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 Q1	$7.06M	Sell	65,000 -141,000	-68%	-$16.1M	0.01%	1196
2025 Q4	$18.8M	Sell	206,000 -34,300	-14%	-$3.09M	0.02%	747
2025 Q3	$20.2M	Sell	240,300 -77,300	-24%	-$5.99M	0.03%	713
2025 Q2	$23.6M	Buy	317,600 +165,100	+108%	+$8.81M	0.04%	605
2025 Q1	$6.28M	Sell	152,500 -56,300	-27%	-$2.65M	0.01%	1143
2024 Q4	$10.7M	Hold	208,800	–	–	0.02%	930
2024 Q3	$9.97M	Buy	208,800 +108,800	+109%	+$4.74M	0.02%	956
2024 Q2	$4.92M	Hold	100,000	–	–	0.01%	1178
2024 Q1	$4.33M	Buy	+100,000	New	+$4.38M	0.01%	1279

Other funds holding CCJ

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Balyasny Asset Management's CCJ Position: Q1 2026 in Review

Balyasny Asset Management sold out of Cameco (CCJ) in Q1 2026, closing a stake of 17,813 shares — an estimated $2.04M sold.

Balyasny Asset Management first reported a position in CCJ in Q3 2013 and held it in 23 quarters. The position peaked at $55.4M in Q4 2024. 1,016 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.

Balyasny Asset Management reported no remaining Cameco position as of Q1 2026 after selling out during the quarter.
Balyasny Asset Management sold 17,813 Cameco shares in Q1 2026, an estimated $2.04M.
Balyasny Asset Management first reported a position in Cameco in Q3 2013 and held it in 23 quarters.
Balyasny Asset Management's Cameco position peaked at $55.4M in Q4 2024.
1,016 funds tracked by Wall St. Rank held Cameco as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.