Position in LEU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,831,480
+$5,773,260 QoQ
Shares Held
82,394
+77.5% QoQ
Ownership
0.413%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#30
of 376 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEU Over Time
Shares Held
Position Value (USD)
Derivatives in LEU
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$621,119
PutShares
3,700
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 Jun 30, 2026Balyasny Asset Management L.P. holds $71,128,793 across 6 Uranium names. LEU ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCJ |
Cameco Corp
|
328,416 | $33,452,453 | |
| 2 | LEU |
Centrus Energy Corp
This page
|
82,394 | $13,831,480 | |
| 3 | UEC |
Uranium Energy Corp
|
1,226,184 | $13,071,121 | |
| 4 | UUUU |
Energy Fuels Inc
|
714,426 | $10,359,177 | |
| 5 | UROY |
Uranium Royalty Corp.
|
81,700 | $227,126 | |
| 6 | ISOU |
IsoEnergy Ltd.
|
18,800 | $187,436 |
All Filings in LEU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,119 | 3,700 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $13,831,480 | 82,394 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,058,220 | 46,421 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $313,888 | 1,293 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,016,646 | 12,954 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,838,760 | 10,038 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $810,907 | 13,035 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,476,093 | 37,173 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,641,441 | 29,926 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $813,660 | 19,033 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $872,296 | 21,004 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $927,166 | 28,794 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $617,091 | 24,933 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $705,071 | 20,922 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||