Which hedge funds own LEU? CENTRUS ENERGY CORP, Q2 2026 13F holders
33 tracked hedge funds disclosed a position in LEU (CENTRUS ENERGY CORP) in their Q2 2026 13F filings, worth $191.0m in total. The largest holder by portfolio weight is TB Alternative Assets Ltd. at 2.1% of its book. 5 opened a new position this quarter: Atom Investors LP, Fox Run Management, L.L.C., Numerai GP LLC, Voleon Capital Management LP. 16 exited: MYDA Advisors LLC, CloudAlpha Capital Management Limited/Hong Kong, Bayforest Capital Ltd.
- 33
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 5
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 16
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $3.0m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $23.4m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $191m
- Combined value Sum of the holders' reported positions in the security.
- 2.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| MYDA Advisors LLC | 1.4% | $6.1m |
| CloudAlpha Capital Management Limited/Hong Kong | 0.5% | $4.7m |
| Bayforest Capital Ltd | 0.2% | $198k |
| Scientech Research LLC | 0.2% | $263k |
| Intrinsic Edge Capital Management LLC | 0.2% | $1.0m |
| Aquatic Capital Management LLC | 0.1% | $4.1m |
| Entropy Technologies, LP | 0.05% | $1.0m |
| Keystone Investors Pte Ltd | 0.04% | $405k |
| SummitTX Capital, L.P. | 0.04% | $1.1m |
| Qsemble Capital Management, LP | 0.02% | $246k |
| Parallax Volatility Advisers, L.P. | 0.02% | $381k |
| Jain Global LLC | 0.01% | $782k |
| Point72 Asset Management, L.P. | 0.01% | $3.0m |
| Caption Management, LLC | 0.0% | $34.7k |
| Elequin Capital, LP | 0.0% | $16.0k |
| CVA Family Office, LLC | 0.0% | $1.7k |
Ownership over time
Who discovered LEU first? Beta
The run: Q3 2024 → Q3 2025, +465%
| Anatole Investment Management Ltd high conviction | Q4 2024 | – | +15.2 pts |
| CloudAlpha Capital Management Limited/Hong Kong high conviction | Q4 2024 | – | +9.3 pts |
| Arosa Capital Management LP | Q4 2024 | – | +4.5 pts |
| Boundary Creek Advisors LP high conviction | Q2 2024 | 11.2% | +3.2 pts |
| TB Alternative Assets Ltd. | Q4 2024 | – | +2.5 pts |
| Discovery Capital Management, LLC | Q4 2023 | 1.0% | 0.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.