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D. E. Shaw affiliate holds 371,196 shares in Centrus Energy (NYSE: LEU)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Centrus Energy Corp. ownership update: institutional investor D. E. Shaw disclosures show beneficial ownership positions in Class A Common Stock. The filing reports 371,196 shares (2.0%) associated with D. E. Shaw & Co., L.P. and David E. Shaw, and 299,975 shares (1.6%) for D. E. Shaw & Co., L.L.C., with certain shares exercisable via call options and holdings held through affiliated investment vehicles as of 03/31/2026.

The filing details the composition of those holdings, including 95,800 shares exercisable through call options and multiple portfolio entities holding additional shares, and states that David E. Shaw disclaims direct beneficial ownership while acknowledging shared voting and dispositive power.

Positive

  • None.

Negative

  • None.

Insights

Routine Schedule 13G/A discloses institutional holdings and attribution mechanics.

The filing lists 371,196 shares tied to D. E. Shaw & Co., L.P. and David E. Shaw and shows the specific instruments and pooled vehicles that create that position, including 95,800 shares exercisable via call options. The disclosure clarifies voting and dispositive powers across affiliated entities.

Key dependencies are the legal relationships and powers described verbatim; the filing includes powers of attorney and a joint filing agreement dated 05/15/2026. Regulatory implications are routine disclosure obligations under Schedule 13G/A.

Hedge-fund affiliated holdings amount to low-single-digit ownership; structure matters more than scale.

The positions are concentrated in several affiliated portfolios and include 95,800 shares exercisable via call options plus additional shares held directly by named portfolios, producing the reported totals of 371,196 and 299,975. The filing attributes shared voting and dispositive power rather than sole control.

Practical watch items include any future amendments that change percentages or exercise status of call options; timing of exercises or sales is not disclosed in the excerpt.

D. E. Shaw & Co., L.P. holdings 371,196 shares as of 03/31/2026
D. E. Shaw & Co., L.L.C. holdings 299,975 shares as of 03/31/2026
David E. Shaw attributed holdings 371,196 shares 2.0% of class as of 03/31/2026
Call options exercisable 95,800 shares held by D. E. Shaw Valence Portfolios, L.L.C.
Securities class Class A Common Stock par value $0.10, CUSIP 15643U104
Joint filing agreement date 05/15/2026 signature and joint filing agreement
beneficially owned regulatory
"Amount beneficially owned: D. E. Shaw & Co., L.P.: 371,196 shares"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power regulatory
"Shared Dispositive Power 371,196.00"
call options financial
"95,800 shares that D. E. Shaw Valence Portfolios, L.L.C. has the right to acquire through the exercise of call options"
A call option is a contract that gives its buyer the right, but not the obligation, to buy a specific number of shares at a predetermined price within a set time. Think of it like a refundable reservation to purchase a stock later at today’s agreed price: investors use calls to profit from expected price rises with smaller upfront cost than buying the stock outright, or to hedge and manage exposure, while the most they can lose is the amount paid for the contract.
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15643U104

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



D. E. Shaw & Co., L.P.
Signature:/s/ Daniel R. Marcus
Name/Title:Daniel R. Marcus / Chief Compliance Officer
Date:05/15/2026
D. E. Shaw & Co., L.L.C.
Signature:/s/ Daniel R. Marcus
Name/Title:Daniel R. Marcus / Authorized Signatory
Date:05/15/2026
David E. Shaw
Signature:/s/ Daniel R. Marcus
Name/Title:Daniel R. Marcus / Attorney-in-Fact for David E. Shaw
Date:05/15/2026

Comments accompanying signature: Exhibit 1: Power of Attorney, granted by David E. Shaw relating to D. E. Shaw & Co., Inc., in favor of the signatories hereto, among others, dated August 1, 2024. Exhibit 2: Power of Attorney, granted by David E. Shaw relating to D. E. Shaw & Co. II, Inc., in favor of the signatories hereto, among others, dated August 1, 2024.
Exhibit Information

Exhibit 3: Joint Filing Agreement, by and among the Reporting Persons, dated May 15, 2026.

FAQ

What stake does D. E. Shaw hold in Centrus Energy (LEU)?

D. E. Shaw & Co., L.P. is reported as associated with 371,196 shares (2.0%) of Class A Common Stock, while D. E. Shaw & Co., L.L.C. is associated with 299,975 shares (1.6%), per the filing as of 03/31/2026.

Why does David E. Shaw appear as a beneficial owner if he disclaims ownership?

David E. Shaw is shown with shared voting and dispositive power over 371,196 shares (2.0%) due to his positions in affiliated entities; he explicitly disclaims direct beneficial ownership in the filing.

How many shares reported are exercisable through call options?

The filing states that 95,800 shares are exercisable via call options held by D. E. Shaw Valence Portfolios, L.L.C., and these are included in the totals reported for the affiliated filers.

Does the filing show sole voting control of these shares?

No. The filing reports 0 shares of sole voting power for each reporting person and lists the reported shares under shared voting power and shared dispositive power for the affiliated entities.