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 |
|