Institutions / Segra Capital Management, LLC
Segra Capital Management, LLC
CIK 1607512 · Institution · as of Dec 31, 2025
Portfolio value
$46.77M
Positions
5
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Ur-Energy Inc | $18.42M | 39.4% |
| Amentum Holdings, Inc. | $17.54M | 37.5% |
| Vistra Corp. | $9.04M | 19.3% |
| Nexgen Energy Ltd | $1.61M | 3.4% |
| Ur-Energy Inc | $161.3K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.