StockDriftsStockDriftsTop 6 Segra Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMTM | AMENTUM HOLDINGS INC | 32.74% | 1.61M | $42.1M | +166.65%(+1.01M) | $26.44(-19.68%) | 2026-03-31 | |
| CEG | CONSTELLATION ENERGY CORP | 26.74% | 123.0K | $34.3M | new | $270.75(-11.64%) | 2026-03-31 | |
| VST | VISTRA CORP | 19.31% | 165.0K | $24.8M | -91.57%(-1.79M) | $178.59(-15.42%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 10.19% | 15.0K | $13.1M | new | $317.10(+251.02%) | 2026-03-31 | |
| NKLR | TERRA INNOVATUM GLOBAL NV | 9.15% | 2.53M | $11.8M | -80.88%(-10.72M) | $1.39(+232.37%) | 2026-03-31 | |
| URG | UR-ENERGY INC | 1.86% | 1.60M | $2.4M | +159828.60%(+1.60M) | $1.44(-6.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +31.17% | +125.66% |
| Top 20 Holdings Unweighted | +40.83% | +179.31% |
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