Centrus Energy Corp-class A (LEU) Institutional Holdings & 13F Data (Q2 2026)

LEU ranks #1607 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LEU is a top-conviction position for Sara-Bay Financial — at 6.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LEU belongs to Van Eck Associates CORP, but the position matters far more to Sara-Bay Financial, who has 6.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

State Street has added to its LEU position for two straight quarters, increasing it by $42.7M to reach $275.2M today.

David Shaw has trimmed its LEU position for two straight quarters, cutting it by $226.2M while still holding $21.7M.

LEU is down 3% today, but institutions show net buying of $773.6M this quarter — a divergence between today's price move and the underlying institutional flow.

LEU posted net income of $48.5M over the trailing twelve months, and currently trades at a P/E of 77.1.

• Profitable — net income of $48.5M over the trailing twelve months
• Revenue grew 8.5% year over year
• Net income declined year over year, from $104.8M to $48.5M
• Generated $51.0M in positive operating cash flow
• Current ratio of 5.59x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.69x equity — within a conventional range