Engle 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
2026
Q1
$3.35M Sell
30,833
-15,397
-33% -$1.76M 1.14% 21
2025
Q4
$4.23M Buy
+46,230
New +$4.16M 1.63% 21

Other funds holding CCJ

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

Engle Capital Management reduced its Cameco (CCJ) stake by 33% in Q1 2026, selling an estimated $1.76M and leaving 30,833 shares worth $3.35M. The position accounts for 1.14% of the portfolio, ranked #21.

Engle Capital Management first reported a position in CCJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.23M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.

  • Engle Capital Management held 30,833 shares of Cameco worth $3.35M as of Q1 2026.
  • Engle Capital Management sold 15,397 Cameco shares in Q1 2026, an estimated $1.76M.
  • Cameco made up 1.14% of Engle Capital Management's portfolio in Q1 2026, its #21 holding.
  • Engle Capital Management first reported a position in Cameco in Q4 2025 and has held it in 2 quarters since.
  • Engle Capital Management's Cameco position peaked at $4.23M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Cameco as of Q1 2026.

Based on Engle Capital Management's 13F filing for Q1 2026, filed 15 May 2026.