SEGRA CAPITAL MANAGEMENT, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    palm beach, FL
  • CIK
    0001607512
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

12

$247.98M
AMENTUM HOLDINGS INC, CEG, CEG, VST
13F-HR
May 7, 2026
000160751226000004

6

$141.08M
GLOBAL X FDS, TERRA INNOVATUM GLOBAL NV, AMENTUM HOLDINGS INC, VST
13F-HR
Feb 17, 2026
000160751226000002

6

$247.39M
GLOBAL X FDS, URE, NXE, URANIUM ENERGY CORP
13F-HR
Nov 14, 2025
000160751225000011

9

$361.96M
NXE, DML, CAMECO CORP, CCO
13F-HR
Aug 14, 2025
000160751225000009

14

$313.05M
NXE, CAMECO CORP, DML, VISTRA CORP
13F-HR
May 15, 2025
000160751225000006

10

$263.66M
NXE, GLOBAL X FDS, DML, URE
13F-HR
Feb 14, 2025
000160751225000003

8

$256.39M
NXE, CCO, DML, URE
13F-HR
Nov 15, 2024
000160751224000009

6

$126M
NXE, URE, DML, URANIUM ENERGY CORP
13F-HR
Aug 14, 2024
000160751224000006

4

$130.84M
NXE, DML, URE, CCO
13F-HR
May 15, 2024
000160751224000003

4

$124.66M
NXE, DML, CAMECO CORP, URE
13F-HR
Feb 14, 2024
000160751224000002

6

$139.47M
NXE, DML, UEC, CCO
13F-HR
Nov 14, 2023
000160751223000009

6

$171.55M
NXE, CCO, DML, UEC
13F-HR
Aug 14, 2023
000160751223000005

8

$141.19M
NXE, CCO, DML, UEC
RESTATEMENT
May 15, 2023
000160751223000004

6

$136.28M
NXE, CCO, DML, UEC
13F-HR
Feb 14, 2023
000160751223000002

5

$119.69M
NXE, CCO, DML, UEC
13F-HR
Nov 14, 2022
000160751222000006

7

$89.83M
NXE, CCO, DML, EFR
13F-HR
Aug 11, 2022
000160751222000004

7

$109.92M
NXE, URA, CCO, DML
RESTATEMENT
Nov 14, 2022
000160751222000005

9

$66.24M
NXE, URA, CCO, DML
13F-HR
Feb 11, 2022
000095012322001807
Segra Capital Management, Llc 13F Filings