Brevan Howard Invests $13.32M in Energy Fuels

Hedge fund takes major stake in uranium and rare earth elements producer

Mar. 15, 2026 at 10:57am

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Brevan Howard Capital Management LP, a major global hedge fund, has purchased a new position in Energy Fuels Inc. (NYSEAMERICAN:UUUU), acquiring 836,768 shares valued at approximately $13.32 million. This represents about 0.36% ownership in the company, which is a leading U.S. producer of uranium and rare earth elements.

Why it matters

The investment by Brevan Howard, one of the world's largest hedge funds, signals confidence in Energy Fuels' prospects as a strategic minerals producer at a time of heightened global demand for uranium and rare earths. This could provide a boost to the company's operations and growth plans.

The details

According to a regulatory filing, Brevan Howard purchased the stake in Energy Fuels during the third quarter of 2026. The hedge fund now owns about 0.36% of the company's outstanding shares. Energy Fuels operates the only conventional uranium mill currently permitted and operating in the United States, located in White Mesa, Utah.

  • Brevan Howard purchased the stake in Energy Fuels during the third quarter of 2026.

The players

Brevan Howard Capital Management LP

A major global hedge fund that has purchased a new position in Energy Fuels Inc.

Energy Fuels Inc.

A U.S.-based mineral resources company focused on the production and processing of uranium, rare earth elements and other strategic minerals.

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The takeaway

Brevan Howard's investment in Energy Fuels underscores the growing importance of domestic uranium and rare earth production, as global demand for these critical minerals continues to rise. This could signal increased institutional interest and capital flowing into the U.S. strategic minerals sector.