Brasada Capital Management’s Cameco CCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.48M Buy
43,981
+1,234
+3% +$138K 0.8% 49
2026
Q1
$4.71M Buy
42,747
+3,507
+9% +$401K 0.86% 49
2025
Q4
$3.83M Buy
39,240
+622
+2% +$56K 0.65% 57
2025
Q3
$3.25M Buy
38,618
+3,006
+8% +$233K 0.55% 59
2025
Q2
$2.62M Buy
+35,612
New +$1.9M 0.45% 61

Other funds holding CCJ

Brasada Capital Management's CCJ Position: Q2 2026 in Review

Brasada Capital Management increased its Cameco (CCJ) stake by 2.9% in Q2 2026, buying an estimated $138K and bringing the position to 43,981 shares worth $4.48M. The position accounts for 0.8% of the portfolio, ranked #49.

Brasada Capital Management first reported a position in CCJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.71M in Q1 2026. 1,033 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Brasada Capital Management held 43,981 shares of Cameco worth $4.48M as of Q2 2026.
  • Brasada Capital Management bought 1,234 Cameco shares in Q2 2026, an estimated $138K.
  • Cameco made up 0.8% of Brasada Capital Management's portfolio in Q2 2026, its #49 holding.
  • Brasada Capital Management first reported a position in Cameco in Q2 2025 and has held it in 5 quarters since.
  • Brasada Capital Management's Cameco position peaked at $4.71M in Q1 2026.
  • 1,033 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

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