 +3,400	+71%	+$820K	0.13%	76
2025 Q4	$1.16M	Sell	4,768 -16,464	-78%	-$4.97M	0.13%	75
2025 Q3	$6.58M	Buy	+21,232	New	+$4.7M	0.59%	48
2025 Q2	–	Sell	-19,834	Closed	-$1.23M	–	95
2025 Q1	$1.23M	Buy	+19,834	New	+$1.67M	0.11%	66

Other funds holding LEU

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SIR Capital Management's LEU Position: Q2 2026 in Review

SIR Capital Management increased its Centrus Energy (LEU) stake by 155% in Q2 2026, buying an estimated $2.36M and bringing the position to 20,821 shares worth $3.5M. The position accounts for 0.4% of the portfolio, ranked #60.

SIR Capital Management first reported a position in LEU in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.58M in Q3 2025. 377 funds tracked by Wall St. Rank hold LEU as of Q2 2026.

SIR Capital Management held 20,821 shares of Centrus Energy worth $3.5M as of Q2 2026.
SIR Capital Management bought 12,653 Centrus Energy shares in Q2 2026, an estimated $2.36M.
Centrus Energy made up 0.4% of SIR Capital Management's portfolio in Q2 2026, its #60 holding.
SIR Capital Management first reported a position in Centrus Energy in Q1 2025 and has held it in 5 quarters since.
SIR Capital Management's Centrus Energy position peaked at $6.58M in Q3 2025.
377 funds tracked by Wall St. Rank held Centrus Energy as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.