Fund HoldingsSEGRA CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$256.39M
Total Bought
$147.29M
Total Sold
$16.89M
Net Transaction
+$130.39M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CAMECO CORP(CCJ)01,109,997+1,109,997053,01320.68%+53,013
URANIUM ENERGY CORP(UEC)04,036,529+4,036,529024,9269.72%+24,926
DENISON MINES CORP(DNN)8,128,02218,268,562+10,140,54016,17533,43113.04%+17,257
CONSTELLATION ENERGY CORP(CEG)065,000+65,000016,9016.59%+16,901
VISTRA CORP(VST)0130,700+130,700015,4936.04%+15,493
NEXGEN ENERGY LTD(NXE)9,240,55811,671,758+2,431,20064,49976,21729.73%+11,717
UR-ENERGY INC14,227,70420,945,798+6,718,09419,91925,0679.78%+5,148
BWX TECHNOLOGIES INC(BWXT)89,625104,375+14,7508,51411,3464.43%+2,831
NEXGEN ENERGY LTD(NXE)(Call)500,0000-500,0003,4900-3,490
URANIUM ENERGY CORP(UEC)(Call)2,230,0000-2,230,00013,4020-13,402
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