Energy Fuels Inc.
CA ˙ TSX ˙ CA2926717083
24,10 CA$ ↓ -0,98 (-3,91%)
2026-06-04
DEL PRIS
SecurityCA:EFR / Energy Fuels Inc.
InstitutionGoldman Sachs Group Inc
Latest Disclosed Ownership2,548,028 shares
Latest Disclosed Value $ 46,501,511
Goldman Sachs Group Inc reports 109.40% increase in ownership of EFR / Energy Fuels Inc.

On May 15, 2026 - Goldman Sachs Group Inc filed a 13F-HR form disclosing ownership of 2,548,028 shares of Energy Fuels Inc. (CA:EFR) valued at $65,000,194 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,216,817 shares of Energy Fuels Inc.. This represents a change in shares of 109.40% during the quarter. The current value of the position is $61,407,475 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ENERGY FUELS CMN 292671708 2,548,028 1,331,211 109.40 46,502 162.84 0.0012
2026-02-10 2025-12-31 13F ENERGY FUELS CMN 292671708 1,216,817 -610,760 -33.42 17,693 -36.93 0.0022
2025-11-14 2025-09-30 13F ENERGY FUELS CMN 292671708 1,827,577 280,443 18.13 28,053 215.34 0.0034
2025-08-14 2025-06-30 13F ENERGY FUELS CMN 292671708 1,547,134 556,720 56.21 8,896 140.82 0.0012
2025-06-27 2025-03-31 13F/A-2 ENERGY FUELS CMN 292671708 990,414 -102,724 -9.40 3,694 -34.12 0.0006
2025-05-16 2025-03-31 13F/A-1 ENERGY FUELS CMN 292671708 990,414 -102,724 3,694 0.0002
2025-05-09 2025-03-31 13F ENERGY FUELS CMN 292671708 990,414 -102,724 3,694 0.0001
2025-02-11 2024-12-31 13F ENERGY FUELS CMN 292671708 1,093,138 -216,756 -16.55 5,608 -22.03 0.0009
2024-11-14 2024-09-30 13F ENERGY FUELS CMN 292671708 1,309,894 471,075 56.16 7,191 41.47 0.0012
2024-08-13 2024-06-30 13F ENERGY FUELS CMN 292671708 838,819 336,628 67.03 5,083 60.96 0.0009
2024-05-15 2024-03-31 13F ENERGY FUELS CMN 292671708 502,191 65,793 15.08 3,159 0.67 0.0006
2024-05-14 2023-12-31 13F/A-2 ENERGY FUELS CMN 292671708 436,398 -19,048 -4.18 3,138 -16.19 0.0006
2024-03-01 2023-12-31 13F/A-1 ENERGY FUELS CMN 292671708 436,398 3,138
2024-02-13 2023-12-31 13F ENERGY FUELS CMN 292671708 436,398 -19,048 3,138 0.0006
2024-05-15 2023-09-30 13F/A-1 ENERGY FUELS CMN 292671708 455,446 224,900 97.55 3,744 160.29 0.0008
2023-11-14 2023-09-30 13F ENERGY FUELS CMN 292671708 455,446 224,900 3,744 0.0008
2024-05-14 2023-06-30 13F/A-1 ENERGY FUELS CMN 292671708 230,546 54,998 31.33 1,439 46.88 0.0003
2023-08-15 2023-06-30 13F ENERGY FUELS CMN 292671708 230,546 54,998 1,439 0.0003
2024-05-14 2023-03-31 13F/A-1 ENERGY FUELS CMN 292671708 175,548 -327,914 -65.13 980 -68.68 0.0002
2023-05-11 2023-03-31 13F ENERGY FUELS CMN 292671708 175,548 -327,914 980 0.0002
2024-05-14 2022-12-31 13F/A-1 ENERGY FUELS CMN 292671708 503,462 -324,857 -39.22 3,126 62,420.00 0.0008
2023-02-13 2022-12-31 13F ENERGY FUELS CMN 292671708 503,462 -324,857 3,126 0.0007
