Segra Capital Management, LLC has filed a restatement of its Form 13F-HR for the period ending September 30, 2026. The filing, submitted on October 27, 2026, lists 13 equity securities held by the firm.
The firm's largest position is in X-Energy Inc., Class A, where it holds 15,678,017 shares. General Fusion Group Ltd. is the second-largest holding, with 6,302,213 shares. Amentum Holdings Inc. is held in the third spot with 774,867 shares.
The filing also discloses several other positions, including:
- Constellation Energy Corp. (176,159 shares)
- Camco Corp. (400,000 shares)
- Camco Corp. Call (2,500,000 shares)
- Global X Funds Call (2,500,000 shares)
- Terra Innovatum Global NV (2,880,000 shares)
- NRG Energy Inc. (189,000 shares)
- NRG Energy Inc. Call (100,000 shares)
- Vistra Corp. (373,456 shares)
- BWX Technologies Inc. (355,136 shares)
- Uranium Energy Corp. (550,000 shares)
The filing indicates that all positions are held as sole voting power.
