Position in LEU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,395,418
+$15,560,825 QoQ
Shares Held
134,774
+317.6% QoQ
Ownership
0.685%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LEU Over Time
Shares Held
Position Value (USD)
Derivatives in LEU
reported options exposure · as of Mar 31, 2026CallValue
$5,034,110
CallShares
29,000
PutValue
$8,037,217
PutShares
46,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Uranium
Energy · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $134,414,663 across 8 Uranium names. LEU ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNN |
Denison Mines Corp.
|
11,304,240 | $39,903,967 | |
| 2 | UUUU |
Energy Fuels Inc
|
2,023,345 | $36,926,046 | |
| 3 | LEU |
Centrus Energy Corp
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|
134,774 | $23,395,418 | |
| 4 | CCJ |
Cameco Corp
|
207,853 | $22,574,914 | |
| 5 | NXE |
NexGen Energy Ltd.
|
749,200 | $8,690,720 | |
| 6 | URG |
Ur-Energy Inc
|
879,258 | $1,310,094 | |
| 7 | EU |
enCore Energy Corp.
|
619,866 | $1,115,758 | |
| 8 | UROY |
Uranium Royalty Corp.
|
136,369 | $497,746 |
All Filings in LEU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,034,110 | 29,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $8,037,217 | 46,300 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $23,395,418 | 134,774 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,204,432 | 13,200 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $7,834,593 | 32,273 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $4,126,920 | 17,000 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $1,550,350 | 5,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $36,699,265 | 118,358 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $930,210 | 3,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $65,661,420 | 358,453 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,926,611 | 127,417 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,320,273 | 79,872 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $420,589 | 7,668 | Shares | Sole | 2024-11-14 | |
| 2023-03-31 | $213,872 | 6,642 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||