Bornite Capital Management’s Cameco CCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,700
Closed -$440K 37
2025
Q1
$440K Buy
+10,700
New +$440K 0.11% 28
2024
Q4
Sell
-250,000
Closed -$11.9M 38
2024
Q3
$11.9M Buy
250,000
+50,000
+25% +$2.39M 2.11% 21
2024
Q2
$9.84M Sell
200,000
-50,000
-20% -$2.46M 1.62% 33
2024
Q1
$10.8M Buy
250,000
+97,100
+64% +$4.21M 1.81% 23
2023
Q4
$6.59M Buy
+152,900
New +$6.59M 1.54% 15
2023
Q3
Sell
-200,000
Closed -$6.27M 47
2023
Q2
$6.27M Buy
+200,000
New +$6.27M 1.21% 28