LEU in the 13F filings
Centrus Energy Corp · CUSIP 15643U104
New listing in Q4 2023· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Feb 2024
- up to 45 days after the quarter end
- Managers listing it
- 1
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 0 listed it in both
- Shares listed
- 144,700
- combined, among listed positions
- Reported value
- $7.9m
- combined, at the quarter end
Among the 93 comparable managers: 1 buyer (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +144,700.
Managers listing LEU in Q4 2023
1 of 1 holder
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Discovery Capital Management LLC | 144,700 | $7.9m | 1.19% | New | new | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Discovery Capital Management LLCnew position · 144,700 shares now+144,700
Reductions
No reduction among listed positions.
New positions and exits
New (1)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2023 | 1 | $7.9m | 1 | 0 |
| Q1 2024 | 1 | $6.0m | 0 | 0 |
| Q2 2024 | 2 | $8.9m | 1 | 0 |
| Q3 2024 | 3 | $11m | 1 | 1 |
| Q4 2024 | 4 | $35m | 3 | 3 |
| Q1 2025 | 2 | $17m | 2 | 0 |
| Q2 2025 | 5 | $199m | 4 | 2 |
| Q3 2025 | 5 | $277m | 4 | 1 |
| Q4 2025 | 6 | $260m | 20 | 12 |
| Q2 2026 | 4 | $60m | 18 | 7 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
LEU and GEV →LEU and XOM →LEU and CVX →Choose a stock to compare with LEU →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own LEU, latest filings →Back to the 13F Explorer →