De Lisle Partners’s Cameco CCJ Stock Holding History

De Lisle 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 Q1	$62M	Buy	570,883 +103,522	+22%	+$11.8M	7.42%	1
2025 Q4	$42.8M	Sell	467,361 -30,000	-6%	-$2.7M	5.5%	2
2025 Q3	$41.7M	Buy	497,361 +2,000	+0.4%	+$155K	5.12%	2
2025 Q2	$36.8M	Buy	495,361 +12,655	+3%	+$675K	5.19%	2
2025 Q1	$19.9M	Hold	482,706	–	–	3.3%	4
2024 Q4	$24.8M	Buy	482,706 +10,000	+2%	+$545K	3.64%	3
2024 Q3	$22.6M	Buy	472,706 +41,000	+9%	+$1.79M	3.66%	2
2024 Q2	$21.2M	Hold	431,706	–	–	4.64%	1
2024 Q1	$18.7M	Buy	+431,706	New	+$18.9M	4.32%	1

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

De Lisle Partners's CCJ Position: Q1 2026 in Review

De Lisle Partners increased its Cameco (CCJ) stake by 22% in Q1 2026, buying an estimated $11.8M and bringing the position to 570,883 shares worth $62M. The position accounts for 7.42% of the portfolio, ranked #1.

De Lisle Partners first reported a position in CCJ in Q1 2024 and has held it in 9 quarters since. 1,015 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.

De Lisle Partners held 570,883 shares of Cameco worth $62M as of Q1 2026.
De Lisle Partners bought 103,522 Cameco shares in Q1 2026, an estimated $11.8M.
Cameco made up 7.42% of De Lisle Partners's portfolio in Q1 2026, its #1 holding.
De Lisle Partners first reported a position in Cameco in Q1 2024 and has held it in 9 quarters since.
1,015 funds tracked by Wall St. Rank held Cameco as of Q1 2026.

Based on De Lisle Partners's 13F filing for Q1 2026, filed 13 May 2026.