Deepwater Asset 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
Q1
$4.73M Sell
43,568
-9,822
-18% -$1.12M 3% 14
2025
Q4
$4.88M Buy
+53,390
New +$4.81M 1.42% 28

Other funds holding CCJ

Deepwater Asset Management's CCJ Position: Q1 2026 in Review

Deepwater Asset Management reduced its Cameco (CCJ) stake by 18% in Q1 2026, selling an estimated $1.12M and leaving 43,568 shares worth $4.73M. The position accounts for 3% of the portfolio, ranked #14.

Deepwater Asset Management first reported a position in CCJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.88M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.

  • Deepwater Asset Management held 43,568 shares of Cameco worth $4.73M as of Q1 2026.
  • Deepwater Asset Management sold 9,822 Cameco shares in Q1 2026, an estimated $1.12M.
  • Cameco made up 3% of Deepwater Asset Management's portfolio in Q1 2026, its #14 holding.
  • Deepwater Asset Management first reported a position in Cameco in Q4 2025 and has held it in 2 quarters since.
  • Deepwater Asset Management's Cameco position peaked at $4.88M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Cameco as of Q1 2026.

Based on Deepwater Asset Management's 13F filing for Q1 2026, filed 14 May 2026.