SEGRA CAPITAL MANAGEMENT, LLC

data from 31/03/2026

Capitalization

$ 247.975 M

75.77%

Performance

$ 183.852 M

86.85%

Average holding period

3 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SEGRA CAPITAL MANAGEMENT, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 AMTM AMENTUM HOLDINGS INC 16.96% 42.060 M $ 1612726 2025/09/30 -1.766 M $ -10.07 %
2026/03/31 CEG CONSTELLATION ENERGY CORP 14.64% 36.303 M $ 130000 2026/03/31 0.000 $ 0.00 %
2026/03/31 CEG CONSTELLATION ENERGY CORP 13.85% 34.348 M $ 123000 2026/03/31 0.000 $ 0.00 %
2026/03/31 VST VISTRA CORP 12.12% 30.066 M $ 200000 2026/03/31 0.000 $ 0.00 %
2026/03/31 VST VISTRA CORP 10.00% 24.804 M $ 165000 2024/09/30 -21.522 M $ -238.10 %
2026/03/31 NXE NEXGEN ENERGY LTD 9.36% 23.200 M $ 2000000 2026/03/31 0.000 $ 0.00 %
2026/03/31 GEV GE VERNOVA INC 8.80% 21.823 M $ 25000 2026/03/31 0.000 $ 0.00 %
2026/03/31 GEV GE VERNOVA INC 5.28% 13.094 M $ 15000 2026/03/31 0.000 $ 0.00 %
2026/03/31 NKLR TERRA INNOVATUM GLOBAL NV 4.74% 11.759 M $ 2534340 2025/12/31 265.041 K $ 1.44 %
2026/03/31 AMTM AMENTUM HOLDINGS INC 2.10% 5.216 M $ 200000 2026/03/31 0.000 $ 0.00 %
2026/03/31 FRMI FERMI INC 1.18% 2.920 M $ 500000 2026/03/31 0.000 $ 0.00 %
2026/03/31 URG UR-ENERGY INC 0.96% 2.383 M $ 1599286 2023/03/31 100.000 $ 0.06 %
2026/03/31 GLOBAL X FDS 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2026/03/31 NXE NEXGEN ENERGY LTD 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %