Goehring & Rozencwajg Associates, LLC / LEU
Goehring & Rozencwajg Associates, LLC’s Centrus Energy Corp Position
Does Goehring & Rozencwajg Associates, LLC own Centrus Energy Corp (LEU)? Yes — 202.1K shares worth $35M (+1.88% of its 13F portfolio) as of Q1 2026, up from 171.1K shares the prior filed quarter.
Position Value
$35M
Q1 2026
Shares
202.1K
% of Portfolio
+1.88%
Quarters Held
13
currently held
Position History LEU
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 202.1K | $35M | +1.88% |
| Q4 2025 | 171.1K | $42M | +4.12% |
| Q3 2025 | 161.0K | $50M | +6.01% |
| Q2 2025 | 185.4K | $34M | +5.19% |
| Q1 2025 | 212.4K | $16M | +2.86% |
| Q4 2024 | 207.8K | $14M | +2.96% |
| Q3 2024 | 215.0K | $12M | +2.40% |
| Q2 2024 | 204.1K | $9M | +1.73% |
| Q1 2024 | 172.1K | $7M | +1.55% |
| Q4 2023 | 160.2K | $9M | +2.11% |
| Q3 2023 | 154.8K | $9M | +2.15% |
| Q2 2023 | 149.9K | $5M | +1.40% |
| Q1 2023 | 135.0K | $4M | +1.48% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Goehring & Rozencwajg Associates, LLC’s full portfolio or all institutional holders of LEU.