Castle Hook Partners’s Cameco CCJ Stock Holding History

Castle Hook Partners’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 Q2	–	Sell	-1,388,052	Closed	-$151M	–	76
2026 Q1	$151M	Sell	1,388,052 -700,910	-34%	-$80.2M	0.64%	21
2025 Q4	$191M	Sell	2,088,962 -301,808	-13%	-$27.2M	0.79%	24
2025 Q3	$200M	Buy	2,390,770 +1,459,276	+157%	+$113M	1.02%	19
2025 Q2	$69.1M	Buy	+931,494	New	+$49.7M	0.39%	36
2024 Q4	–	Sell	-566,710	Closed	-$27.1M	–	49
2024 Q3	$27.1M	Sell	566,710 -231,345	-29%	-$10.1M	0.51%	30
2024 Q2	$39.3M	Buy	798,055 +741,113	+1,302%	+$37.6M	0.92%	34
2024 Q1	$2.47M	Buy	56,942 +1,073	+2%	+$47K	0.07%	45
2023 Q4	$2.41M	Buy	55,869 +10,229	+22%	+$428K	0.03%	34
2023 Q3	$1.81M	Buy	+45,640	New	+$1.61M	0.06%	34

Other funds holding CCJ

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Castle Hook Partners's CCJ Position: Q2 2026 in Review

Castle Hook Partners sold out of Cameco (CCJ) in Q2 2026, closing a stake of 1,388,052 shares — an estimated $151M sold.

Castle Hook Partners first reported a position in CCJ in Q3 2023 and held it in 9 quarters. The position peaked at $200M in Q3 2025. 1,034 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

Castle Hook Partners reported no remaining Cameco position as of Q2 2026 after selling out during the quarter.
Castle Hook Partners sold 1,388,052 Cameco shares in Q2 2026, an estimated $151M.
Castle Hook Partners first reported a position in Cameco in Q3 2023 and held it in 9 quarters.
Castle Hook Partners's Cameco position peaked at $200M in Q3 2025.
1,034 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Castle Hook Partners's 13F filing for Q2 2026, filed 14 Aug 2026.