Connective Capital Management’s Cameco CCJ Stock Holding History

Connective 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
2026 Q1	$2.04M	Sell	18,760 -26,269	-58%	-$3.01M	1.68%	19
2025 Q4	$4.12M	Hold	45,029	–	–	2.42%	8
2025 Q3	$3.78M	Hold	45,029	–	–	3.47%	8
2025 Q2	$3.34M	Sell	45,029 -12,990	-22%	-$693K	3.12%	10
2025 Q1	$2.39M	Sell	58,019 -2,645	-4%	-$125K	2.2%	13
2024 Q4	$3.12M	Buy	60,664 +8,192	+16%	+$446K	3.63%	9
2024 Q3	$2.74M	Buy	52,472 +22,169	+73%	+$966K	2.48%	11
2024 Q2	$1.49M	Sell	30,303 -68,320	-69%	-$3.46M	2.68%	13
2024 Q1	$4.27M	Sell	98,623 -29,094	-23%	-$1.28M	6.52%	6
2023 Q4	$5.5M	Buy	127,717 +15,976	+14%	+$669K	4.59%	3
2023 Q3	$4.43M	Sell	111,741 -99,185	-47%	-$3.51M	10.12%	3
2023 Q2	$6.61M	Buy	210,926 +69,362	+49%	+$1.95M	7.7%	3
2023 Q1	$3.7M	Sell	141,564 -23,722	-14%	-$627K	5.49%	5
2022 Q4	$3.75M	Buy	+165,286	New	+$3.89M	1.36%	8

Other funds holding CCJ

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Connective Capital Management's CCJ Position: Q1 2026 in Review

Connective Capital Management reduced its Cameco (CCJ) stake by 58% in Q1 2026, selling an estimated $3.01M and leaving 18,760 shares worth $2.04M. The position accounts for 1.68% of the portfolio, ranked #19.

Connective Capital Management first reported a position in CCJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.61M in Q2 2023. 1,016 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.

Connective Capital Management held 18,760 shares of Cameco worth $2.04M as of Q1 2026.
Connective Capital Management sold 26,269 Cameco shares in Q1 2026, an estimated $3.01M.
Cameco made up 1.68% of Connective Capital Management's portfolio in Q1 2026, its #19 holding.
Connective Capital Management first reported a position in Cameco in Q4 2022 and has held it in 14 quarters since.
Connective Capital Management's Cameco position peaked at $6.61M in Q2 2023.
1,016 funds tracked by Wall St. Rank held Cameco as of Q1 2026.

Based on Connective Capital Management's 13F filing for Q1 2026, filed 13 May 2026.