2024-05-14 2022-09-30 13F/A-1 ENERGY FUELS CMN 292671708 828,319 23,462 2.92 5 66.67 0.0013
2022-11-14 2022-09-30 13F ENERGY FUELS CMN 292671708 828,319 23,462 5,070 0.0012
2024-05-14 2022-06-30 13F/A-2 ENERGY FUELS CMN 292671708 804,857 261,688 48.18 4 -99.94 0.0010
2022-08-18 2022-06-30 13F/A-1 ENERGY FUELS CMN 292671708 804,857 261,688 3,952 0.0009
2022-08-15 2022-06-30 13F ENERGY FUELS CMN 292671708 804,857 261,688 3,952 0.0009
2022-05-16 2022-03-31 13F ENERGY FUELS CMN 292671708 543,169 43,694 8.75 4,970 30.41 0.0010
2022-02-17 2021-12-31 13F/A-1 ENERGY FUELS CMN 292671708 499,475 -460,619 -47.98 3,811 -43.46 0.0008
2022-02-14 2021-12-31 13F ENERGY FUELS CMN 292671708 499,475 -460,619 3,811 0.0002
2022-01-20 2021-09-30 13F/A-1 ENERGY FUELS CMN 292671708 960,094 -285,062 -22.89 6,740 -10.53 0.0014
2021-11-10 2021-09-30 13F ENERGY FUELS CMN 292671708 960,094 -285,062 6,740 0.0014
2021-08-13 2021-06-30 13F ENERGY FUELS CMN 292671708 1,245,156 933,333 299.31 7,533 325.35 0.0017
2021-05-17 2021-03-31 13F ENERGY FUELS CMN 292671708 311,823 181,568 139.39 1,771 219.68 0.0004
2021-02-12 2020-12-31 13F ENERGY FUELS CMN 292671708 130,255 801 0.62 554 154.13 0.0001
2020-11-13 2020-09-30 13F ENERGY FUELS CMN 292671708 129,454 13,031 11.19 218 23.86 0.0001
2020-08-12 2020-06-30 13F ENERGY FUELS CMN 292671708 116,423 -20,082 -14.71 176 9.32 0.0001
2020-05-15 2020-03-31 13F ENERGY FUELS CMN 292671708 136,505 24,797 22.20 161 -24.41 0.0001
2020-02-14 2019-12-31 13F ENERGY FUELS CMN 292671708 111,708 61,977 124.62 213 121.88 0.0001
2019-11-14 2019-09-30 13F ENERGY FUELS CMN 292671708 49,731 -16,184 -24.55 96 -53.62 0.0000
2019-08-14 2019-06-30 13F ENERGY FUELS CMN 292671708 65,915 10,325 18.57 207 11.89 0.0001
2019-05-15 2019-03-31 13F ENERGY FUELS CMN 292671708 55,590 13,404 31.77 185 54.17 0.0001
2019-02-14 2018-12-31 13F ENERGY FUELS CMN 292671708 42,186 29,264 226.47 120 185.71 0.0000
2018-11-14 2018-09-30 13F ENERGY FUELS CMN 292671708 12,922 -1,020 -7.32 42 31.25 0.0000
2018-08-14 2018-06-30 13F ENERGY FUELS CMN 292671708 13,942 -14,824 -51.53 32 -36.00 0.0000
2018-05-15 2018-03-31 13F ENERGY FUELS CMN 292671708 28,766 400 1.41 50 -1.96 0.0000
2018-02-14 2017-12-31 13F ENERGY FUELS CMN 292671708 28,366 28,366 51 0.0000
2017-05-18 2017-03-31 13F/A-1 ENERGY FUELS CMN 292671708 0 -20,897 -100.00 0 -100.00
2017-02-14 2016-12-31 13F ENERGY FUELS CMN 292671708 20,897 -51,895 -71.29 34 -70.69 0.0000
2016-11-14 2016-09-30 13F ENERGY FUELS CMN 292671708 72,792 9,406 14.84 116 -19.44 0.0000
2016-08-15 2016-06-30 13F ENERGY FUELS CMN 292671708 63,386 33,595 112.77 144 118.18 0.0000
2016-05-13 2016-03-31 13F ENERGY FUELS CMN 292671708 29,791 -93,650 -75.87 66 -81.87 0.0000
2016-02-16 2015-12-31 13F ENERGY FUELS CMN 292671708 123,441 123,441 364 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.