Balyasny Asset Management’s Cameco CCJ Stock Holding History

Balyasny Asset Management’s Portfolio CCJ Stock Details CCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.5M	Buy	+328,416	New	+$36.8M	0.04%	495
2026 Q1	–	Sell	-17,813	Closed	-$2.04M	–	2939
2025 Q4	$1.63M	Sell	17,813 -306,485	-95%	-$27.6M	﹤0.01%	1971
2025 Q3	$27.2M	Buy	324,298 +3,312	+1%	+$257K	0.03%	580
2025 Q2	$23.8M	Buy	320,986 +132,077	+70%	+$7.05M	0.04%	602
2025 Q1	$7.78M	Sell	188,909 -889,461	-82%	-$41.9M	0.01%	1052
2024 Q4	$55.4M	Buy	1,078,370 +509,865	+90%	+$27.8M	0.08%	297
2024 Q3	$27.2M	Buy	568,505 +551,208	+3,187%	+$24M	0.04%	522
2024 Q2	$851K	Sell	17,297 -491,006	-97%	-$24.9M	﹤0.01%	1851
2024 Q1	$22M	Buy	508,303 +61,339	+14%	+$2.69M	0.04%	574
2023 Q4	$19.3M	Buy	+446,964	New	+$18.7M	0.04%	621
2023 Q3	–	Sell	-10,005	Closed	-$313K	–	2294
2023 Q2	$313K	Sell	10,005 -660,475	-99%	-$18.6M	﹤0.01%	1980
2023 Q1	$17.5M	Sell	670,480 -160,661	-19%	-$4.25M	0.04%	565
2022 Q4	$18.8M	Buy	831,141 +325,708	+64%	+$7.66M	0.05%	510
2022 Q3	$13.4M	Sell	505,433 -437,279	-46%	-$11.2M	0.04%	568
2022 Q2	$19.8M	Buy	942,712 +404,056	+75%	+$10.2M	0.06%	424
2022 Q1	$15.7M	Buy	+538,656	New	+$12.6M	0.05%	520
2021 Q2	–	Sell	-308,090	Closed	-$5.12M	–	1994
2021 Q1	$5.12M	Buy	+308,090	New	+$4.73M	0.03%	687
2020 Q2	–	Sell	-111,813	Closed	-$854K	–	1156
2020 Q1	$854K	Buy	111,813 +5,070	+5%	+$41.6K	0.01%	795
2019 Q4	$950K	Buy	+106,743	New	+$987K	0.01%	889
2019 Q1	–	Sell	-1,382,451	Closed	-$15.7M	–	1417
2018 Q4	$15.7M	Buy	1,382,451 +1,132,748	+454%	+$13.1M	0.11%	263
2018 Q3	$2.85M	Buy	249,703 +233,411	+1,433%	+$2.45M	0.01%	880
2018 Q2	$183K	Buy	+16,292	New	+$177K	﹤0.01%	1655
2018 Q1	–	Sell	-158,145	Closed	-$1.46M	–	1969
2017 Q4	$1.46M	Buy	+158,145	New	+$1.48M	﹤0.01%	1237
2013 Q4	–	Sell	-329,079	Closed	-$5.95M	–	501
2013 Q3	$5.95M	Buy	+329,079	New	+$6.6M	0.08%	311

Other funds holding CCJ

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balyasny Asset Management's CCJ Position: Q2 2026 in Review

Balyasny Asset Management opened a new position in Cameco (CCJ) in Q2 2026: 328,416 shares worth $33.5M. The stake represents 0.04% of the portfolio and ranks #495 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in CCJ as recently as Q4 2025.

Balyasny Asset Management first reported a position in CCJ in Q3 2013 and has held it in 24 quarters since. The position peaked at $55.4M in Q4 2024. 1,036 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

Balyasny Asset Management held 328,416 shares of Cameco worth $33.5M as of Q2 2026.
Cameco was a new Balyasny Asset Management position in Q2 2026.
Cameco made up 0.04% of Balyasny Asset Management's portfolio in Q2 2026, its #495 holding.
Balyasny Asset Management first reported a position in Cameco in Q3 2013 and has held it in 24 quarters since.
Balyasny Asset Management's Cameco position peaked at $55.4M in Q4 2024.
1,036 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.