Segra Capital Management, LLC Portfolio Holdings by Sector
Segra Capital Management, LLC
- $299 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Uranium | Energy
NXE DNN CCJ URG UEC 5 stocks |
$263,006
87.9% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BWXT 1 stocks |
$36,015
12.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$193
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|