Bornite Capital Management’s Cameco CCJ Stock Holding History

Bornite Capital 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
2025 Q2	–	Sell	-10,700	Closed	-$440K	–	37
2025 Q1	$440K	Buy	+10,700	New	+$504K	0.11%	28
2024 Q4	–	Sell	-250,000	Closed	-$11.9M	–	38
2024 Q3	$11.9M	Buy	250,000 +50,000	+25%	+$2.18M	2.11%	21
2024 Q2	$9.84M	Sell	200,000 -50,000	-20%	-$2.54M	1.62%	33
2024 Q1	$10.8M	Buy	250,000 +97,100	+64%	+$4.26M	1.81%	23
2023 Q4	$6.59M	Buy	+152,900	New	+$6.4M	1.54%	15
2023 Q3	–	Sell	-200,000	Closed	-$6.27M	–	47
2023 Q2	$6.27M	Buy	+200,000	New	+$5.62M	1.21%	28

Other funds holding CCJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Bornite Capital Management's CCJ Position: Q2 2025 in Review

Bornite Capital Management sold out of Cameco (CCJ) in Q2 2025, closing a stake of 10,700 shares — an estimated $440K sold.

Bornite Capital Management first reported a position in CCJ in Q2 2023 and held it in 6 quarters. The position peaked at $11.9M in Q3 2024. 834 funds tracked by Wall St. Rank hold CCJ as of Q2 2025.

Bornite Capital Management reported no remaining Cameco position as of Q2 2025 after selling out during the quarter.
Bornite Capital Management sold 10,700 Cameco shares in Q2 2025, an estimated $440K.
Bornite Capital Management first reported a position in Cameco in Q2 2023 and held it in 6 quarters.
Bornite Capital Management's Cameco position peaked at $11.9M in Q3 2024.
834 funds tracked by Wall St. Rank held Cameco as of Q2 2025.

Based on Bornite Capital Management's 13F filing for Q2 2025, filed 7 Aug 2025.