Dmitry Balyasny’s Cameco CCJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $33.5M | Buy |
+328,416
| New | +$36.8M | 0.04% | 495 |
|
|
2026
Q1 | – | Sell |
-17,813
| Closed | -$2.04M | – | 2939 |
|
|
2025
Q4 | $1.63M | Sell |
17,813
-306,485
| -95% | -$27.6M | ﹤0.01% | 1971 |
|
|
2025
Q3 | $27.2M | Buy |
324,298
+3,312
| +1% | +$257K | 0.03% | 580 |
|
|
2025
Q2 | $23.8M | Buy |
320,986
+132,077
| +70% | +$7.05M | 0.04% | 602 |
|
|
2025
Q1 | $7.78M | Sell |
188,909
-889,461
| -82% | -$41.9M | 0.01% | 1052 |
|
|
2024
Q4 | $55.4M | Buy |
1,078,370
+509,865
| +90% | +$27.8M | 0.08% | 297 |
|
|
2024
Q3 | $27.2M | Buy |
568,505
+551,208
| +3,187% | +$24M | 0.04% | 522 |
|
|
2024
Q2 | $851K | Sell |
17,297
-491,006
| -97% | -$24.9M | ﹤0.01% | 1851 |
|
|
2024
Q1 | $22M | Buy |
508,303
+61,339
| +14% | +$2.69M | 0.04% | 574 |
|
|
2023
Q4 | $19.3M | Buy |
+446,964
| New | +$18.7M | 0.04% | 621 |
|
|
2023
Q3 | – | Sell |
-10,005
| Closed | -$313K | – | 2294 |
|
|
2023
Q2 | $313K | Sell |
10,005
-660,475
| -99% | -$18.6M | ﹤0.01% | 1980 |
|
|
2023
Q1 | $17.5M | Sell |
670,480
-160,661
| -19% | -$4.25M | 0.04% | 565 |
|
|
2022
Q4 | $18.8M | Buy |
831,141
+325,708
| +64% | +$7.66M | 0.05% | 510 |
|
|
2022
Q3 | $13.4M | Sell |
505,433
-437,279
| -46% | -$11.2M | 0.04% | 568 |
|
|
2022
Q2 | $19.8M | Buy |
942,712
+404,056
| +75% | +$10.2M | 0.06% | 424 |
|
|
2022
Q1 | $15.7M | Buy |
+538,656
| New | +$12.6M | 0.05% | 520 |
|
|
2021
Q2 | – | Sell |
-308,090
| Closed | -$5.12M | – | 1994 |
|
|
2021
Q1 | $5.12M | Buy |
+308,090
| New | +$4.73M | 0.03% | 687 |
|
|
2020
Q2 | – | Sell |
-111,813
| Closed | -$854K | – | 1156 |
|
|
2020
Q1 | $854K | Buy |
111,813
+5,070
| +5% | +$41.6K | 0.01% | 795 |
|
|
2019
Q4 | $950K | Buy |
+106,743
| New | +$987K | 0.01% | 889 |
|
|
2019
Q1 | – | Sell |
-1,382,451
| Closed | -$15.7M | – | 1417 |
|
|
2018
Q4 | $15.7M | Buy |
1,382,451
+1,132,748
| +454% | +$13.1M | 0.11% | 263 |
|
|
2018
Q3 | $2.85M | Buy |
249,703
+233,411
| +1,433% | +$2.45M | 0.01% | 880 |
|
|
2018
Q2 | $183K | Buy |
+16,292
| New | +$177K | ﹤0.01% | 1655 |
|
|
2018
Q1 | – | Sell |
-158,145
| Closed | -$1.46M | – | 1969 |
|
|
2017
Q4 | $1.46M | Buy |
+158,145
| New | +$1.48M | ﹤0.01% | 1237 |
|
|
2013
Q4 | – | Sell |
-329,079
| Closed | -$5.95M | – | 501 |
|
|
2013
Q3 | $5.95M | Buy |
+329,079
| New | +$6.6M | 0.08% | 311 |
|
Other funds holding CCJ
Dmitry Balyasny's CCJ Position: Q2 2026 in Review
Dmitry Balyasny opened a new position in Cameco (CCJ) in Q2 2026: 328,416 shares worth $33.5M. The stake represents 0.04% of the portfolio and ranks #495 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in CCJ as recently as Q4 2025.
Dmitry Balyasny first reported a position in CCJ in Q3 2013 and has held it in 24 quarters since. The position peaked at $55.4M in Q4 2024. 1,033 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.
- Dmitry Balyasny held 328,416 shares of Cameco worth $33.5M as of Q2 2026.
- Cameco was a new Dmitry Balyasny position in Q2 2026.
- Cameco made up 0.04% of Dmitry Balyasny's portfolio in Q2 2026, its #495 holding.
- Dmitry Balyasny first reported a position in Cameco in Q3 2013 and has held it in 24 quarters since.
- Dmitry Balyasny's Cameco position peaked at $55.4M in Q4 2024.
- 1,033 funds tracked by Wall St. Rank held Cameco as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.