SEGRA CAPITAL MANAGEMENT, LLC — 13F holdings

SEGRA CAPITAL MANAGEMENT, LLC reported 15 holdings worth $987M in its 13F filing for Q3 2026, filed October 6, 2026.

Largest positions

  1. XE X-ENERGY INC — $222M (22.5%)
  2. CAMECO CORP — $217M (21.9%)
  3. CAMECO CORP — $156M (15.8%)
  4. GLOBAL X FDS — $99.6M (10.1%)
  5. VST VISTRA CORP — $51.7M (5.2%)
  6. BWXT BWX TECHNOLOGIES INC — $48.7M (4.9%)
  7. GFUZ General Fusion Group Ltd — $46.7M (4.7%)
  8. CEG CONSTELLATION ENERGY CORP — $44.7M (4.5%)
  9. CCJ CAMECO CORP — $34.7M (3.5%)
  10. NRG NRG Energy Inc — $18.1M (1.8%)