Connective 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
2024
Q4
Sell
-50,000
Closed -$2.61M 72
2024
Q3
$2.61M Hold
50,000
2.37% 12
2024
Q2
$2.46M Hold
50,000
4.42% 10
2024
Q1
$2.17M Hold
50,000
3.31% 13
2023
Q4
$2.15M Buy
+50,000
New +$2.09M 1.8% 14

Other funds holding CCJ

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.