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Goehring & Rozencwajg Associates’s Cameco CCJ Stock Holding History

Goehring & Rozencwajg Associates’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
Q2 		$91M Buy
893,328
+56,897
+7% +$6.38M 5.23% 9
2026
Q1 		$90.8M Buy
836,431
+153,479
+22% +$17.6M 4.88% 7
2025
Q4 		$62.5M Buy
682,952
+34,663
+5% +$3.12M 6.19% 4
2025
Q3 		$54.4M Sell
648,289
-693
-0.1% -$53.7K 6.54% 1
2025
Q2 		$48.2M Sell
648,982
-24,316
-4% -$1.3M 7.37% 2
2025
Q1 		$30.2M Buy
673,298
+14,669
+2% +$691K 5.47% 6
2024
Q4 		$34.2M Sell
658,629
-80,874
-11% -$4.41M 7.03% 2
2024
Q3 		$35.3M Buy
739,503
+22,536
+3% +$982K 7.2% 2
2024
Q2 		$35.3M Sell
716,967
-67,849
-9% -$3.44M 7% 2
2024
Q1 		$34M Buy
784,816
+37,450
+5% +$1.64M 7.37% 2
2023
Q4 		$32.2M Buy
747,366
+24,720
+3% +$1.03M 7.78% 2
2023
Q3 		$28.6M Buy
722,646
+22,955
+3% +$812K 7.01% 2
2023
Q2 		$21.9M Buy
699,691
+66,763
+11% +$1.88M 6.31% 2
2023
Q1 		$16.6M Buy
632,928
+29,996
+5% +$793K 5.65% 2
2022
Q4 		$13.7M Buy
+602,932
New +$14.2M 4.85% 4

Other funds holding CCJ

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goehring & Rozencwajg Associates's CCJ Position: Q2 2026 in Review

Goehring & Rozencwajg Associates increased its Cameco (CCJ) stake by 6.8% in Q2 2026, buying an estimated $6.38M and bringing the position to 893,328 shares worth $91M. The position accounts for 5.23% of the portfolio, ranked #9.

Goehring & Rozencwajg Associates first reported a position in CCJ in Q4 2022 and has held it in 15 quarters since. 1,036 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Goehring & Rozencwajg Associates held 893,328 shares of Cameco worth $91M as of Q2 2026.
  • Goehring & Rozencwajg Associates bought 56,897 Cameco shares in Q2 2026, an estimated $6.38M.
  • Cameco made up 5.23% of Goehring & Rozencwajg Associates's portfolio in Q2 2026, its #9 holding.
  • Goehring & Rozencwajg Associates first reported a position in Cameco in Q4 2022 and has held it in 15 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q2 2026, filed 5 Aug 2026.