Holdings
Segra Capital Management, LLC
As of Sep 30, 2026, Segra Capital Management, LLC reported 8 positions worth US$439M. Largest: X-energy, Inc., Vistra Corp. and Bwx Technologies, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| X-energy, Inc. | 15.7M | US$222M | +1.2M | Sep 30, 2026 |
| Vistra Corp. | 373K | US$51.7M | +77,500 | Sep 30, 2026 |
| Bwx Technologies, Inc. | 355K | US$48.7M | new | Sep 30, 2026 |
| Constellation Energy Corporation | 176K | US$44.7M | +48,119 | Sep 30, 2026 |
| Cameco Corporation | 400K | US$34.7M | new | Sep 30, 2026 |
| Nrg Energy, Inc. | 189K | US$18.1M | +59,000 | Sep 30, 2026 |
| Amentum Holdings, Inc. | 775K | US$14M | −1.26M | Sep 30, 2026 |
| Uranium Energy Corp. | 550K | US$5.2M | new | Sep 30, 2026 |