GRA
CCJ icon

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
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 $73.7B AUM 53.56% 1-Year Est. Return
Capital World Investors
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Goehring & Rozencwajg Associates's CCJ Position: Q1 2026 in Review

Goehring & Rozencwajg Associates increased its Cameco (CCJ) stake by 22% in Q1 2026, buying an estimated $17.6M and bringing the position to 836,431 shares worth $90.8M. The position accounts for 4.88% of the portfolio, ranked #7.

Goehring & Rozencwajg Associates first reported a position in CCJ in Q4 2022 and has held it in 14 quarters since. 1,015 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.

  • Goehring & Rozencwajg Associates held 836,431 shares of Cameco worth $90.8M as of Q1 2026.
  • Goehring & Rozencwajg Associates bought 153,479 Cameco shares in Q1 2026, an estimated $17.6M.
  • Cameco made up 4.88% of Goehring & Rozencwajg Associates's portfolio in Q1 2026, its #7 holding.
  • Goehring & Rozencwajg Associates first reported a position in Cameco in Q4 2022 and has held it in 14 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Cameco as of Q1 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q1 2026, filed 5 May 2026.