Graham Capital Management, L.P.

Position in NXE — NexGen Energy Ltd.

CIK 1315421 ROWAYTON, CT

Position in NXE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$416,061

-$6,495 QoQ

Shares Held

44,309

-6.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#160

of 275 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Graham Capital Management, L.P. holds $887,413 across 5 Uranium names. NXE ranks #1 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NXE	NexGen Energy Ltd. This page	44,309	$416,061
2	UEC	Uranium Energy Corp	15,642	$166,743
3	EU	enCore Energy Corp.	120,886	$158,360
4	DNN	Denison Mines Corp.	42,453	$129,906
5	URG	Ur-Energy Inc	12,017	$16,343

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$416,061	44,309	-6.2%	Shares	Sole	2026-08-14
2025-09-30	$422,556	47,213	-18.2%	Shares	Sole	2025-11-14
2025-03-31	$259,234	57,736	-42.3%	Shares	Sole	2025-05-15
2023-06-30	$471,000	100,000	-82.1%	Shares	Sole	2023-08-14
2023-03-31	$2,137,431	558,076	0.0%	Shares	Sole	2023-05-15
2022-12-31	$2,472,276	558,076	0.0%	Shares	Sole	2023-02-14
2022-09-30	$2,048,138	558,076	0.0%	Shares	Sole	2022-11-14
2022-06-30	$2,003,492	558,076	+52.9%	Shares	Sole	2022-08-15
2022-03-31	$2,066,347	365,079	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,595,395	365,079	+46.0%	Shares	Sole	2022-02-14
2021-09-30	$1,182,500	250,000	0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,025,000	250,000	0.0%	Shares	Sole	2021-08-16
2021-03-31	$907,500	250,000	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.