Here’s Why Centrus Energy (LEU) Surged in Q3

3 days ago 8

Soumya Eswaran

Thu, November 27, 2025 astatine 6:13 AM CST 2 min read

Diamond Hill Capital, an concern absorption company, released its “Small Cap Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Markets continued their rally successful the 3rd quarter, with small-cap stocks gaining implicit 12% arsenic measured by the Russell 2000 Index. However, the portfolio trailed the Russell 2000 Index successful the quarter, returning 7.93% (net of fees). The comparative underperformance was chiefly owed to the rally being driven by sectors that the portfolio typically does not own. For much accusation connected the fund’s apical picks successful 2025, delight cheque its apical 5 holdings.

In its third-quarter 2025 capitalist letter, Diamond Hill Capital Small Cap Strategy highlighted stocks specified arsenic Centrus Energy Corp. (NYSEAMERICAN:LEU). Headquartered successful Bethesda, Maryland, Centrus Energy Corp. (NYSEAMERICAN:LEU) is simply a atomic substance supplying company. The one-month instrumentality for Centrus Energy Corp. (NYSEAMERICAN:LEU) was -34.95%, and its shares gained 208.18% implicit the past 52 weeks. On November 26, 2025, Centrus Energy Corp. (NYSEAMERICAN:LEU) banal closed astatine $254.22 per share, with a marketplace capitalization of $4.63 billion.

Diamond Hill Capital Small Cap Strategy stated the pursuing regarding Centrus Energy Corp. (NYSEAMERICAN:LEU) successful its 3rd 4th 2025 capitalist letter:

"Our apical idiosyncratic contributors successful Q3 were Mr. Cooper Group and Centrus Energy Corp. (NYSEAMERICAN:LEU). Nuclear substance and services supplier Centrus Energy is benefiting from renewed involvement successful atomic powerfulness successful the US to enactment increasing powerfulness request tied to the AI boom. Centrus is simply a atomic substance broker with burgeoning enrichment capabilities, positioning it good arsenic the US seeks to support home vigor independence."

Jim Cramer Recommends GE Vernova Over Centrus Energy Corp. (LEU)

Centrus Energy Corp. (NYSEAMERICAN:LEU) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 27 hedge money portfolios held Centrus Energy Corp. (NYSEAMERICAN:LEU) astatine the extremity of the 2nd quarter, which was 23 successful the erstwhile quarter. While we admit the imaginable of Centrus Energy Corp. (NYSEAMERICAN:LEU) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Centrus Energy Corp. (NYSEAMERICAN:LEU) and shared the database of stocks Jim Cramer discussed. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.